Routine recipes
A recipe is a ready-made routine: its instructions, a suggested schedule, and the tools it needs, with a few setup questions for the parts only you know (which competitors to track, which sources to read). Choosing one creates an ordinary routine you can edit freely — see Routines. A few recipes that do a lot in one run (writing a whole blog post, for example) carry their own, longer run-time budget; every other routine runs under the workspace default. Each card's icon shows what the recipe produces — a report, an alert that only appears when something is off, a web page, a blog post, an email template, social drafts, or a campaign with a proposed plan.
Every recipe reads and creates; none sends, publishes, or changes contacts.
Picking a recipe opens a short setup form. Most questions are optional — leave a list of options empty and the recipe falls back to its own default instead of an empty list. About half the recipes (11 of 23) also have at least one required question of their own, such as which topics or competitors to track; the form won't let you skip those.
A smaller few — Newsletter assembler and Social week planner — go one step further and box a choice together separately, with an explanation: an email newsletter's layout and purpose, or which networks to draft social posts for. These are decisions nobody but a person can make once the routine is running unattended, so the setup form calls them out on their own rather than letting them blend in with the rest of the questions.
Research & intelligence
| Recipe | What it produces | You tell it |
|---|---|---|
| Online research brief | A dated brief of what is new on your topics, with sources | Topics, depth |
| Blog & source reader | A digest of new posts from the sources you follow | Source URLs, items per run |
| Competitor mention tracker | Where competitors were written about — and where you were not | Competitors, your brand name, where to look |
| AI visibility watch | How the business shows up in AI answers, and the trend | Engines, prompts per run |
| Content gap & SEO opportunity scan | A ranked backlog of posts competitors own and you do not | Focus topics, competitor sites |
Performance & reporting
| Recipe | What it produces | You tell it |
|---|---|---|
| Weekly performance digest | A one-page digest of what moved across channels and why | Channels, compare with previous period |
| Campaign performance & spend pacing | Progress to goal and spend versus plan per campaign | Which campaigns, spend alert threshold |
| Executive Monday brief | A phone-readable brief for leadership, as a web page | Focus areas, who reads it |
| Saved-insight snapshot refresh | Fresh snapshots of the saved insights you name | Insight names |
| Channel anomaly watch | Nothing while metrics are in range; an alert when one moves past your threshold | Metrics, threshold, quiet mode |
Audience & lifecycle
These recipes recommend; they never change a contact, tag, stage or segment.
| Recipe | What it produces | You tell it |
|---|---|---|
| Lead priority report | The leads worth contacting first, with the signal behind each | Signals, how many |
| Lifecycle stage move candidates | Contacts whose behaviour says they belong in another stage, with evidence | Stages, your rules |
| Proposed audience definition | A precise, sized audience definition you can save as a segment | The audience in words, rough size |
| Re-engagement candidates | Quiet contacts by cohort, with a recommended approach | Inactive after, tags to exclude |
| CRM data hygiene report | Duplicates, gaps and malformed fields with suggested fixes | Checks to run |
| Customer health watch | Customers whose engagement is fading, and who improved | Signals, drop threshold |
Deliverability & compliance
| Recipe | What it produces | You tell it |
|---|---|---|
| Deliverability watch | Nothing while bounce and complaint rates stay under the limits; an alert when they do not | Complaint and bounce ceilings |
| List hygiene sweep | The contacts hurting your sender reputation, with a recommended action | Inactive after, checks |
| Send-volume & frequency guard | A warning when you are mailing too much overall or too often to the same people | Weekly cap, per-contact cap |
Content & campaign production
| Recipe | What it produces | You tell it |
|---|---|---|
| Blog cadence keeper | The next blog post from your backlog, as a draft | Topic backlog, posts per run, research, hero image |
| Social week planner | A week of social drafts per network, never published | Networks, posts per network, themes |
| Campaign kickoff from a theme | A new campaign with a proposed plan waiting for your approval | Theme, type, funnel stage |
| Newsletter assembler | An email-template draft built from the period's best content | Sections, layout, purpose |
FAQ
Q: What happens to the setup answers? A: They are written into the routine's instructions in plain language. Open the routine to see and change them.
Q: What if I leave an optional setup question blank? A: The recipe uses its own default instead — clearing every option in a list of choices restores that default rather than leaving the routine with nothing selected.
Q: Can a recipe send the newsletter it assembles? A: No. Recipes create drafts; sending stays with you.
Q: I want a recipe that isn't here. A: Start blank and describe the job in plain language — a routine can do anything a recipe can. Tell us what you wanted; recipes are added over time.