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Give recurring work a schedule

Start with a practical job, tailor the instructions, and let OpenTag deliver each sourced result to a Slack channel or DM.

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Three routines that show how scheduled work can span metrics, meetings, and engineering.

Browse all routines
  • MarketingEvery Monday

    Monday growth report

    Compare signups, activation, churn, and revenue with the previous week, then explain the changes worth discussing.

    • PostHog
    • Stripe· Read only
    • Slack
    Example request

    “Every Monday at 09:00 [timezone], compare last week's signups and activation in PostHog with subscription and revenue changes in Stripe. Post a sourced summary in #growth.”

    View routine
  • Product & engineeringEvery weekday

    Stale pull request report

    Find pull requests waiting for review for more than a week and group them by likely blocker.

    • GitHub· Read only
    • Slack
    Example request

    “Every weekday at 09:30 [timezone], list pull requests in the app repository that have waited for review for more than seven days. Group them by blocker and post links in #engineering.”

    View routine
  • Operations45 minutes before

    Meeting prep briefing

    Receive a private brief with who you are meeting, your history, open commitments, and source links.

    • Google Calendar
    • Granola· Read only
    • Slack
    Example request

    “Before my external meetings, send me a private Slack brief with the attendees, our history from Granola, open commitments, useful questions, and links to every source.”

    View routine

Browse routines by team

Start with a real job, then change the source, timing, and output to fit your team.

3 routines

  • FinanceEvery Monday

    Invoice aging report

    List overdue invoices and show which customers account for the largest outstanding balance.

    • Stripe· Read only
    • Slack
    Example request

    “Every Monday at 09:00 [timezone], list overdue Stripe invoices by age and show which customers account for the largest outstanding balance. Post the sourced report in #finance.”

    View routine
  • FinanceDuring month-end

    Month-end input tracker

    Bring accounting records and the close checklist together, then flag missing inputs and owners.

    • Xero
    • Google Sheets
    • Slack
    Example request

    “At 09:00 [timezone] on the last three weekdays of each month, compare our Xero records with the close checklist in Google Sheets. Post missing inputs and their owners in #finance.”

    View routine
  • FinanceEvery Wednesday

    Stalled agreements report

    Find agreements still waiting on signatures and group them by owner and time outstanding.

    • DocuSign
    • Slack
    Example request

    “Every Wednesday at 10:00 [timezone], list DocuSign envelopes still waiting on signatures, grouped by owner and time outstanding. Post links in #operations.”

    View routine

Describe the job. OpenTag builds the routine.

Name what to read, the period to cover, the result you need, when it should run, and where it should go. Run it once and check the result before relying on the schedule.

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  • Time window
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  • Schedule
  • Destination