Checklist HelperIncluded for free
The Checklist Helper turns recurring routines into checklists you and your team run again and again – from month-end closing to the trade show packing list. Alex drafts them from one sentence or a file, reviews them and remembers what was missing last time.
How it works
From one sentence, from a file or typed yourself: a checklist is ready quickly – and gets better with every run.
Tell Alex what you need the checklist for. You get a draft with sections and required items that you adjust and save.
Work instructions as PDF, a process in Word or a long email: Alex turns it into steps you can tick off – without inventing anything.
One item in focus, tick it off with the space bar, skip with S. Ideal for routines where the order matters.
Share a checklist with your team. Everyone ticks off in the same run, every tick shows name and time – and the list updates by itself.
More than a list
Good checklists are short, concrete and keep getting better. That is exactly where Alex helps.
Two ways of working
If you rarely do a routine, go through it item by item. If you know it by heart, work from memory and check at the end that nothing is missing. You set the way of working per checklist and can switch at any time during a run.
A learning checklist
After completing a run, Alex asks whether anything was missing – one click and the item is on the list next time. If an item keeps being left undone, Alex suggests removing it.
Runs by itself
Recurring checklists start on their due date by themselves. A keyword connects them to your calendar: if “trade show” is in an event, the packing list is ready three days before – and appears as a task in the Task Agent.
Also
One line, Enter, next item. A pasted list is split automatically – bullets and numbers disappear.
While you type you see what stands out. One click and Alex reviews the content more closely.
Anything that must not be missed is marked. The run can only be completed once it is done.
The run starts by itself. If the last one is still open, no second one is created.
With individual colleagues or the whole team. Only the owner edits – everyone can make suggestions.
Template or completed run, clean on paper or as PDF.
Due and overdue runs appear in your morning briefing.
Before / after
What lives in heads or in a Word document becomes a routine everyone on the team follows the same way.
Working together
The Checklist Helper works on its own. With Task Agent, Calendar Agent and the morning briefing it fits together automatically.
Questions
Short, straight answers. If yours is missing, just ask us.
The Checklist Helper is free in every Automagio account. The features where Alex drafts, reads or reviews checklists are currently limited to 40 requests per person per day.
The Task Agent manages one-off tasks. The Checklist Helper is for routines that run the same way again and again: you set up the checklist once and run it as often as you like. Due runs can appear as tasks in the Task Agent.
Text (.txt, .md, .csv), Word (.docx) and PDF up to 10 MB. You can also simply paste a text or an email. Alex only creates steps that appear in the content.
Only you at first. You can share a checklist with individual team members or the whole team. They can start runs and tick items off; only the owner can edit the template.
Running and completed runs stay as they were started. Changes apply from the next run.
In the template you set a keyword and a lead time, for example “trade show” and three days before. If the keyword is in the title of an event in the Calendar Agent, the run starts automatically – exactly once per event.
Yes. Templates and runs can be printed straight from the browser or saved as PDF.
Activate it, tell Alex what for – done. Free in every account.
Included for free Included with every dashboard at no extra cost
Tell me which routine keeps going wrong for you. I will turn it into a checklist.
