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Habit Agent overview: Automate recurring routines

Learn how to use Habit Agents to protect flexible time for the routines you want to happen every week.

✨ This article covers Reclaim 2.0 features and workflows. You can confirm your current app version on your User Profile. If you signed up after May 2026, you’re already using Reclaim 2.0.

Still on Reclaim 1.0? Upgrade from the banner in the Planner, or contact [email protected] for access.

What is a Habit Agent?

A Habit Agent helps you consistently make time for recurring routines without locking them to the exact same time every day or week.

Instead of creating a fixed recurring event, you tell Reclaim when the Habit can happen, how long you want it to be, and how flexible it can be. Reclaim then finds the best time for it around the rest of your schedule and keeps adjusting as your week changes.

Habits are great for things that you want to protect regularly, but don’t need to happen at the same time every week, like:

  • Lunch

  • Weekly planning

  • Email or admin catch-up

  • Workouts or walks

  • Monthly expenses or reporting

  • Personal routines

For example, instead of blocking lunch at exactly 12:00pm every day, you might tell Reclaim:

Schedule a Lunch Habit anytime between 11:30am and 2:00pm, ideally around noon, for 30–60 minutes.

If a meeting takes over noon, Reclaim can move Lunch later within that window instead of leaving you with a conflict or forcing you to reschedule it yourself.

That flexibility is what makes Habits different from standard recurring calendar events: you define the routine and the boundaries, and Reclaim keeps finding time for it as your schedule changes.


How to create a Habit Agent

You can create a Habit Agent in a few ways:

  • Click +Add from your Agents list and browse the Habits templates in the Agent Library

  • Use the +Create button in the top navigation

  • Ask Reclaim Chat to create one for you

The Agent Library includes templates for many popular routines like lunch and end-of-day catch-up, along with other work and personal routines.

When you create or edit a Habit Agent, Reclaim will show the proposed calendar impact in Preview Mode first so you can review it before committing to any changes.



​Setting your Habit rules

Habit rules tell Reclaim when your routine can happen and how much flexibility it has when your calendar gets busy. Depending on your setup, you can configure:

  • Can shorten to: The minimum duration Reclaim can use when there isn’t room for the full event

  • Can move within: The hours and days where Reclaim is allowed to reschedule your Habit

  • Reclaim Smart Time Defense: How Reclaim balances keeping your Habit available for booking versus protecting the time as your schedule fills up

Habit scheduling tips

Habit Agents are most useful for routines that matter but don’t need to happen at one exact time. Give Reclaim enough flexibility to work around the rest of your schedule, and it can help keep those routines from getting pushed aside when your week gets busy.

Give Reclaim a scheduling window

A Habit works best when you give Reclaim a window instead of one exact time.

For example:

Lunch between 11:30am and 2:00pm, ideally around noon.

Reclaim will aim for your preferred time first, but it can move the Habit elsewhere in the window when your schedule changes. A wider window gives Reclaim more opportunities to keep the Habit on your calendar.

Let the duration flex

You can also tell Reclaim how long you ideally want the Habit to be and the shortest duration you’re willing to accept.

For example, you might prefer a one-hour lunch but allow Reclaim to shorten it to 30 minutes on an especially busy day. This gives Reclaim another way to keep your Habit scheduled when your week fills up.


How Reclaim defends your Habit

Reclaim Smart Time Defense helps protect your Habit without jamming up your calendar with a bunch of events at the beginning of the week.

When there’s still plenty of room elsewhere in your schedule, a Habit can appear as free on your Planner with a dotted border, meaning Reclaim is holding that time as a possible slot for your Habit, but it still appears as available to others.

As your day fills up and that time becomes one of the last realistic opportunities for your Habit, Reclaim with automatically switch it to busy, so others can see it and defend the time from being lost.

This helps keep flexible routines like lunch available for scheduling while still giving Reclaim a chance to protect them when your calendar gets busy.

Learn more about how Reclaim uses 'free' and 'busy' time to keep your schedule flexible in this doc.


Turning a recurring event into a Habit

If you already have a recurring event on your Google or Outlook calendar, you don’t need to recreate it from scratch.

From the Planner:

  1. Select the recurring event.

  2. Choose Make a Habit at the bottom of the event card.

  3. Review and customize the new Habit Agent.

This works for recurring events that only include you.

If a recurring event includes other internal attendees, it’s better suited to a Smart Meeting Agent, since Reclaim also needs to consider everyone else’s availability. Learn more in our Smart Meetings overview doc.


What happens when your week gets busy

Your Habit’s priority and scheduling rules determine how Reclaim handles it when there isn’t enough room for everything.

Depending on your settings, Reclaim can:

  • Move your Habit to another time within its scheduling window

  • Shorten the Habit to your minimum duration

  • Remove the occurrence from your calendar if there isn’t enough room

  • Leave it on the calendar as a conflict so you can see that Reclaim wasn’t able to find time, so you can manually decide to move things around or delete it

Remember: Higher-priority events can take precedence over lower-priority Habits when your calendar fills up. Learn more in our Priorities overview doc.


Adding specific tasks to a Habit

You can connect a Habit to a filtered set of tasks so relevant work appears when that Habit starts.

Each Habit can use its own task filter. For example, a reporting Habit could surface only reporting-related tasks, while another Habit could show tasks for completely different project.

You can configure tasks from the Habit Agent itself or by selecting the Habit event in the Planner.


Controlling how your Habits appear to others

You can also control how your Habit appears to other people on your calendar:

  • Busy or free: Controls whether the time initially appears available to others

  • Visibility: Controls whether other people see the event details or only that you’re busy. By default, Reclaim will apply your primary calendar's visibility settings.

For example, keeping a lower-priority Habit visible but free lets your team see what you’ve planned while still allowing someone to book that time if needed.


Habit Agent troubleshooting

Why did Reclaim move my Habit?

A higher-priority event may have needed the time, so Reclaim moved the Habit to another available slot within its rules.

If you want the Habit to move less often, you can raise its priority or narrow its scheduling window.

I deleted the Habit event and it reappeared on my calendar

Deleting one occurrence tells Reclaim that the event needs another time, so it may reschedule it.

Use the Skip action if you want to cancel a single occurrence without Reclaim finding another time.

My Habit stopped moving after I dragged it

If you manually move a Habit in the Planner or Google Calendar, Reclaim locks that occurrence and stops automatically rescheduling it.

To let Reclaim manage it again, right-click the event in the Planner and unlock it.

Reclaim stopped scheduling my Habit

There may not be enough room within the scheduling rules you’ve provided.

Try widening the scheduling window or lowering the minimum duration to give Reclaim more options.


Need more help?

If you have questions or run into issues, reach out to the Reclaim support team at [email protected] or use the in-app chat to get help.

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