Create, schedule, and run routines

Create a routine

1. 1Open Routines from the main navigation.
2. 2Choose New routine.
3. 3Describe the recurring outcome in the planning conversation.
4. 4Answer the Brand Manager’s questions about inputs, decisions, schedule, and approvals.
5. 5Review the execution plan and save the routine.

Choose the schedule

• Use one-off dates for planned moments.
• Use weekly times for predictable recurring work.
• Use intervals for repeated checks inside a time window.
• Confirm the workspace timezone before enabling the routine.

Operate and review routines

1. 1Enable or disable a saved routine with its toggle.
2. 2Use Run now when you need an immediate execution.
3. 3Expand the routine to review its plan, schedule, and next execution.
4. 4Open Previous Executions to inspect completed or failed runs and their outputs.
5. 5Delete routines that should no longer run.

If a routine cannot run

• Save the planning conversation before enabling or running a draft.
• Check that required connectors and credits are available.
• Confirm the routine is enabled and has an upcoming execution in the correct timezone.
• Open the latest failed execution for its recorded error.