Give an AI Employee a Recurring Job

Start from a ready-made recipe to have an AI employee chase overdue invoices, send a weekly update, triage new tickets or screen new candidates.

  • Работи с всички планове

An AI employee recipe is a ready-made Blueprint with an AI step already in it. Pick one, choose which AI employee does the work, check the instruction and switch it on.

Before you start

Recipes are on the Professional and Enterprise plans, and you need at least one AI employee. The two weekly recipes are scheduled Blueprints, so they count towards your plan's scheduled Blueprint limit.

The recipes

  • Chase overdue invoices. Every Monday at 09:00 it writes a short, polite reminder to each customer with an invoice at least 7 days overdue, and a firmer one after 30 days. Invoices with no email address are listed in its summary instead.
  • Weekly update. Every Monday at 08:00 it sends the people it reports to a few lines on open help desk tickets and SLAs, overdue invoices, new leads and the sales forecast.
  • Triage new tickets. When a help desk ticket arrives, it adds an internal note for the team with a summary, links to related articles and past tickets, and a suggested next step. It never replies to the person who raised the ticket.
  • Screen new candidates. When a candidate is added, it rates them strong, possible or unsuitable and saves the answer as {fit}. Add a condition on fit to decide what happens next.

Use a recipe

  1. Open the recipes

    Go to Blueprints and choose AI Employee Recipes.

  2. Pick the AI employee

    On the recipe you want, choose the AI employee who should do it and select Use. The Blueprint is created switched off and opens in the builder.

  3. Check the instruction

    Select the AI step and read its Instruction. Change anything that does not suit you, such as how many days overdue an invoice must be, or the tone of the reminder.

  4. Check the timing

    For the weekly recipes, check the day and time on the trigger. They start on London time, so change the time zone if your team works elsewhere.

  5. Switch it on

    Switch the Blueprint on and save. Its runs appear in the Blueprint's Logs.

Start with approval. Emails and notes the recipes write wait in the action queue until someone approves them. Once the drafts look right week after week, you can let the AI employee send them without asking.

For more, see AI Employee and Schedule recurring work with Blueprints.

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