go↗SeeristTHE LITTLE FIELD GUIDE

EVERYDAY THINGS / 3 MINUTES

A rhythm for your week

Give the recurring little jobs a place on the calendar.

Your little win: Understand specialist schedules, content planning and automation controls.

01 / SEE HOW IT FITS

The big picture, in little steps.

STEP 1 OF 4

Choose a specialist

Goals → Set up specialist employees offers Executive Assistant, Customer Support and Social Growth Specialist. Their daily/hourly/weekly profiles use existing employee roles and granted tools.

02 / YOUR TURN

Have a little go.

✎ fictional practice

This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.

Setting out the pencils…

03 / DO IT IN SEERIST

Ready for the real thing?

Project hub → Goals / Calendar; Settings → Automation

Before you start: Relevant connected capabilities, product access and permission to configure automation.

  1. 1

    Choose a specialist

    Goals → Set up specialist employees offers Executive Assistant, Customer Support and Social Growth Specialist. Their daily/hourly/weekly profiles use existing employee roles and granted tools.

  2. 2

    Put content on the calendar

    Add title, channel, author, timezone and source document. Choose a time or Find the next available weekday morning slot.

  3. 3

    Check what scheduling means

    A calendar slot organizes work; it does not publish or send. Due notices are in-app. Gmail/Outlook and IMAP draft work require their respective connections; an IMAP draft is not an email send.

  4. 4

    Control recurring work

    Settings → Automation shows the workspace schedule switch, alerts and job history. Connect an alert destination before selecting it. Pausing schedules does not mean all already-running work has been cancelled.

A little thing to rememberA proposed calendar slot is an available time, not a proven best time to reach your audience.

Open this area in Seerist ↗ (new tab)

Opens the real app in a new tab. Sign in and check the selected workspace before acting.

Take a little note with you.

About this lesson

Checked September 13, 2026 against app source a365066. Based on shared/employee-profiles.ts; docs/connected-workspace.md; web/src/components/AutomationPanel.tsx. This is a source-based guide, not a claim that every provider action was live-tested.