--- title: "AI automation for small businesses: recurring jobs | Floral" description: "AI automation for the recurring jobs in your business. Describe a task in plain language, choose when it runs, and Flora or Poppy prepares it for you." canonical: https://floral.so/how-we-help/automation --- # AI automation for small businesses: recurring jobs | Floral > AI automation for the recurring jobs in your business. Describe a task in plain language, choose when it runs, and Flora or Poppy prepares it for you. Source: https://floral.so/how-we-help/automation How we help · Your own automations # Your recurring jobs, prepared for you AI automation for your recurring jobs: describe any task in plain language and let an assistant prepare it on time. Work emailTry now[Let's meet](https://floral.so/book-a-demo) ## Works with the tools you already use - ![](https://floral.so/img/integrations/notion.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Notion - ![](https://floral.so/img/integrations/google_sheets.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Google Sheets - ![](https://floral.so/img/integrations/linear.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Linear - ![](https://floral.so/img/integrations/gmail.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Gmail - ![](https://floral.so/img/integrations/google_calendar.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Google Calendar - ![](https://floral.so/img/integrations/slack.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Slack - ![](https://floral.so/img/integrations/teams.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Microsoft Teams - ![](https://floral.so/img/integrations/chatgpt.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)ChatGPT - ![](https://floral.so/img/integrations/claude.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Claude - ![](https://floral.so/img/integrations/copilot.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Copilot [See all connections →](https://floral.so/features/connections) [Describe](#describe)[Recipes](#recipes)[Approve](#approve) ### Say what you want, and when Give the routine a name and describe the result in a sentence or two. Choose a time, or let it start when a meeting summary is ready or approved. ![The Add a routine form: a name, the result to prepare, and a weekly time](https://floral.so/img/features/site/routine-dialog.en.png) ### Or start from a recipe Ready-made setups for meeting prep, customer follow-up, CRM upkeep, feedback and more. Switch one on, connect the tool it needs and adjust it. ![The recipe gallery with six ready-made setups](https://floral.so/img/features/site/recipe-gallery.en.png) ### Approve what it proposes The result arrives as a conversation in Floral. Anything that would change a task, a record or a page waits for your yes. ![The Monday customer follow-up routine lists meetings without a follow-up and proposes a draft](https://floral.so/img/features/site/flora-routine-run.en.png) Your own automations ## What teams set up first Each one is a sentence or two of instruction and a time. - Every weekday at 7 Floral prepares A briefing for each external meeting that day. Your part Read it before you walk in. - Every weekday afternoon Floral prepares The meetings that still have no follow-up, with the agreed next step. Your part Send the follow-ups yourself. - Every Monday morning Floral prepares A list of deals gone quiet and records without an owner. Your part Decide which to chase and which to close. - Every Monday at 10 Floral prepares Last week’s customer quotes grouped into themes, with a note on which need permission. Your part Pick the theme to write about. - Every Monday Floral prepares A status note per client, drafted on a Notion page. Your part Approve the page before it is saved. - When you approve a meeting Floral prepares A proposal to log the meeting and move the deal to the next stage. Your part Approve, edit or dismiss it. [See routines and recipes →](https://floral.so/features/routines-and-recipes) Good to know ## Where a routine stops A routine prepares the work. It does not decide anything for you. - ### Prepares, never decides It runs on its own, but every change it proposes waits for approval. Nothing is sent. - ### Only you, or everyone A routine can be yours alone or shared with the workspace. A shared one only uses approved summaries and team accounts. - ### Results land in Floral Each run becomes a conversation you can read and continue from. - ### Flora and Poppy run routines Penny, the accounting assistant, works when you ask her and does not run on a schedule. Related features ## The features behind it [Routines and recipesEvery recipe, and how a routine runs.Learn more ](https://floral.so/features/routines-and-recipes)[ConnectionsThe tools a routine can read from and prepare work in.Learn more ](https://floral.so/features/connections)[Assistants in Slack and TeamsAsk for the same work from the channels you already use.Learn more ](https://floral.so/features/assistants-in-slack-and-teams) Two ways to start ## Start with the job you repeat every week On your own ### Try it yourself Sign up, connect your calendar and start with your next customer meeting. Work emailTry now 30 minutes · Online ### Let's meet Bring a job your team needs help with. We show you how Floral works with the information and tools it needs. [Book 30 minutes](https://floral.so/book-a-demo)[Email Jesper](https://floral.so/cdn-cgi/l/email-protection#d1bbbb91b7bdbea3b0bdffa2be)