# One for Daily Operations · One by Lughlabs > AI bots for your Monday report, weekly checks, and follow-ups. Gather from connected tools on a schedule, review sourced numbers, and decide what happens next. URL: https://onedev.jobrella.ai/use-cases/operations/ One for Daily Operations ## Start Monday with the decisions ready. One gives small businesses a crew of AI bots for repeating work. They gather from your tools on a schedule, keep the instructions, and bring you a brief with sources and decisions to make. [Talk about your first routine](https://onedev.jobrella.ai/talk?plan=business) [See pricing](https://onedev.jobrella.ai/pricing) Alex Your Monday brief MONDAY **7:59** Every Monday at 8:00 AM Square Gmail Sheets [Try the Monday brief demo](https://onedev.jobrella.ai/use-cases/operations/#operations-demo) Scheduled run Fictional café · Illustrative workspace The work before the work - The Monday report, rebuilt from scratch The same figures, collected from the same tools, before you can decide anything. - The instructions in one person’s head The person who knows the stock check is the person everyone has to ask. - The check that depends on remembering The urgent message wins. The quiet, necessary check waits another week. - The handover written on the way out A list of open jobs is useful only if the next person knows what to do. **25 hours a week per business** on manual entry and reconciling data across apps. [Intuit, 2024 ↗](https://erp.intuit.com/blog/research/business-solutions-survey-2024/) Vendor survey · 630 US owners and executives · firms with 10–99 staff · self-reported. **An interruption every two minutes** during core hours for Microsoft 365’s busiest 20% by notification volume. [Microsoft, 2025 ↗](https://www.microsoft.com/en-us/worklab/work-trend-index/breaking-down-infinite-workday) Product telemetry · excludes education and EU tenants. Neither figure measures time saved by One. ### The same jobs. A different start to the week. Give each repeating job an instruction, a bot, and a time to run. Keep a person responsible for reading the result. **Today Monday starts with a tour of tabs.:** With One A scheduled bot gathers the numbers and writes the brief with source references. **Today The stock check lives in your head.:** With One Demonstrate it on the bot’s computer. Review and test the skill it drafts. **Today A check slips when nobody remembers.:** With One A routine runs the check. Run history shows whether it finished. **Today A handover leaves a step without an owner.:** With One The Blueprint shows who holds each step, including the ones nobody holds. Your crew ### A clear job for every bot. An example crew, built around your work. Start with one bot; add another when there is a separate job to give it. #### Alex Your Monday brief Gathers the figures, links the sources, and puts the decisions in your chat. #### Otto Your recurring checks Uses the task you taught it to check stock, bookings, or the weekly checklist. #### Architect Your workspace partner Shows the unowned step and proposes who could hold it. You apply the change. Try a Monday with One ### The numbers gathered. The decisions still yours. Choose a business. Read its brief, decide what happens, and give the forgotten check an owner. Fictional companies · Interactive illustration Choose your business One Alder & Oat Alex Monday brief Otto Recurring checks Architect Workspace partner Chat Pulse Blueprint History **Alex · Routines** Monday brief #### What does Monday look like? Pick the business whose work feels familiar. When to run · On a schedule **Every Monday at 8:00 AM** Gather last week’s numbers. Reference each source. Prepare the refund and reply for review. Ask me about the open decision. For this run: Ask before purchases and Ask before sending external email are on. Step 1 of 6 Beyond the Monday brief ### Give the next repeating job a home. Triage list · reply drafts #### Sort the support queue Schedule a check of Zendesk or Intercom. Ask for a triage list and reply drafts with the policy passages they use. Supplier follow-up · email draft #### Prepare supplier follow-ups Read the outstanding threads in Gmail. Draft the missing-delivery chase; turn on Ask before sending external email. Booking check · gaps to review #### Check the coming week Compare your booking calendar with the staffing sheet. Put gaps and conflicting entries in the bot’s reply. Handover.md · working file #### Keep the handover current Ask a bot to update a document on its computer with open jobs, source references, and the next person responsible. First-week checklist · document #### Prepare a new-hire checklist Use your Library’s procedures to draft the checklist. Keep access requests and first-week decisions for a person. Callback request · call record #### Answer routine phone questions A voice agent can use approved knowledge for opening hours and record callback requests. No live calls on the hosted service; no transfer to a person. The tools you already use ### Bring the work together. Keep your tools. Connect your accounts once. All your bots in that Space can use them. Open a tool below to see its connection path. **Explore the operations connections** #### One-click connect · email, calendar & chat - Gmail