Scheduled Automations

Run actions on a recurring schedule against records that match a filter.

Scheduled automations run at set times instead of after an event. They are a separate automation type and do not use an event trigger.

At each scheduled time, Blue finds every record that matches the automation’s filter and runs the actions on each one.

Scheduled automations require Pro or Enterprise.

Create a Scheduled Automation

  1. Open the workspace’s Automations list.
  2. Select Create Automation > Scheduled Automation.
  3. Choose a frequency: Daily, Weekly, Monthly, Yearly, or Cron.
  4. Set the options for that frequency (see below).
  5. Set the time of day and time zone.
  6. In Filter, choose which records the actions run on. Leave it empty to include all records.
  7. Add one or more actions in Then.
  8. Select Create Automation.

Scheduled automation configurator showing Weekly selected, Mon/Wed/Fri toggled, time and time zone, and the generated schedule preview

Frequency Options

  • Daily: Runs every day at the configured time.
  • Weekly: Runs on one or more selected days of the week, at the configured time. At least one day must stay selected.
  • Monthly: Runs on one selected day of the month, at the configured time.
  • Yearly: Runs on one selected month and day, at the configured time.
  • Cron: Runs on a schedule you enter as a raw cron expression. Use this for schedules the other options cannot express, such as every few hours.

The time zone applies to this automation only. It defaults to your browser’s local time zone; open the time zone dropdown to pick a different one. The Cron option does not use the time-of-day picker — the cron expression sets its own timing.

Filter

The filter works the same as other record filters: pick a field, an operator, and a value, and combine rules with AND/OR. A scheduled automation supports one filter group.

Example

Schedule: Weekly, every Monday at 9:00 AM, America/New_York Filter: Due date is before today AND Status is not “Complete” Actions: Add the “Overdue” tag and notify the assignee.

Each Monday morning, Blue tags and notifies the assignee on every record that is still open past its due date.

Behavior

  • A scheduled automation evaluates the filter fresh at each run. A record that did not match last time can match this time, and the other way around.
  • If no records match when the schedule fires, Blue runs no actions and waits for the next scheduled time.
  • Pausing an automation stops it from running at its next scheduled time. See Introduction for the pause/resume toggle.