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Routines

Create operational checks and recurring reminders that keep reports, links, campaigns, and team work on track.

Start with Routines
Scheduled routine card with healthy status and checklist steps

Built for teams.
Problems surface before customers do.

  • Broken links caught early
  • Alerts that reach the right person
  • Less manual health checking
  • Issues become actionable work

How it works.

  1. 01

    Choose a starter or begin blank

    Start with a system template, a weekly reminder, or a blank canvas built for operational work.

  2. 02

    Define what the routine watches

    Set the trigger, scope, conditions, and thresholds that decide when the routine should fire.

  3. 03

    Choose how it should surface work

    Send the result to alerts, email, notifications, or the operations board so the team knows what to do next.

  4. 04

    Run and monitor every step

    Preview the routine, publish it, and inspect each run with step-by-step logs and status history.

Here’s what you can do.

Managed system routines

Always-on routines keep core data flows healthy by monitoring report coverage, reconciliation, and critical operational checks that should never be disabled.

Custom routine canvas

Build your own routines with triggers, scope, conditions, thresholds, delays, and outputs. Use the same visual language as Automations, but focused on operational follow-up.

Operational reminders

Create weekly or daily reminders for real work: upload reports, refresh your bio site, review analytics, source deals, or clear the alert inbox.

Actionable outputs

Turn routine results into alerts, emails, in-app notifications, or Kanban board work so the team can move from detection to action without losing context.

Explore Routines.

Routines turns recurring operational work into a first-class system. Keep critical report health always on, create your own reminders and checks with a visual canvas, route issues into alerts or Kanban, and give the team one place to manage stale imports, recurring tasks, and operational follow-up.

RoutinesInteractive example

Recurring work.
Never forgotten.

Upload Amazon, eBay, Walmart reportsMonday 09:00
Report coverage healthMonday 10:00
Review analyticsWednesday

Report health stays always on. The rest is yours to build.

Make it work
your way.

  • Remind the team every Monday to upload Amazon, eBay, and Walmart reports
  • Open an issue when link metadata is still incomplete after a new link is created
  • Route stale Creator Connect work into the operations board automatically
  • Create recurring routines for deals sourcing, analytics review, or bio site refreshes
Details & integrations
System Guarantees
Always-on routines

Pointerly-managed routines protect report health and reconciliation without relying on manual memory

Custom Builder
Visual canvas

Create reminders, checks, thresholds, delays, and outputs with a node-based builder

Outputs
Alerts, email, boards

Surface routine results as in-app issues, emails, notifications, or Kanban cards

Run History
Step-by-step logs

See every run, inspect each node step, and understand why a routine matched, warned, or skipped

Ownership
Assignments & inbox

Assign follow-up, triage the alert inbox, and keep operational work visible

Use cases
Health + reminders

Monitor stale data or remind the team to upload reports, refresh links, or review applications

Automations — Emit routine events so Automations can notify, escalate, or fan out follow-up actions

Pipeline & Kanban — Project routine alerts into the Operations board and keep ownership visible

Reports — Track missing imports, stale coverage, and reconciliation health when upstream APIs are incomplete

Creator Connect — Escalate stale applications and campaign inactivity into the same operational layer

Your next chapter
starts with a link.

Bring your content, your people, and your plans.
Make something that feels like you.