Schedule recurring AI-powered tasks to run automatically on your data.
Routines let you schedule AI-powered tasks to run automatically on a recurring basis. Set up a routine once, and Omni runs your prompt through the Omni Agent on the schedule you define and then delivers the result to the people you choose.Unlike a standard schedule that delivers the same static dashboard or file every time, a routine runs a prompt on each execution. The result is a written, plain-language response — a summary, an answer, or an interpretation of what changed — rather than just a refreshed asset.
Routines work best for recurring questions where an AI-written response adds more than a static export would. For example:
Morning briefings for sales teams — “Summarize yesterday’s closed-won deals by rep and flag any account that slipped to next quarter,” delivered before the team logs on
Operational summaries — “Describe how today’s order volume and fulfillment times compare to the same day last week, and call out anything unusual”
Pipeline and revenue narratives — “Write a short update on how we’re tracking against this month’s revenue target and which segments are driving the change”
Plain-language monitoring — “Check for any spikes in error rates or refunds over the last 24 hours and explain what you find”
A routine runs your prompt through the Omni Agent on the schedule you set. Each run executes independently and respects your organization’s permissions and data access controls. The result is delivered as text to the destination you choose — by email, or to a Slack channel or users.Each routine runs with the same permissions as the user who created it, so a routine can only query data its creator has access to.
Routine results do not include hyperlinked dashboard links, even when delivered to Slack.
MCP — through the askOmni tool, from an MCP client like Claude or Cursor
API — submit the prompt as an AI job with POST /api/v1/ai/jobs
Omni CLI — submit the same job with omni ai job-submit
All of these run the agent, which turns your prompt into a routine. To create one from an explicit payload instead, see the API and CLI tabs.The routine is created live and active, using the model and topic the conversation is scoped to, and runs with your permissions. Results are delivered to you unless you say otherwise — name other people, a user group, or a Slack channel in your prompt to deliver elsewhere. Slack delivery requires a connected Slack workspace.In the Omni Agent, the new routine appears as a card in the conversation. Click Edit routine to open it in split view beside the chat, where you can review and adjust the prompt, schedule, destination, and recipients.
The agent can currently only create routines. To view, edit, pause, or delete routines, use the Routines page, API, or Omni CLI.
1
First step
In your Omni instance, click Routines in the side navigation.
Click New routine.
Fill in the fields:
Routine name — A descriptive name for the routine
Description — Optional details about what the routine does
Prompt — The instruction the Omni Agent runs on each execution
Model — The data model the routine queries, with an optional Topic to focus query generation
Destination — Where each run is delivered. Choose Email and pick the users or user groups to notify, or Slack and pick a channel or users. Slack requires a connected Slack workspace; to deliver to a private channel, invite the Omni Slackbot to it first.
2
Define the schedule
In this step, you’ll define the cadence for the routine. The routine’s schedule can be defined using the visual options or with cron:
Visual schedule builder
Easy point-and-click schedule builder
Use the UI options (Daily, Weekly, etc.) to select a time period.By default, schedules are set to send in the local timezone of the delivery creator’s computer. Use the Times are in drop down to change the timezone.
Custom cron schedule (Advanced)
Code-based granular timing control
A cron expression is a string that describes the individual details of a schedule:
Order
Unit
Allowed values
Allowed special characters
1
minute
0-59
* , - /
2
hour
0-23
* , - /
3
day of month
1-31
* , - / L W ?
4
month
1-12 or JAN-DEC
* , - /
5
day of week
1-7 or SUN-SAT
* , - / L W ?
6
year
any
* , - /
Using cron, you can create schedules like the following:
At 9:00 AM every day
0 9 ? * * *
At 6:30AM on the last day of the month
30 6 L * ? *
At 8:45 AM every day, Monday through Friday
45 8 ? * MON-FRI *
Omni uses Amazon Web Services’ (AWS) syntax for cron expressions. Refer to the AWS documentation for more information. By default, the most frequent you can configure a schedule is hourly.
Click the icon above the Cron string field to generate a cron schedule from a prompt like “every weekday at 9AM” or “first Monday of each month at noon”.
3
Save the routine
When finished, click Save routine.
Use the Create an AI Routine API to create a new routine. The routine will be run with the same permissions as the authenticating user.For example:
curl --request POST \ --url https://<your-omni-instance>.omniapp.co/api/v1/ai/routines \ --header 'Authorization: Bearer <token>' \ --header 'Content-Type: application/json' \ --data '{ "destination": { "type": "email", "recipientEmails": [ "blob.ross@blobsrus.com", "blob.the.builder@blobsrus.com" ], "userGroupIds": [ "550e8400-e29b-41d4-a716-446655440000" ] }, "modelId": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "name": "Blob Sales morning sales brief", "prompt": "Summarize yesterday’s closed-won deals by rep and flag any account that slipped to next quarter,", "schedule": "0 9 ? * * *", "timezone": "America/New_York", "branchId": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "description": "Overview of yesterday's deals, including flags for slipped accounts.", "topicName": "sales"}'
The Omni CLI exposes the AI Routines API as the omni ai-routines command group, so you can create and manage routines from your terminal or a CI/CD pipeline. The request body is passed with --body (or piped in on stdin); run omni ai-routines routine-create --schema to print the body shape.
# Deliver to a Slack channelomni ai-routines routine-create --body '{ "destination": { "type": "slack", "recipientId": "C01234567", "slackRecipientType": "channel" }, "modelId": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "name": "Blob Sales morning sales brief", "prompt": "Summarize yesterday's closed-won deals by rep and flag any account that slipped to next quarter.", "schedule": "0 9 ? * * *", "timezone": "America/New_York"}'
Other commands in the group mirror the API:
Command
Description
routines-list
List routines
routine-create
Create a routine
routine-get
Get a routine
routine-update
Update a routine
routine-delete
Delete a routine
routine-trigger
Run a routine now
Run omni ai-routines --help to see every command, or omni ai-routines <command> --help for a command’s arguments and flags. See the CLI commands reference for more.
