How to create and track a routine for an agent to run on its own
Describe the result you want and the agent handles it on its own, by schedule, by event, or whenever you trigger it. Anything it records or sends waits for your approval.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A routine is a job the AI agent does without talking to a customer: reviewing stalled deals every Monday, creating a task when a new contact arrives, preparing a summary. Any action that records or sends something waits for your approval in To Review.
Where to find it in Cognizy
Before you start
- Have an active AI agent.
- Each run uses AI credits, within the limits you set.
Step by step
- Step 1:
Open and click New task.
- Step 2:
Give it a Name, choose the Agent, and write the Goal the way you'd explain it to a team member.
- Step 3:
Under When it runs, choose Manual (only when someone clicks), Schedule (day and time), or Event (when something happens). Under Limits per run, set the steps, maximum cost, and how many times it can run in 24 hours. Click Create task.
- Step 4:
The routine appears in the list with the agent and when it runs. Click Run now to run it right away, and Runs to follow each step the agent takes (and cancel a run in progress).
- Step 5:
When the routine wants to record or send something (create a task, move a deal, send a proposal), it waits for your approval in To Review, in the menu. Once approved, the agent continues.
- Step 6:
To change or stop it, click Actions on the routine: Edit, Disable, or Delete.
How to know it worked
The routine runs at the chosen time, within the set limits. Runs are logged, and anything it wants to record or send shows up in To Review.
If something goes wrong
The routine stopped halfway through.
It may have hit the step or cost limit, or it might be waiting for approval in To Review. Open Runs to check.
It ran more times than I wanted.
Lower the 24-hour run limit or switch the event to a schedule instead.
Next step
Create a task board for your team.
Sign in with your Cognizy account to save your progress.
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