Every company has work that repeats: the Monday summary, the weekly reminders, the month-end checks. The risk is not that it is hard. The risk is that nobody is sure whose job it is.
A schedule and an owner
A routine runs recurring work on a schedule and names one accountable person. If it needs attention, there is one person to ask.
An example: the weekly reminder
A routine can draft the weekly reminder emails for overdue invoices. The drafts wait for you: you read them, change what you want, and send them yourself.
When the work has steps
Workflows chain agent steps, human steps and approvals. A decision step can branch on a result, so a small amount goes one way and a large one needs a person.
In short
- A schedule makes the work happen on time.
- One named person is accountable.
- Workflows add steps, decisions and approvals.