Scheduled Events
Run automated actions on schedules - daily reports, reminders, and recurring tasks.
Scheduled Events
Scheduled Events run actions on a schedule - daily reports, weekly cleanups, follow-up reminders. Set it and forget it.
Creating an Event
- Go to Events
- Click New Event
- Configure when it runs and who it targets
Schedule Types
| Type | When It Runs |
|---|---|
| Manual Only | Only when you click "Run" |
| Once | At a specific date and time |
| CRON | Recurring schedule |
| Interval | Every X seconds |
CRON Examples
0 9 * * 1-5 Every weekday at 9 AM
0 17 * * 5 Every Friday at 5 PM
0 0 1 * * First day of each month
0 8 * * * Daily at 8 AM
Targeting Members
Events run for specific members:
- All Members - Everyone in workspace
- Member Filter - Target by labels, roles, or data
- Specific Member - One person only
Attaching Actions
Link your event to actions:
- Create an Action first
- In the event, select which actions to run
- Actions execute in order for each targeted member
Running Events
Automatic: Events run on schedule when active.
Manual: Click Run to trigger immediately.
Paused: Disable temporarily without deleting.
Tracking Execution
Each run creates a record:
- Status: Completed, Failed, In Progress
- Member Count: How many were processed
- Errors: What went wrong (if anything)
Common Patterns
Daily check-in:
- Schedule:
0 9 * * 1-5(weekdays 9 AM) - Target: Members without recent activity
- Action: Send reminder notification
Weekly summary:
- Schedule:
0 17 * * 5(Friday 5 PM) - Target: All team members
- Action: Send week's metrics via webhook
Monthly billing:
- Schedule:
0 0 1 * *(first of month) - Target: Active customers
- Action: Trigger invoice generation
Follow-up loop:
- Schedule: Interval every 3600 seconds
- Target: Members with pending tasks
- Action: Send reminder
Journey Events
If your workspace uses Journeys, you can attach actions to journey lifecycle events. These events fire automatically as members progress through a journey.
| Event | When It Fires |
|---|---|
| Journey Enrolled | A member is enrolled in a journey |
| Journey Completed | A member completes all goal steps in a journey |
| Journey Step Due | A step's trigger time arrives (time-based triggers) |
| Journey Step Entered | A member's step transitions to in progress |
| Journey Step Completed | A member's step transitions to completed |
Common Patterns
Notify staff when a member enrolls:
- Event: Journey Enrolled
- Action: Member Notify to care team
Send a congratulations message when a journey completes:
- Event: Journey Completed
- Action: Assistant Message with a personalized completion message
Escalate when a step becomes due:
- Event: Journey Step Due
- Action: Send Webhook to external care management system
Log step completion for reporting:
- Event: Journey Step Completed
- Action: Send Webhook to analytics platform