Routines

A routine sends a prompt for you: every morning, every Monday, once on a specific date, or when another service calls it through a webhook. It runs on the server, even when you are offline, and each result lands in a conversation.

The “Routines” page#Link to the The “Routines” page section

Sidebar › “Automate” › “Routines” (chat.realmoon.ai/routines).

Routines belong to the open workspace. Your agents’ scheduled tasks are routines too: they show up here and in the calendar, labeled “Agent task”.

Create a routine#Link to the Create a routine section

1. Click “New routine”. You can start from one of the “Templates”: “Morning briefing”, “Daily news digest”, “Weekly summary”, “Daily to-do”.
2. Enter a “Name” and write the “Prompt”: what the routine should do each time it runs.
3. Choose the “Conversation”: “New conversation” (a conversation named after the routine is created for its results) or “Existing conversation”.
4. Choose the “Model or agent” that answers: “The conversation’s model”, “Default model”, a specific model or one of your agents. With an agent, the routine uses its instructions and tools, and becomes one of its tasks.
5. Set the schedule (see below).
6. If needed, check “Notify me when it finishes” and “Allow actions”.
7. Click “Create routine”.

The “Morning briefing” template in this window gathers today’s schedule, important unread emails and overdue tasks, using the tools you have already connected. The window shows which tools it will use and which ones are missing: the routine picks them up as soon as they are connected. For a briefing ready in one click, with nothing to write, see The morning briefing.

If the chosen model is no longer available, the routine uses the default model.

From a conversation#Link to the From a conversation section

• “+” › “For this message” › “More” › “Schedule this message…” opens the same window, with your text as the prompt. Attachments are not carried over.
• The conversation’s ⋯ menu › “Scheduled routines” lists the routines of this conversation.
• You can also just ask: “Remind me every Monday at 9 AM to prepare the team meeting.” The routine is created with the “Created by AI” label, without permission to act in your tools.
• The AI can also list, change or delete your routines when you ask: “Move my morning news watch to 7:30 AM.”

A locked conversation cannot receive a routine.

The morning briefing#Link to the The morning briefing section

“Your morning briefing” is a ready-made routine that you set up without writing anything. Moon AI suggests it on the home screen, and once below an answer in your first conversation, during your account’s first week.

The “Your morning briefing” card fits in one row: “Every morning at” and the time, then “Turn on”.

1. Pick the time next to “Every morning at”: from 6:00 AM to 10:30 AM, 8:00 AM by default.
2. If you like, “Customize” opens the rest below the row: “City for the weather (optional)”, the news topics (for example “energy, cycling”) and the “Notify me when it is ready” box, checked by default, to get a notification every morning. The “Suggested from your sign-up” can be added in one click; nothing is taken from them unless you choose it.
3. Click “Turn on”: a green check mark and “Done. Your first briefing will arrive at 8:00 AM.”

If turning it on fails, the card says so (“The briefing could not be turned on. Try again in a moment.”) and keeps your choices.

In a browser without notifications, the card says so (“To get notified on this device, turn on browser notifications.”) and links to the “Notification settings”.

What it contains#Link to the What it contains section

Every morning, the briefing arrives in the “My morning briefing” conversation, in a few short parts:

• news on the topics you chose, otherwise the day’s main news;
• a follow-up on your conversations from the previous three days in this workspace, based on their titles (never a locked or archived conversation);
• today’s weather, if you gave your city;
• today’s schedule and important emails since the day before, if a calendar or mailbox (Gmail, Outlook, Google Calendar, IMAP inbox) is connected to this workspace when you turn it on.

The briefing only reads: it does not send, create or delete anything in your tools. It goes through Moon Blur like your messages, and you can read its instructions on the routine’s page.

Adjust or stop it#Link to the Adjust or stop it section

• In its conversation, the “Your morning briefing · Every morning at 8:00 AM” line changes the time, and “Pause” stops it; “Paused · Resume” starts it again.
• It also appears on the “Routines” page when your plan includes routines. As long as it stays as Moon AI set it up (read only, every morning between 5:00 AM and 11:45 AM, same instructions, same model, same name), it does not count toward your plan’s number of routines. Changing its instructions, model, name or a time outside the morning turns it into a regular routine, which counts like the others.
• One morning briefing per person: turning it on again only changes its time.
• The card’s cross (“Hide this suggestion”) stops suggesting it for 7 days; “Do not suggest this again”, below the row, stops suggesting it for good.
• If your organization’s rules turn routines off, the morning briefing is not suggested.

Your usage limit comes first#Link to the Your usage limit comes first section

Each briefing counts toward your usage limit, like a message. Before it runs, it checks that it leaves you at least half of each window (session, week, month). Otherwise, it is skipped that morning, without a notification: “Skipped to keep your usage limit for your conversations. It comes back when your limit does.”

If it is not opened for 7 days, it pauses itself: “Paused: not opened for 7 days. Resume it whenever you like.” A notification tells you (“Your morning briefing is paused”).

The notification for a ready briefing only says “Your morning briefing is ready” and “Open it to start the day.”, never its content. It follows your notification settings.

Schedule#Link to the Schedule section

With “Monthly”, months without the chosen day are skipped. A routine runs at most every 15 minutes. A “One-time” routine must be scheduled in the future.

Cron expression#Link to the Cron expression section

“Advanced (cron expression)” takes five fields separated by spaces: minute, hour, day of the month, month and day of the week. The time is in the routine’s timezone.

The day of the week goes from 0 (Sunday) to 6 (Saturday); 7 also means Sunday. An expression cannot restrict both the day of the month and the day of the week.

Follow a routine#Link to the Follow a routine section

Click a routine to open its page. It has three tabs: “History”, “Settings”, “Webhooks”.

At the top of the page:

• “Run now” starts the routine right away, even when paused (up to 5 times per hour);
• “Pause” and “Resume” stop and restart the schedule;
• “More actions” › “Open conversation” or “Delete routine”.

Deleting a routine deletes its history and its webhook triggers. The conversation and its messages are kept.

The page also shows the “Next run”, the “Last run”, the number of “Runs”, the “Errors in a row” and the runs “Blocked by usage limit”.

History#Link to the History section

Each run is listed with its date, its duration, the “Share of your monthly usage limit” it used and a “View the response in the conversation” link.

History keeps the last 200 runs, over 90 days at most.

What Moon AI does on its own#Link to the What Moon AI does on its own section

• A routine only runs once at a time.
• After a temporary error, it tries again later. If it keeps failing for 24 hours straight, it is turned off.
• After three runs in a row refused because of the usage limit, it switches to “Paused (usage limit)”. Resume it once your limit is available again.
• After three runs in a row refused because the workspace plan no longer includes routines, it is turned off.
• When a routine’s conversation gets very long, the next results go to a new conversation, named after the routine and the month.

You are always notified when Moon AI pauses or turns off a routine. See Notifications.

Routine created after outside content#Link to the Routine created after outside content section

When the AI creates a routine after reading content written by someone else (an email you received, a web page, another member’s skill), the routine stays paused with the “Waiting for your review” status. Below the answer, the “Routine ready, paused” card shows its full instructions. Review them, especially any request to send information to a site or address you don’t know, then click “Turn on”. The same instructions and button are on the routine’s page. Until you click, the routine cannot be run or tried.

In such a conversation, the AI does not change a routine directly: it proposes the change in the “Proposed change to a routine” card, which shows “Before” and “After”. “Apply change” saves it.

As long as its instructions are not yours, its runs don’t open any page, don’t run code, don’t generate images or videos and don’t act in your connected tools. Rewrite the instructions in “Settings”, or click “Approve this instruction”, to lift these limits.

“One-time” routine#Link to the “One-time” routine section

A “One-time” routine ends after it runs and cannot be started again. Before that, you can move it: “Settings” › “Change date”, or, on a computer, by dragging it in the calendar.

The calendar#Link to the The calendar section

“Calendar” (chat.realmoon.ai/routines?view=calendar) shows your routines in the “Month”, “Week”, “Day” and “Schedule” views. Click a free slot (or tap an hour on a phone) to schedule a routine at that time.

Past runs come from the history, future ones from the schedule. “Paused routines” shows or hides paused routines, with the time they would have run.

Click a run to see its status and open the routine or its conversation. A “One-time” routine can also be moved with “Move”.

See your calendars alongside#Link to the See your calendars alongside section

If you have connected Google Calendar or Outlook, your events appear next to your routines, read only.

1. In the calendar, click “Connect a calendar” to connect Google Calendar or Outlook from the “Connectors” page.
2. “Filter calendars” chooses which calendars are shown (“Show all”, “Hide all”).
3. “Refresh calendars” reloads your events.

Click an event to see its time, location, organizer and attendees, “Join meeting” when it has a video call link, and “Open in Google Calendar” or “Open in Outlook”. A private event does not show its details. A calendar shared with you that only shows free and busy times is marked “Availability only”.

Calendars are reloaded a limited number of times per day. When the message “Calendar access resumes tomorrow.” appears, the events already loaded stay visible.

“Find a slot” adds Agathe, the scheduling agent, and opens a conversation with her: “Find me a 30-minute slot this week.” See Agents.

Start a routine from another service#Link to the Start a routine from another service section

A routine’s “Webhooks” tab creates an address that another service (Zapier, Make, n8n, your own code) calls to start the routine. See Routine webhooks.

See also#Link to the See also section

• An agent’s scheduled tasks
• Approve actions
• Notifications