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Put checks on a schedule

Wake up to fresh alerts and recommendations instead of remembering to press Run now.

What you get

  • Checks that run for you automatically, on a cadence you pick.
  • The same sources and items as a manual run — nothing changes except who presses the button.
  • Alerts and recommendations that stay current without anyone logging in.

Setting up a schedule

  1. Go to Settings → Schedule.
  2. Pick a cadence.
  3. Save. Scheduled runs behave exactly like manual ones — same sources, same items, same research-unit usage against your plan's cap — they just happen on time instead of on demand.

Picking a cadence

Daily is the common choice: it keeps alert and recommendation data fresh enough to act on each morning without burning through your cap. If your market moves slowly, a lighter cadence stretches the same cap across more of your data.

Tips

  • Scheduling is a paid-plan feature; on the free tier you'll see an upgrade prompt when enabling one.
  • Scheduled runs consume research units like any other run, so pick a cadence that fits your plan.
  • A workspace in sample mode can't enable a schedule — reset the workspace data first to switch to your real data.
  • Changing your cadence takes effect on the next scheduled run; it doesn't retroactively re-time runs that already fired.
  • Pausing a schedule doesn't lose its cadence setting — turn it back on later and it resumes on the same cadence.

What a scheduled run looks like in history

Scheduled runs appear in Reports & history exactly like manual runs, with the trigger noted on the run detail page so you can tell which runs were automatic. There's nothing special to check for a scheduled run beyond what you'd check for any run — the schedule just decides when it happens.

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