One-click connect Finds messages and drafts replies - One-click connect Reads mail and drafts replies - Google Calendar One-click connect Reads availability and creates events - Slack One-click connect Finds messages and posts updates Also: Built into One. Per-bot chat; ships with the next release. The separate per-bot chat connection ships with the next release. - One-click connect Reads schedules and meeting details - Discord One-click connect Works with connected messages Also: Built into One. Per-bot chat; ships with the next release. The separate per-bot chat connection ships with the next release. - Google Meet One-click connect Reads schedules and meeting details - Zoom One-click connect Works with meetings and recordings - Calendly One-click connect Reads bookings and availability #### One-click connect · documents, projects & tasks - Google Drive One-click connect Finds and reads shared files - Google Docs One-click connect Reads and edits documents - Google Sheets One-click connect Reads and updates spreadsheet rows - Notion One-click connect Finds pages and updates databases - One-click connect Finds and works with workspace records - Confluence One-click connect Finds and works with workspace records - Asana One-click connect Reads and updates tasks - Trello One-click connect Reads and updates tasks - Jira One-click connect Reads and updates tasks - Linear One-click connect Reads and updates tasks - ClickUp One-click connect Reads and updates tasks - monday.com One-click connect Reads and updates tasks - Airtable One-click connect Finds and works with workspace records - Todoist One-click connect Reads and updates tasks - GitHub One-click connect Reads issues and opens pull requests Also: Built into One. GitHub event triggers; configure a webhook. #### One-click connect · customers, payments & forms - Zendesk One-click connect Reads and updates support records - Zoho Desk One-click connect Reads and updates support records - Intercom One-click connect Reads and updates support records - Gorgias One-click connect Reads and updates support records - Square One-click connect Works with orders and payments - Stripe One-click connect Reads payments and customer records - QuickBooks One-click connect Reads invoices, bills and payments - Harvest One-click connect Reads financial records - Typeform One-click connect Works with forms and signed documents #### Connect with your key - Freshdesk Connect with your key Reads and updates support records - Toggl Track Connect with your key Reads work and activity records - Jotform Connect with your key Works with forms and signed documents - SafetyCulture Connect with your key Reads inspections and issues - Fireflies Connect with your key Reads work and activity records #### Needs a one-time setup These catalogue apps do not work on the hosted service until the operator configures them. - Shopify Needs a one-time setup Works with campaigns and audience data - Help Scout Needs a one-time setup Reads and updates support records - Needs a one-time setup Reads and updates support records - Needs a one-time setup Reads and updates tasks - Xero Needs a one-time setup Reads financial records - Gusto Needs a one-time setup Works with hiring and people records - Pipedrive Needs a one-time setup Works with contacts and sales activity #### Built into One · chat apps & phone Chat apps ship with the next release: replies only, with approvals in One. Slack and Discord also have a separate chat-app path. Live phone calls need an enabled deployment and your carrier account; they are not enabled on the hosted service. - Telegram Built into One Receives and replies to per-bot chat messages Also: Connect with your key. Ships with the next release. - WhatsApp Built into One Receives and replies to per-bot chat messages Also: One-click connect. Ships with the next release. - Messenger Built into One Receives and replies to per-bot chat messages Ships with the next release. - Built into One Connects per-bot iMessage chat through Sendblue Ships with the next release. Via Sendblue. - Built into One Provides phone numbers and SMS chat Live calls are not enabled on the hosted service. SMS chat ships with the next release. - Plivo Built into One Connects voice agents to your carrier account Live calls are not enabled on the hosted service. - Telnyx Built into One Connects voice agents to your carrier account Live calls are not enabled on the hosted service. - Vonage Built into One Connects voice agents to your carrier account Live calls are not enabled on the hosted service. - Vobiz Built into One Connects voice agents to your carrier account Live calls are not enabled on the hosted service. - Exotel Built into One Connects voice agents to your carrier account Live calls are not enabled on the hosted service. [And more About 1,500 apps in the catalogue; some need a one-time setup.](https://onedev.jobrella.ai/docs/connectors) App connections run through your workspace’s integration catalogue (Composio on the hosted service). Self-hosted availability may follow Pipedream instead. No connector for a tool? The bot can try its browser; use Take control to sign in. Some sites may not work. Product names and logos are trademarks of their respective owners. Their use does not imply endorsement. **What starts a routine?