Scheduled Routines just got a lot more capable. You can now set up workflows that run on the cadence that actually matches your business rhythm — not just daily or weekly.
What's new
Monthly and quarterly cadences — perfect for board reporting cycles, quarterly competitor audits, monthly performance reviews, or any workflow that maps to a calendar month or quarter.
"Last day of the month" — schedule a routine to run on the actual last day (so it fires on the 28th in February, the 31st in January, and so on) without manual upkeep.
Pick an agent from the routine form — the agent dropdown is now filtered to the agents your selected client has access to, so you can't accidentally schedule a routine that won't run.
Clearer schedule labels — schedules show your local time alongside an explicit UTC time, so a team in London and a team in New York see the same routine the same way.
Creator names in the list — each routine row shows who set it up.
How to set one up
Click Routines in the left sidebar.
Click + New routine in the top right.
Name the routine, pick the client, then choose an agent (or leave as "No Agent" and just provide the routine input).
Write the routine input — what you want the agent to do each time it fires.
Under Schedule, pick your cadence: Daily, Weekly, Monthly, or Quarterly — and set the time.
Review the summary and confirm.
Why it matters
Boldstream workflows now match the rhythm of how teams actually plan. A weekly social calendar belongs on a weekly routine; a quarterly competitor audit belongs on a quarterly one. The platform handles the timing, the agent runs, and the result lands in your Notifications panel with the routine's name attached.