Weekly review and planning

A fixed Friday or Monday pass that closes last week's leftovers and books next week's work into the calendar.

macOS — coming soonSee the 3 automations
More / AUTOMATE.md

Every Friday at 4pm, list tasks rolled over more than once, mark each one to reschedule, delegate, or drop, and send the counts.

Ready-made: Rolled-Over Task Review

The job, and what good looks like.

A week ends with tasks nobody closed, and the next one starts by rebuilding the list from memory. Meetings that were cancelled stay on the calendar, deadlines agreed verbally never reach a task, and by Wednesday the plan is fiction nobody trusts. The review is a fixed appointment, ideally Friday afternoon or Monday morning, and it takes twenty minutes. First, close out the week: every task touched this week is marked done, moved to a later date, delegated, or deleted, because a task that survives three reviews without moving is either not work or not yours. Second, look at what is coming, with fixed commitments coming from the calendar, real deadlines coming from the people waiting on you, and everything else treated as a choice. Third, book it: work that matters gets time in the calendar before other people claim it, in blocks long enough to start. Fourth, write the two or three things that would make the week a success if nothing else happened. A person still decides what actually matters, which commitments to cancel, and how much capacity is realistic. The output is not a perfect plan, it is a week whose first hour is already decided.

When it is handled

  • No task older than two weeks
  • Next week booked before it starts
  • Dead commitments cancelled

Works with tools like

  • Todoist
  • TickTick
  • Notion
  • Google Calendar

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Inbox To Zero Sweep

Tasks still in the inbox, give each one a date, a project, or a delete, then post the remaining count so it reaches zero.

Every Sunday at 6:00pm

Next-Week Plan Draft

Holds and deadlines next week, draft a weekly plan from open tasks and send it for review before Monday.

Every Friday at 3:00pm

Rolled-Over Task Review

Every Friday at 4pm, list tasks rolled over more than once, mark each one to reschedule, delegate, or drop, and send the counts.

Every Friday at 4:00pm

You stay in charge.
At every step.

It sorts and reminds. You decide what to do.

  • It never replies for you

    Digests and reminders come to you. Anything that would send a message waits for your OK.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only what you connect

    Each automation reaches only the inbox, calendar and notes you give it.

Rolled-Over Task Review

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Built-in rules in your email and calendar

Filing messages by sender or subject.

They can't read what a message asks for, or follow up on it.

Flowchart automation tools

Connecting apps if you build and maintain the flow.

Every exception becomes another branch.

AI chat assistants

Summarizing when you ask.

Nothing happens until you remember to ask.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Inbox triage routine

A fixed daily pass that turns unread mail into deleted, answered, scheduled, or handed-off threads.

3 automations

Calendar hygiene and focus time

Keeps the week honest by removing dead bookings, asking for agendas, and protecting blocks for real work.

3 automations

Project updates

Collects one written status from every active project each week and surfaces the blockers nobody has raised.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon