Automate AI

Schedule Automated Messages

Send templates automatically on a recurring schedule or on contact date events, from the Automation page's Schedule tab.

Last updated September 11, 2026

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Overview

Automation has two tabs: Flows, which respond to keywords in real time (see Create an Automation Flow), and Schedule, which sends templates automatically on a schedule or on contact date events like a birthday or anniversary — this guide covers Schedule.

Open the Schedule tab

1

Switch to Schedule

From the left navigation, click Automation, then click the Schedule tab.

Review scheduled automations

2

View scheduled automations

The Schedule tab lists every scheduled automation with its trigger type (for example Drip Sequence), Status, and Wallet Spent so far. Click Create Automation to set up a new one.

Wallet Spent reflects real cost

Each scheduled send draws from your account's wallet balance — an automation can show status Paused · Low balance if it runs out of funds mid-sequence.

See also

Create an Automation Flow

Table columns

ColumnDescription
NameThe scheduled automation's date/time label.
TriggerWhat starts it — for example Drip Sequence.
StatusActive, or Paused with a reason such as Low balance.
Wallet SpentHow much of your wallet balance this automation has spent so far.

Expected result

Each scheduled automation runs on its trigger and shows Active in the list while it's running, or Paused with a reason (for example Paused · Low balance) if it can't continue.

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