---
title: "Routines and recipes: AI automation you approve | Floral"
description: "Routines let Floral’s assistants prepare work on a schedule or after an approved summary. Recipes are ready-made setups. Changes wait for approval."
canonical: https://floral.so/features/routines-and-recipes
---

# Routines and recipes: AI automation you approve | Floral

> Routines let Floral’s assistants prepare work on a schedule or after an approved summary. Recipes are ready-made setups. Changes wait for approval.

Source: https://floral.so/features/routines-and-recipes

AI assistants · Routines and recipes

# Work that is ready when you need it

You should not have to remember to ask.

A routine lets an assistant prepare work on a schedule or when something happens in a meeting. A recipe is a ready-made setup you switch on. Whatever a routine proposes still waits for your approval.

[Try now](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)

![The recipe gallery with six ready-made setups](https://floral.so/img/features/site/recipe-gallery.en.png)

![The routine form: a weekly customer follow-up that still waits for approval](https://floral.so/img/features/site/routine-dialog.en.png)

Recipes

## Ready-made setups you switch on

Each recipe gives one assistant the skill, the connections and the routines for a job.

### Meeting prep

Every weekday morning, a briefing for each external meeting that day.

### Customer follow-up

When you approve a summary, a follow-up draft in Gmail and proposed tasks. Plus a weekday list of meetings that still lack a follow-up.

### CRM hygiene

On Mondays, deals that have gone quiet and records missing an owner. After meetings, a proposal to log the activity and move the stage.

### Project management

A weekday task digest, tasks proposed from approved meetings and a Friday wrap-up.

### Feedback triage

Needs, problems, requests and praise pulled from meetings with the quotes behind them, and themes on Mondays.

### Voice of customer

On Mondays Poppy groups the past week’s customer quotes into up to five themes, flags which need permission and suggests messages to test.

### Event follow-through

After an event, a recap and proposed follow-up tasks. For organisations that use Events.

How routines work

## On time, and still in your hands

A routine prepares. It does not decide.

### On a schedule

Hourly, daily, on weekdays or weekly.

### When a meeting is done

When a summary is ready, or when you approve it.

### Approval stays with you

Results arrive in a Floral conversation. Any change a routine proposes waits for the person who owns it.

Related features

## Pairs well with

[AI assistantsFlora, Poppy and Penny, and how they ask before they change anything.Learn more ](https://floral.so/features/ai-assistant)[ConnectionsThe tools a routine can read from and prepare work in.Learn more ](https://floral.so/features/connections)[Proactive intelligenceProposed follow-ups after every approved summary, each with its evidence.Learn more ](https://floral.so/features/proactive-intelligence)

## Frequently asked

Do routines act on their own?

They run on their own, but they only prepare and propose. Anything that changes a record, a task or an invoice waits for approval.

Where do the results arrive?

In a conversation with the assistant in Floral, where you can read them and continue from there.

Does a follow-up routine send emails?

No. It saves a draft in your connected Gmail. You read it, change it and send it yourself.

Can we set up our own routines?

Yes. Recipes are a starting point. You can add your own routines for an assistant next to them.

## Start with one routine

Bring a job your team repeats every week. We show you how a routine prepares it.

[Try now](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)