Give Ari a standing job

Give Ari a job once, and it keeps doing it for you: every Monday, every morning, or every time a call is logged. You get the result on the Ari page, or in Slack if your team has connected it. This is how you stop re-doing the same weekly report, the same follow-up check, or the same account watch by hand.

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Two kinds of standing job

Both count toward your limit of 10 active routines.

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Hand Ari a responsibility

The easiest way is to ask. Say what you want, how often, and where to report. What happens next: Ari replies with a card that shows the job: its name, what it will do, and when it runs. Accept it, and the job starts. You can also open the Ari page, go to Responsibilities, and click New responsibility.

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What can start a job

A schedule. From every 15 minutes to once a month, in the time zone you choose. “Every day at 9” means your 9. Something that happens. Each event fires once, and only for your own records: You can narrow an event with a filter, like “only calls longer than a minute” or “only when the disposition is Meeting Set”. Ask Ari to add one.

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What Ari can watch

A responsibility can re-read up to eight things on every run, so it always reports what’s true now: Ari only reads Slack channels it has been added to, and mailboxes your team has connected.

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Where Ari reports

Results always land on the Ari page. If your team has connected Ari to Slack, Ari can also report to your Slack DM, a Slack channel, or the Slack thread where you set up the job. Ari never posts anywhere you didn’t choose. Each run starts fresh. To connect one run to the next, Ari can leave itself a short note that the next run reads first.

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When Ari offers to take a job

Ari notices work you keep doing, like the same overdue follow-ups every week or a report you ask for every Monday. When it does, it offers to own the job, with a reason and a schedule. On the Ari page, offers appear under Want me to own this? Choose Yes, own it or No thanks. If you say no, Ari won’t offer the same job again.

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Pause, change or remove a job

• Pause stops the job. Resume starts it again. Both are on the job’s row on the Responsibilities tab.
• Remove deletes the job.
• To change a job, ask Ari: “Move my quiet-deals report to Fridays.” Ari updates the job you have. It doesn’t make a second copy.

In Slack, a team admin can also pause, resume or stop a teammate’s job from its card.

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Make your own routine

On the Routines page, you can set up a task, a trigger and a write setting yourself.

• Schedule: Hourly, Daily, Weekly, Monthly or Custom (cron), at most once every 15 minutes.
• Events: the same events as above.
• Run now: run any routine on demand.

Choose how much the routine can change:

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Next steps