Routines
Your firm's expertise, encoded as repeatable workflows
Routines
Routines are your firm's playbooks. They string multiple tasks together in a sequence, automatically ensuring everyone (including AI) knows what to do next.
Life Cycle of a Routine
Routines manage the state of active work inside Engagements.
Templates
Master firm-wide playbooks (e.g., Client Intake, Due Diligence, Discovery prep).
Live Workflows
The active workflows that you trigger inside a specific Engagement.
Deployed
Templates that pass review and are published for the entire firm to use.
Execution Modes
Every Routine runs in one of two modes:
- Manual: A human triggers the routine and works through each step. Required for complex, judgment-heavy approvals.
- Scheduled: Runs on a recurring cadence (daily, weekly, monthly, or a custom interval) with a configurable start date, frequency, and time of day. Ideal for recurring compliance checks or periodic billing reviews.
Auto-Assign AI
This is an optional setting you can enable on any Routine, regardless of execution mode. When turned on, AI-compatible Blocks are automatically assigned to the appropriate AI Agent for processing — for example, a Drafting block is handled by the Drafting Agent, or a Review block by the Review Agent.
When enabling Auto-Assign AI, it is strongly recommended to keep Require Human Review active in your Routine's configuration. Seraa AI operates as the drafter, but a licensed professional must approve the work.
Routine Builder
Seraa AI features a visual drag-and-drop builder for Routines.
- Drag Blocks (steps) into the canvas.
- Connect one Block's output as the input of the next.
- Test workflows instantly inside the builder before sharing them with your team.