Recipes

Run the work once before you automate it. Check the data, audience, links, and action limits. Then ask your UFO to create the source trigger or scheduled task.

Engineering and operations

• Make a code change — make one specific change and open a tested pull request.
• Review every ready pull request — use the GitHub pull_requests stream to review new changes to pull requests that are ready for review.
• Send incident updates — check Datadog monitor and alert changes, then report incidents that need attention.
• Audit documentation after shipped changes — inspect changed pull requests and deployments for documentation drift.
• Draft weekly release notes — turn deployed changes into a reviewable changelog draft.

Business tasks

• Track weekly activation — calculate and check one product measure on a schedule.
• Prepare a weekly progress report — combine plans, shipped work, and blockers into one update.
• Prepare daily meeting briefs — build briefs at 6:00 AM from Calendar, CRM, email, and shared notes.
• Review customer feedback each week — deduplicate feedback, measure themes, and draft actions.
• Build a monthly board pack — create and verify a recurring presentation and PDF.
• Build a customer-health application — give a repeated workflow its own agent, sources, triggers, schedule, and homepage.

See Scheduled work and Synced sources to manage these tasks.