Create a routine

Ask Balt for a routine or start from a use case, then choose what sets it off.

Ask Balt, in the console or in your chat app: “Sum up my meetings every morning.” Balt writes the routine, shows you what it will do and waits for your confirmation.

You can also start from a card in the Discovery tab. Click Ask Balt: Balt shows you a preview built from your data, then makes it your routine. To offer yours to your colleagues, see Share a routine.

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What sets it off

Trigger	Example
A schedule	Mondays at 9:00, weekdays at 8:30, every 4 hours
A finished meeting	When a meeting’s transcript is ready
A message	When someone writes a given phrase
An integration	When a connected tool reports an event, like an email received or a record changed
A colleague	When all the colleagues it collects from have answered

For a routine that follows a tool’s records, like a CRM, Records it follows picks My records (the ones you’re responsible for) or All records (every one you can see). A routine set off by an integration needs the tool connected: see Connect a tool. For a routine that gathers colleagues’ answers, see Collect answers from the team.

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How it runs

Balt picks a routine’s mode when he writes it. The mode decides what a run costs. Hover the icon next to the next run to see a routine’s mode.

Mode	What happens
Code only	A script does the work. Balt isn’t involved, so a run costs only the script.
Code, then Balt	A script checks first. Balt runs only when there’s something to do.
Balt each time	Balt does the work himself on every run.