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Routines let you run a prompt on a recurring basis and have the result delivered straight to Slack or your inbox. Behind the scenes, each routine uses the Converge MCP to pull live data from your workspace, so the output reflects the latest numbers every time it runs. Use routines for things like:
  • A daily performance snapshot with revenue, orders, ad spend, and blended ROAS broken down by channel group.
  • A weekly “scale or kill” review of your top Meta ads, with NC ROAS and a recommended action per ad.
  • A weekly head-to-head comparing Paid Social vs Paid Search efficiency on new customer acquisition.
  • A weekly site health check covering visitors, session conversion rate, and AOV, flagging any day that fell off pace.
If you need an in-depth analysis, connect the Converge MCP to your AI of choice and chat with it directly.

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How it works

A routine has three parts:
  1. Prompt: Describes what data to pull and how to format the result. The MCP is invoked automatically to fetch the data from your Converge workspace.
  2. Schedule: Daily or weekly, at a time you choose.
  3. Delivery: A Slack channel or one or more email addresses.
Routines aim to run at the scheduled time, but delivery can lag by up to 10 minutes while we wait on the AI’s response.
Routines always produce a response on every scheduled run. If you only want a notification when a metric crosses a specific threshold, you’ll need to evaluate the output yourself. Native threshold-based alerting is not supported yet.

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Connect Slack

Slack connects once for the whole workspace, not per routine. A workspace admin connects it under Settings → Integrations, and from then on every routine can deliver to it. See Slack for setup and how to manage the connection.

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Create a routine

  1. From the sidebar, open Routines and click New routine.
  2. Give the routine a name, e.g. Daily revenue summary.
  3. Write a prompt that describes the routine. Be specific about the metrics, time range, comparison period, and output format. See writing good prompts below.
  4. Set the schedule: daily or weekly, and the time of day.
  5. Choose a delivery method:
    • Slack: Pick a channel. Slack connects once for the whole workspace, see Connect Slack above.
    • Email: Add one or more recipients.
    For Slack, add the converge bot to the channel before it can post. Type @converge, send the message, and click Add to Channel. Private channels won’t appear in the channel dropdown until the bot’s been added. See add the bot to a channel. Use Send test message to confirm it’s working.
  6. Click Save. You can run the routine once with Run now to verify the output before it goes live, this can take several minutes to finish.

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Writing good prompts

Routines are best for short, scannable updates that land in Slack or email, think snapshots and recaps, not deep dives. The prompt runs without any human in the loop, so it needs to be self-contained. A few tips:
  • Keep the scope tight. Ask for a handful of metrics and one comparison, not a full-funnel analysis. “Yesterday’s revenue, orders, and conversion rate, compared to the same day last week.”
  • Specify the output format. Tell the model how to structure the result. For Slack, ask for short Markdown with bullets and bold metric names. For email, ask for an HTML table.
  • Set length constraints. Long messages get truncated in Slack and skimmed in email. “Keep it under 300 words” goes a long way.
  • Spell out comparisons. If you want week-over-week or month-over-month changes, say so explicitly.
For more advanced setups, custom triggers, multi-step workflows, or destinations beyond Slack and email, see automate workflows for n8n, Zapier, and Claude Cowork patterns.