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A routine is a task Balt takes on without being chased: an update every Monday, a recap after each meeting, a follow-up when a quote goes unanswered. Find them under Routines, in the console.
Your routines

For you or for the whole organization

A well-tuned routine rarely serves one person. A salesperson’s Monday update serves the whole sales team, a project lead’s meeting recap serves every project lead. Instead of everyone reinventing the same process, one person gets it right once and the whole organization benefits. There are two ways to do it. Sharing suits a good practice you suggest. Deploying suits a process the whole team should follow the same way. See Share a routine and Deploy to organization.

A colleague’s routines

An administrator can see a colleague’s routines: in Routines, pick the person in the You selector, next to the search. If they pause or delete one, the person gets an email.

Everything about routines

Create a routine

Ask Balt for it, what sets it off, its mode

A routine's page

Where it answers, what it does without asking, its states

Runs and versions

Each run’s result, and going back

The Balt team's routines

The ones on from day one

Share a routine

Offer it to your colleagues in Discovery

Deploy to organization

Switch it on for everyone, for administrators only

Follow a deployed routine

Who has it, who’s waiting, and improving it

Collect answers from the team

Ask each colleague and get the summary