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New Automation Triggers: Scheduled & Manual

Automations in Automation Hub used to run only in response to events. That worked well for reactive workflows, but it left a gap for two common needs: recurring tasks you want handled automatically every day (sending patients a happy birthday message), and one-off situations where you need to act right now, like notifying patients of an unexpected office closure tomorrow.
Automation Hub now supports two new trigger types to close that gap.
Set Schedule
 lets you choose specific days and a time for an automation to run automatically, on a recurring basis — no manual intervention needed once it's enabled.
Run Manually
 lets you trigger an automation on demand, whenever you need it. You can adjust filter values (like date or location) each time before running, and you'll get a confirmation prompt before anything goes out.
Both triggers pair with the Execute a Report
 action, so any report you've marked public can drive an automation — with an action taken for every row it returns, whether that's sending a patient communication, creating a task, or updating a treatment status.
How It Works
Each automation combines a report (who it acts on
), a trigger (when it runs
), and an action (what happens to each result/row
):
Mark a report as Public
 to make it available in Automation Hub. The report's filter determines who it returns — this can be dynamic (e.g., "birthday = today") or something you adjust at run-time (e.g., a specific appointment date).
Create a new automation and choose either Set Schedule
 (recurring) or Run Manually
 (on demand) as the trigger.
Add an Execute a Report
 action, select your report, and choose what happens for each row it returns — send a communication, create a task, or update a treatment status.
For scheduled automations, enable it and it runs automatically at the days/time you set, re-running the report fresh each time.
For manual automations, adjust the report's filter values if needed, then click Run Now
 from the automation list. You will be asked to confirm before it executes.
Why It Matters
These two triggers cover the two ends of the automation spectrum: routine, repeatable work that shouldn't need a person to remember to do it, and urgent, situational work that can't wait for a schedule. 
Practices can now set up a birthday message that runs itself every morning, while also having a ready-to-go automation for sending last-minute closure notices, without building either from scratch each time.