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A Routine is the Agent on a schedule. Anything you’d ask it to do on a Monday morning, it can do every Monday morning without you asking, and put the result in your inbox.

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What Routines are for

The recurring work that never quite gets done on time:
  • A Monday report of every matter with a deadline in the next 30 days
  • A weekly digest of cases with no activity, so nothing goes quiet unnoticed
  • A monthly roll-up of filings by attorney or by case type
  • A standing check on receipt numbers and case status across open matters
If you find yourself running the same query every week, that’s a Routine.

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Creating one

Ask the Agent for the output you want, then ask it to run on a schedule:
“Every Monday at 8am, send me the matters with a target date in the next 30 days, grouped by attorney.”
Pick a daily, weekly, or monthly cadence. Parley reads schedule times in your time zone, so “8am” means 8am where you are. You can also turn a task you just finished in chat into a recurring one:
“Do this again every Friday at 4pm.”
The Agent writes the instructions from what worked in the conversation and confirms the schedule with you before it creates the Routine. After it’s created, the Agent can start a trial run so you see a real report right away.

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How Routines work

  • Ownership. A Routine belongs to the person who created it. Each run acts with that person’s access.
  • Schedules. A Routine can have more than one schedule, for example weekdays at 8am and Sundays at 6pm. Schedules use the owner’s time zone, and the fastest allowed schedule is hourly. A Routine with no schedule only runs when you start it.
  • Stopping on an event. A Routine that watches for one event, like “tell me when the case is approved,” can pause itself once that event happens.

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Managing Routines

The Agent can set up and manage your Routines from chat. Ask it to:
  • List your Routines
  • Check on a run’s status
  • Change the schedule
  • Change the instructions
  • Run it now
  • Pause, resume, or delete
Changes take effect on the next run. A run already in progress finishes with the instructions it started with. The Agent tells you whether a run finished and, if it failed, why.

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Notifications

Parley’s notification center collects case updates, approaching dates, and finished Agent and Routine runs into a single inbox, reachable from a popover in your sidebar so you never lose your place. You can set notifications for any date tracked in Parley from Settings. If there’s a date your firm cares about that isn’t tracked yet, an Owner or Admin can ask the Agent to add it, and your team can subscribe to alerts as those deadlines approach. See Case management.

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Credits

Routines draw credits per run. Simple runs cost less, complex ones more. A daily Routine across a large caseload is the kind of thing worth checking on the Usage page after a couple of weeks. See How credits work.