Run records on schedule trigger in Agent Hub workflow builder

Per the panel, Agent Hub's new workflow builder now has a Run records on a schedule trigger. You schedule a workflow to run once, daily, weekly, monthly or annually, and set filters for which records go through it, for example every Monday for all open deals located in Boston. It sits beside the existing Run on a schedule trigger. The panel's own example pairs it with a company research agent that runs weekly on companies created in the last week and sends the result to the company owner. To reach the new builder, go to Agents in the nav, Agent Hub, then Workflows. The record lists a public beta for Professional and Enterprise, with an expected date of November 9.

Chris said he thought he had seen this earlier in the week and that it had not been covered yet. Casey said it came out yesterday, on a day with a lot of updates, and called the research-agent example a cool use case. Chris added a practical note: he does not think anybody has Agents in the nav yet, so you go to Agent Hub in the nav and find Workflows there.

Trisha supplied the use case from her own work. Companies buy media through third-party publications, often an industry organization, where you are talking to exactly the people you want and the rates are usually good compared to Google advertising. The catch is how you learn who registered for a webinar or downloaded a white paper: “there's a Google drive worksheet and they update it. And you just have to keep looking at it to see if there's any new additions to it.” When she saw Run records on a schedule, she said, that felt like something the new agent workflow builder could take on, rather than going back to check the worksheet once a week. She did not walk through how it would be built on air, so treat it as her idea, not a tested setup.

Chris agreed it is going to be powerful, with one condition: you have to come over to the new workflows builder. Trisha's answer was the practical one for most people: you do not have to decide, because “if you're using Breeze Assistant to build your workflows, which I think you should, it'll decide where to put it.” Chris said that is the correct answer.

What to do: if you have Professional or Enterprise and a recurring chore that is really “look at this set of records every week,” such as new records in a segment, open deals in a region, or a list someone else maintains, find it in the new builder under Agent Hub and try one scheduled run. If you are still building in the classic workflow tool and have no agents in your plan, you can wait. The tape did not cover the beta enrollment steps or limits, so check the HubSpot product update page for that.