Scheduled jobs

Have ORBIT do something on a schedule: a morning briefing, a weekly review, a client follow-up or a custom reminder.

What you will do

Put routine work on autopilot, at the times you choose.

Steps

  1. Open Scheduled

    Press Scheduled in the sidebar. Times use your timezone.

  2. Create a job

    Press New job. Start from a blueprint (Morning briefing, Important-mail monitor, Weekly review, Workday reminder, Price & availability watch, Topic news digest, Client follow-up or Custom reminder) or describe any task in your own words.

  3. Fill it in

    Give it a Name, say What should ORBIT do?, choose When should it run? (Once, Daily, Weekdays, Weekly, Monthly or Custom) and Where should ORBIT send the result? (Keep in Tanero). Press Create job.

  4. Or ask ORBIT

    Press Ask ORBIT to schedule anything, or just say it in any conversation: “Every weekday at 8:00, brief me on today's appointments and new leads.”

  5. Manage a job

    Click a job to see its schedule, next and last run, what ORBIT does and its Run history. Use Pause or Resume, Run now, or the trash icon to delete it.

    Deleting a job removes only the job. Client and business history stay unchanged.

Tips

  • Start with Morning briefing: one message each morning with what needs you today.

Questions

Where does a job's result go?

Keep in Tanero keeps it in Tanero. Other destinations are listed once you connect them.

A job shows a red dot.

Its last run had an error. Open the job, check Run history, and use Run now to try again.

Something not covered here? Ask ORBIT, or write to [email protected]. All guides