Scheduling Playbooks
Schedule Playbooks to run daily, weekly, or monthly. Configure time zones, monitor run history, pause schedules, and manage limits by plan tier.
Schedule your Playbooks to run automatically at regular intervals. Wake up to fresh analysis without lifting a finger.
Schedule Options
Manual Only
Run Playbooks on-demand:
- Click "Run Now" when needed
- Best for occasional analysis
- Available on all plans
Daily
Run every day:
- Set specific time
- Good for daily metrics
- Requires Pro plan or higher
Weekly
Run once per week:
- Choose day of week
- Set specific time
- Good for weekly reports
Monthly
Run once per month:
- Choose day of month (1-28)
- Set specific time
- Good for monthly summaries
Monthly schedules use days 1-28 to avoid issues with months of different lengths.
Setting Up a Schedule
New Playbook
- Create your Playbook
- In the schedule section, choose frequency
- Select day/time as needed
- Save the Playbook
Existing Playbook
- Open the Playbook
- Click Edit
- Update the schedule settings
- Save changes
Time Zones
Schedules run based on your account time zone:
- Go to Profile Settings
- Set your time zone
- All schedules use this time zone
Set your time zone correctly to ensure Playbooks run when expected.
Schedule Best Practices
Choose the Right Time
- Daily reports: Early morning (6-8 AM) - Pro/Max only
- Weekly summaries: Monday morning
- Monthly reports: 1st or last business day
Allow for Data Updates
If your data source updates at specific times:
- Schedule Playbooks after data refreshes
- Leave buffer time for processing
- Account for time zone differences
Stagger Multiple Playbooks
If you have several scheduled Playbooks:
- Space them apart by 30+ minutes
- Prioritize critical reports earlier
- Avoid scheduling all at the same time
Monitoring Scheduled Runs
Run History
View all past executions:
- Open the Playbook
- Click Run History
- See status, time, and results
Run Status
| Status | Meaning |
|---|---|
| Success | Completed without errors |
| Failed | Error occurred |
| Running | Currently executing |
| Skipped | Didn't run (e.g., data unavailable) |
Error Notifications
When a scheduled run fails:
- Error logged in run history
- Details available for troubleshooting
- Email notifications (Pro and Max plans)
Managing Schedules
Pause a Schedule
Temporarily stop scheduled runs:
- Open the Playbook
- Click Pause Schedule
- Resume when ready
Change Frequency
Update how often it runs:
- Edit the Playbook
- Select new frequency
- Save changes
Delete Schedule
Remove automation but keep the Playbook:
- Edit the Playbook
- Set frequency to "Manual"
- Save changes
Schedule Limits by Plan
| Plan | Scheduled Playbooks | Frequencies |
|---|---|---|
| Free | 1 | Weekly, Monthly |
| Starter | 3 | Weekly, Monthly |
| Pro | 10 | Daily, Weekly, Monthly |
| Max | Unlimited | Daily, Weekly, Monthly |
Troubleshooting
Playbook Didn't Run
- Check schedule is enabled (not paused)
- Verify time zone settings
- Review run history for errors
- Confirm plan supports scheduling
Wrong Time
- Check account time zone setting
- Verify schedule configuration
- Account for daylight saving changes
Missed Runs
- Playbooks don't "catch up" on missed runs
- If the system was unavailable, run skips
- Manually run to get latest results