Routines
Trigger actions automatically based on time. Daily check-ins, weekly reminders, one-time notifications—reach out to members proactively without manual work.
What Routines Do
Routines automate time-based actions:
- Run workflows on a recurring schedule
- Send messages to targeted member segments
- Apply labels at specific times
- Trigger webhooks on schedule
- One-time or recurring patterns
Key Features
Member Targeting
Target specific segments:
- All members
- Filter by labels or data
- Individual members
Available Actions
| Action | What It Does |
|---|---|
| Start Workflow | Begin assignment for each member |
| Send SMS/Email | Message to targeted members |
| Apply/Remove Label | Update member tags |
| Trigger Webhook | POST to external system |
Timezone-Aware
Events run in your workspace timezone. Member-specific events can use member timezone.
How It Works
Schedule → Member Filter → Action
(when) (who) (what)
Example: Every Monday at 9 AM → Members with "Active" label → Send check-in SMS
Schedule Types
| Type | Use Case |
|---|---|
| One-Time | Launch announcements, specific reminders |
| Interval | Every X hours/days for regular cadence |
| Cron | Complex patterns like "weekdays at 9 AM" |
Common Cron Patterns
| Pattern | Expression |
|---|---|
| Daily at 9 AM | 0 9 * * * |
| Weekdays at 9 AM | 0 9 * * 1-5 |
| Every Monday | 0 9 * * 1 |
| First of month | 0 9 1 * * |
Common Use Cases
| Use Case | Configuration |
|---|---|
| Daily Check-In | 9 AM daily → Active patients → Wellness workflow |
| Appointment Reminder | 24h before → Specific member → SMS reminder |
| Lead Nurturing | Every 3 days → Stale leads → Re-engagement workflow |
| Renewal Alert | Daily → Expiring subscriptions → Renewal message |
Pricing & Limits
Feature availability and limits are determined by your subscription plan. See the pricing page for details.
Related Resources
- Event Rules - React to events in real-time
- Workflows - Conversation automation
- Members - Member management
- Labels - Member organization