Routines overview

Routines are operational monitors and recurring jobs: system catalog templates (report freshness, reconciliation, link health, Creator Connect SLA, and more) plus optional custom canvas routines. They schedule on interval / daily / weekly clocks, open alerts, and can notify, email, fire automation events, or create Pipeline cards.

What you'll do

• Open Dashboard → Routines (feature routines)
• Use tabs: Overview, Installed, Alerts, Catalog
• Install recommended templates; acknowledge or resolve alerts
• Run a routine now; create a custom routine when your plan allows

Before you start

• Plan includes Routines
• Your role can view Routines (and install / run / resolve as needed)
• Marketplace tags and report imports exist if you rely on report-health / reconciliation
• Optional: Pipeline feature enabled if you want alerts as kanban cards

Steps

1. Open the Routines control center

1. Go to Dashboard → Routines.
2. On Overview, review the metric strip: healthy, needs attention, critical, overdue, runs today.
3. Use the priority queue for routines in warning/critical state—this is the intervention list, not the full inventory.
4. Jump to deep pages when needed: Catalog, Alerts, Mine, System, or New custom.

2. Install from the catalog

1. Open the Catalog tab (or Dashboard → Routines → Catalog).
2. Browse system templates, for example:
   • Report health — marketplace import freshness (required; not pauseable)
   • Report reconciliation — map report rows into link analytics
   • Link metadata / attribution / marketplace integrity — catalog quality
   • Link performance / optimization opportunity watch
   • Creator Connect SLA, Price watch, Sponsored Products outcomes
3. Install a recommended template. Required system routines stay visible and always on.
4. Open an installed routine to tune what the surface allows (thresholds and/or output bindings—alert, in-app, email, automation event, kanban card).

3. Work alerts and schedules

1. Open Alerts for open / acknowledged / resolved issues.
2. Acknowledge when someone is handling the issue; Resolve when the underlying condition is fixed (for example after uploading a missing report).
3. Schedules use:
   • Interval — every N hours (1–168)
   • Daily — hour/minute (+ timezone)
   • Weekly — day of week + time
4. Use Run now on templates that support manual runs to verify after a fix.

4. Optional — create a custom routine

1. Click Create custom routine (when custom_routines / plan allows).
2. Set name, category (reports, links, creator_connect, ops), and schedule.
3. Optionally scope to team, affiliate tag, campaign, or link.
4. Build the canvas and output bindings (alert, notification, email, kanban, automation event).
5. Save; the routine appears under Installed / Mine and can appear on the Calendar as routine events.

Tips

• Install Report health and Report reconciliation first if you rely on manual marketplace imports.
• Route critical alerts to email + Pipeline operations board so nothing sits only in the Routines UI.
• Pair routine alert triggers with Automations for Slack/Telegram fan-out.
• Required routines cannot be paused—fix data quality instead of silencing them.
• After fixing data, Run now and confirm health returns to healthy on the next evaluation.

Troubleshooting

Related

• Automations overview
• Reports overview
• Pipeline overview
• Calendar overview