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Set a schedule to automatically trigger Agent Hub workflows

Last updated: November 3, 2026

Available with any of the following subscriptions, except where noted:

Use the Run on a schedule workflow enrollment trigger to center your workflow actions on a set frequency. You can set a workflow to recur just once, or on an annual, monthly, weekly, or daily schedule.

For example, you can create a workflow to send a renewal notification to a sales rep once a year, based on a contact's associated deal Close won date property. 

Understand limitations and requirements

Permissions required To set up workflow triggers, users must have Edit permissions for workflows. To publish workflows, users must have Publish permissions for workflows.

  • When setting up a Run on a schedule workflow enrollment trigger, the configured dates and times will be based on your account's time zone settings.

Set up Run on a schedule enrollment triggers

To automatically trigger your Agent Hub workflow on a set schedule:

  1. In your HubSpot account, navigate to Agents > Agent Hub.
  2. At the top, click the Workflows tab.
  3. Click the name of an existing workflow built in the agent builder. Or, create a new Agent Hub workflow.
  4. In the builder, click Choose trigger. 
  5. In the left panel, click Run on a schedule.
  6. Click the Frequency dropdown menu and select from the following:

Set up your Once trigger:

  • Date: select a date for your workflow to execute. 

  • Time of day: choose when your workflow should trigger.

    • If you select Morning, Daytime, or Night, the workflow will begin checking for records the same day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.

    • If you select Specific time, the workflow will begin checking for records at the specified time on the scheduled date.

Continue setting up your daily trigger:
  • Time of day: choose when your workflow should trigger.
    • If you select Morning, Daytime, or Night, the workflow will begin checking for records the same day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.
    • If you select Specific time, the workflow will begin checking for records at the specified time on the scheduled date.

Continue setting up your weekly trigger:

  • Day of the week: select a day of the week for the workflow to recur on. For example, you may want to send a reminder for users to review for all open deals in a specific deal stage every Tuesday.

  • Time of day: choose when your workflow should trigger.

    • If you select Morning, Daytime, or Night, the workflow will begin checking for records the same day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.

    • If you select Specific time, the workflow will begin checking for records at the specified time on the scheduled date.

Continue setting up your monthly trigger:

  • Day of the month:

    • Specific days: select specific days of the month for the workflow to recur. For example, you can send a billing reminder every 15th of the month.
    • Flexible days: when selecting this option, you can select First Monday of the month or Last day of the month. The specific day of the month may vary when selecting this option. 

  • Time of day: choose when your workflow should trigger.

    • If you select Morning, Daytime, or Night, the workflow will begin checking for records the same day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.

    • If you select Specific time, the workflow will begin checking for records at the specified time on the scheduled date.

Continue setting up your yearly trigger: 

  • Date: select a date for your workflow to execute.

  • Time of day: choose when your workflow should trigger.

    • If you select Morning, Daytime, or Night, the workflow will begin checking for records the same day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.

    • If you select Specific time, the workflow will begin checking for records at the specified time on the scheduled date.

 

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