Understanding Scheduled Jobs and Automated Reports

Modified on Tue, 5 May at 7:18 PM

Understanding Scheduled Jobs and Automated Reports

Scheduled Jobs automate recurring tasks at specific times — such as sending dashboard metric reports via email/SMS or triggering alerts when key values cross a threshold.

TL;DR

Access: Account → Scheduled jobs. Jobs define when and under what conditions to act. Templates (Email/SMS) define what to send. A job can trigger multiple templates. Steps: create job → set schedule (time + days) → optional execution conditions (value thresholds) → optional filters → add actions (email or SMS template). Dashboard values like {{dashboard.metric_slug}} can be embedded in templates. View run history under the job's "History" tab.

Get started in 4 steps

Create a new job

Go to Account → Scheduled jobs → + New job. Give it a name. Set the schedule: time of day (e.g. 08:00) and which days (e.g. Mon–Fri). This is when the job will run every week.

Configure execution conditions (optional)

Add conditions that must be true for the job to run — e.g. only execute if a dashboard value exceeds a threshold (e.g. "leads_waiting > 50"). This turns the job into a conditional alert instead of a constant report. Leave empty to run every scheduled time regardless.

Add filters (optional)

Filters narrow down which data the job processes — e.g. "only leads in campaign X" or "only resources with status Y". Filters work like campaign filters: field + operator + value.

Add actions

Add one or more Email or SMS actions. Each action references a template. Select the recipient (a specific user, a role, or a dynamic field) and the template to send. A single job can send multiple emails/SMS to different recipients simultaneously.