Let SAM build a Routine

What this is for

AI turns a plain-English objective into activities, templates, and actions anchored to a routine key date.

When to use it

Use when you want a multi-step follow-up plan without building every activity by hand. Requires a key date selected and a connected AI provider (e.g. OpenAI).

Steps

1. Select entity and Select Date Field in Routine Setup.
2. Click Let SAM Build It.
3. Enter your objective; optionally enhance, use voice input, or import from file.
4. Review steps in Review Routine Steps, then Approve and Build.
5. Edit activities and templates; activate when ready.

Always review AI-generated steps before activating client-facing actions.