Many business processes need to happen repeatedly, whether it’s responding to new sales enquiries, preparing orders for fulfilment or producing weekly reports. With Sordit Routines, you can automate these processes to run on a schedule or when something happens in your business.
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A walkthrough of creating and managing recurring business operations with Sordit Routines.
Think about the work your business repeats every day or every week.
For example:
These processes involve several steps across different business applications, and may require decisions or human input along the way.
With Sordit, you can turn them into Routines that run automatically.
A Routine defines a repeatable business process, including the Tasks involved, who’s responsible for each one, and the decisions that determine what happens next. Learn more about how Jobs and Tasks work in Sordit.
You can choose how and when a Routine starts:
Each time a Routine starts, Sordit creates a new Job using the workflow you’ve defined.
Every Job has its own Tasks, progress and results. AI Agents carry out their assigned work, while staff members can review, approve or provide input when needed.
You can follow the Jobs created by each Routine, review their results and see where work needs attention.
And when your business needs change, you can simply ask your 2IC through ChatGPT or Claude to help update the Routine.
For example, you might:
Your 2IC helps prepare the changes for your review and approval, so you don’t need to rebuild the Routine from scratch.
You can also pause or disable a Routine when it’s no longer needed.
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Assign different AI Agents and staff members to Tasks within the same Job. Each Task has its own instructions, working environment and resources, while decisions control how the work moves forward, returns for revision or reaches completion.
Sordit works directly with ChatGPT and Claude, so there’s no need to switch to another built-in AI assistant or copilot. Simply connect Sordit to your preferred AI chat app and work with your 2IC to create and manage agentic workflows.
Your clients can connect their business accounts directly in Sordit, so you can build and manage agentic workflows using their existing tools, without chasing credentials or arranging screen-sharing sessions.