Routines

A routine is a saved AI⋅there instruction. Run it on a document instead of retyping it each time. AI⋅there applies its changes in the document and you review each one. Running a routine requires AI⋅there. Creating your own routines is available on the Business plan.

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Open the library

Click Routines in the side menu. The Documents section lists the routines that run on an open document:

• Proofreading: fixes spelling and grammar.
• Your own routines.
• Routines shared with a team folder you are a member of, or with your whole organization.

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Run a routine

1. In the library, click the routine.
2. Pick a document from your recent documents, or search for one.
3. The document opens and the routine starts in the AI⋅there chat.

You must be able to edit the document: a routine does not run on a read-only document. These routines also appear as quick actions in the AI⋅there chat, on each of your documents.

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Create a routine

1. In the library, click New routine.
2. Enter a Name and an Instruction: describe what AI⋅there should do on the open document.
3. Add a Reference if needed: a template or document AI⋅there reads on every run, for example to check that the document complies with that model.
4. Choose who it is Shared with: Only me, one of your team folders, or Everyone in the organization.
5. Click Save routine.

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Share a routine

A routine shared with a team folder can be run by every member of that team folder. A routine shared with the organization can be run by every member of the organization. Only organization admins can share with everyone. Others can run a shared routine, but only its creator can read its instruction, edit it or delete it.

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Edit or delete a routine

Hover a routine you created and open its actions menu:

• Edit: change its name, instruction, reference or who it is shared with. Changes apply the next time the routine runs.
• Delete: the routine is removed from the library and from document quick actions.