Routines

Routines run actions on a schedule - daily reports, weekly cleanups, follow-up reminders. Set it and forget it.

Creating a Routine

Go to Routines
Click New Routine
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

Routines 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 routine to actions:

Create an Action first
In the routine, select which actions to run
Actions execute in order for each targeted member

Running Routines

Automatic: Routines 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

Related Resources

Workflows

Build AI-powered conversation flows with tasks, abilities, and agents.

Actions

Automate your workspace with event-triggered actions, notifications, and webhooks.

Experiments (A/B Testing)

Run member-level A/B tests with weighted groups, CEL branching, and journey goal reporting.

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