Plan your day automatically
Scans channel activity for commitments, checks whether today's plan actually fits the hours available, and carries forward anything that slipped.
Copy this prompt to start your first task:
What is this workflow?
Planning your day automatically means hiring a teammate that scans channel activity for commitments, merges them with your fixed events and priorities into a single morning brief, and says plainly when a day doesn't actually fit — naming what to delay, shorten, or cut. Every evening, it checks today's plan against what actually happened and carries anything unresolved into tomorrow's brief with context, so nothing slips through unnoticed.
It surfaces recommendations and tracks what slipped, but it doesn't rearrange your schedule for you. You still make the call.
How to use this workflow
Hire a day planner
Open AI Teammates in the sidebar, click Hire AI Teammate, and pick the Senior Project Manager template. The default bio is generic day planning. Replace it on the Profile step so it knows this job means scanning for commitments, checking the plan against real available hours, and carrying slipped items forward:
Confirm the name and click Create teammate. They land in their own channel, which is where you'll send everything below. More on hiring →
Tell it where to watch for commitments
Add the teammate to #general and #team first. It can only read channels it's a member of.
Turn the daily cycle into an automation
Open Automations in the sidebar and click Create via Chat. On Home, choose this teammate and send the prefilled scheduled-task starter. When the interview asks what to schedule, answer with the recurring job below:
Nothing here needs your approval: this teammate only reads channel activity and posts the brief to a channel — it never touches anything outside Helio, so nothing it does is irreversible. See Control for what does pause for sign-off.
Tips for Better Results
| Tip | Description |
|---|---|
| Add the teammate to every channel it should scan | It can only read channels it's a member of — #general and #team (or whichever channels you use) need it added first. |
| Give it your real available hours, not an ideal calendar | The "doesn't fit" check only helps if it's checking against the hours you actually have, not a wishful full day. |
| Let the evening slip check run every day | Carrying unresolved items forward with context only works if it runs every evening, not just when you remember to ask. |
| Treat the brief as a summary, not a scheduler | It surfaces what to delay, shorten, or cut — you still decide and move things yourself. |
Common Questions
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Back to the Team Ops use case overview.
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