Automations
Up to now she works when you ask. With Automations she works when you did not ask: on a clock, while you sleep. Start small, see it work once, then let it run.
Video coming soon
Until then, the steps below cover everything in it.
Step by step
- 1
Find them under Automations
User-created lists your own: what runs, when, and where the result lands. A Task does the work; a Reminder only posts a message. Switch Enabled off to pause one without deleting it. Every task run also lands in the console under Tasks.
- 2
Start from a template
Templates holds ready-made tasks: the Daily Brief, Meeting Prep, Post-meeting Follow-ups, the email sweeps, and for agencies the Monthly Client Report, a draft per client that you check and send. That report never reaches a client on its own.
- 3
Try it once, then schedule it
Ask for the job once, right now. Correct it until it is right. Only then say "do this every Monday at 8". Never put something on a clock you have not seen work.
- 4
Answer her questions now, not at 8 in the morning
If a run would need something only you can answer, she asks while you set it up, often with answer buttons, and writes your answers into the task.
- 5
Keep the how in the skill
A task holds a short brief that names the skill, plus when and where the result lands. Keep the steps in the skill: when the format changes, you fix the skill once and every task that uses it follows.
Four habits that keep the list worth reading
Give it a reason to stay quiet
The best tasks speak only when something changed or crossed a line. A report with nothing new in it is noise.
One task, one job
Three small tasks beat one task that does everything, and they are easier to fix.
A reader for every task
Once a month, ask her to list your scheduled tasks, and pause the ones nobody reads.
Correct the task
When a run is not right, tell her what to change. She updates the task itself, so every later run changes too.
Try these in her DM
Copy one, fill in the brackets, and send it.
Go through #[client channel] and summarise last week: decisions, deliverables, anything due this week.
Good. Do this every Monday at 8, here in my DM.
Every weekday at 8, check [ads connection] and tell me only if something is wrong. Stay quiet otherwise.
List my scheduled tasks.
Stuck on a step?
Email ricardo@patricia.app and we will walk through it with you. Not using Patricia yet? Book a demo.