A routine checks one part of your marketing on a schedule, such as an SEO audit of your website or a look at wasted ad spend. Each finding becomes a task you can accept or decline, and later runs check whether the fix worked.
Turn on a routine
- In the sidebar, open Routines. Use Ready to activate to see the ones you haven't started.
- Open a routine. In the panel on the right, set what it needs, such as your website or the tool it reads your data from.
- Choose a schedule: daily, weekly, every 2 weeks, monthly or every 3 months. Runs start at 8:00 AM in your time zone.
- Under Tasks go to, pick the channel its findings belong in.
- Click Activate.
Once it is active, click Run now to run it straight away, or switch off Run on schedule to pause it. Each routine card also has an on and off switch.
Where the findings go
- Findings arrive in Triage as tasks, suggested into the channel you chose. You accept the ones worth doing.
- The next run adds a comment to each task saying whether the fix held.
- A finding you decline is not suggested again.
- Each run's report is under My reports, with a share link, CSV and PDF.
Good to know
- Owners, admins and members can change routines.
- Routines that read a connected tool, such as your ad account, need the Growth or Scale plan and a connected tool.
- If a scheduled run fails, the person who set it up and the workspace admins are told.