** A schedule, an authenticated webhook, a GitHub event, or a Slack message where Slack messaging is enabled. Connecting an app does not add an email, order, or CRM-event trigger. Choose what needs your OK ### Set the controls. Read the result. Bots act without asking by default. Scheduled runs follow your rules. Turn on the controls you need before the first run. [Read how One handles trust ↗](https://onedev.jobrella.ai/trust) Illustrative settings · Action confirmations Ask before sending external email **On** Ask before purchases **On** Flag unexpected actions **On** The checker can ask for review; it cannot approve an action. Purchase checks cover consequential Stripe and Square actions, including refunds. #### Start with a Test run Read the output and the approval cards before enabling the schedule. #### Keep changes visible Architect proposals wait for **Apply**. Review them in **History**, with **Undo**. **Computer permissions and credentials** Set commands, file changes, apps, software installs, and browsing per bot to Always allow or Ask first. Credentials are encrypted and never sent to the model. Connected app accounts are shared by your bots in the Space. A schedule is not a substitute for attention. Start here ### Three moves, then judge it. 1. 01 Pick the report you rebuild Tell the Architect what you gather, where it comes from, and which decisions stay with you. 2. 02 Connect and test Connect the accounts. Set your approval rules. Use Test run and read the whole result. 3. 03 Set the time and keep reviewing Give the routine a schedule. Revisit its instructions when the work or the sources change. Before you ask ### Questions worth asking. **What can run on a schedule?** A routine is a saved instruction on one bot: gather a weekly report, check stock or bookings, triage a queue, or prepare follow-ups. Set it daily, on weekdays, weekly, monthly, at an interval, or with cron. It uses the bot’s available tools and approval rules. Replies and files land in its chat; mobile can notify you. **Can a routine start when an email or order arrives?** There is no direct new-email or new-order trigger. Use a schedule, an authenticated webhook, a GitHub event, or a message on a messaging app your deployment runs, such as Slack. A separate system can forward an event to the webhook from its server. A connected app alone does not start a routine. Runs an event starts ask before side effects unless you turn off that routine’s Ask before acting, and they can never change routines, bot settings or secrets. **What does it connect to?** The catalogue includes Gmail, Outlook, Slack, Google Sheets, Notion, Asana, Zendesk, Stripe, Square, QuickBooks, and more. Availability and setup vary by app and deployment; see the tiers above. Connections belong to you in a Space, and all your bots there can use them. For a tool without a connector, a bot can try its browser; you sign in with Take control. Browser access is not a guarantee that every site works. **What is a bot’s computer, and is it isolated?** It is a persistent browser, terminal, and files. The hosted service uses Docker containers. A Team Computer shares files and browser identity among your bots; choose a Private computer when that working state should be separate. Spaces form separate access boundaries. Per-bot permissions cover commands, file changes, apps, software installs, and browsing. Running a bot on your own Mac is a different trust boundary. **Can it act on our systems without asking?** Yes. Bots act without asking by default. Turn on Ask before sending external email and Ask before purchases for the actions those presets cover. An approval card offers Allow once, Always allow this tool, or Deny. Scheduled runs follow the approval rules you set. **How do we teach it how we do things?** Choose Teach a task on the bot’s computer, describe the result, and select Start recording. Demonstrate the work. One drafts a skill with the inputs, steps, checks, output, and approval boundaries. Review it, Save, Test, then Add to routine. Keep testing when the task or the website changes. **Can I ask it from my phone?** Yes, through One’s mobile app. Chat apps such as Telegram, WhatsApp, and Slack are planned for the next release. Those connections reply when you message the bot; they do not send routine results proactively or carry images, files, or approval cards. Review approvals in One. **What happens when a routine’s output stops being useful?** Turn off its Active switch. Read Run history and the replies in chat, then change the instruction or sources and use Test run again. Ask the Architect to review the setup if the job itself has changed. Proposed changes wait for Apply and remain in History. A schedule is not a substitute for attention. Keep looking [Accounting Match the exports. Explain the odd lines. Prepare your accountant’s pack.](https://onedev.jobrella.ai/use-cases/accounting) [Compliance Draft security questionnaires from your policies, with passages you can check.](https://onedev.jobrella.ai/use-cases/compliance) ### Start with next Monday’s report. Tell us what you gather and which decisions you want to keep. [Talk about your first routine](https://onedev.jobrella.ai/talk?plan=business)