16d • Q&A
How to Build Your First Claude Routine: Complete Step-by-Step Setup
If you've been hearing about Claude Routines but haven't actually set one up yet, this is your no-fluff walkthrough. By the end you'll have a routine that checks your inbox every morning and Slacks you drafts before you wake up.
Watch the full demo first — then use the checklist below as your copy-paste guide:
Prereqs:
- Claude Pro/Max or Claude Code access
- Connectors set up for whatever apps you're hitting (Gmail, Slack, etc. — add these at Claude Code Settings → Connectors)
The 6-step setup:
- Go to claude.ai/code/routines → click New Routine (top right)
- Name it — something specific like morning_inbox_drafter
- Write the prompt like an SOP. Be more precise than a normal skill — routines run hands-off with no steering. Example:
"Pull all unreads from the provided Gmail connector. For each unread, check for prior conversations with that contact and pull them for context. Draft replies based on what you know about me. When done, use the Slack connector to DM me a summary with each draft."
- Pick your model (Opus 4.6 1M is Nick's pick for context-heavy flows)
- Choose a trigger: Schedule → visual picker, hourly/daily/etc. (best for recurring stuff) Webhook → fires from an external event API call → triggered by another system or agent
- Attach connectors (Gmail, Slack, whatever the prompt references) → hit Run Now to test
Pro tips from the video:
- Routines run without you watching — so lock down the prompt. Fewer edge cases = fewer silent failures.
- Use the calendar view on the Routines page to see everything that's about to fire today.
- You can stack multiple triggers on the same routine (schedule + webhook).
Your turn: What's the first routine you're building? If you want feedback on your prompt before you schedule it, paste it below and the group can pressure-test it.
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How to Build Your First Claude Routine: Complete Step-by-Step Setup
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