Generate recurring rows with planner automations

Set up an automation that creates planner rows on a weekly or monthly cadence, preview what it will create, and run it for a specific month.

Planner automations generate rows on a recurring schedule so you do not rebuild the same content cadence every week or month. For example, you can have the planner create a row every Monday and Thursday for short-form content, or one row per Friday for a weekly newsletter.

Open the automations panel

Open the planner database the automation should live on, then click Automations in the planner toolbar. Each database has its own automations — they do not run across databases.

Create an automation

Click New automation.
Name it something you will recognize (for example, "Weekly Reels cadence" or "Monthly carousel calendar").
Pick a window:
- Weekly — the automation looks at the next seven days.
- Monthly — the automation looks at the rest of the current month.
Pick the weekdays the rows should land on.
Pick a pattern — the planner uses a column from the database (typically a select or status column) to label what each generated row is. For example, your pattern values might be "Reel", "Carousel", and "Image", and the automation will rotate through them across the chosen weekdays.

Save the automation. It is now configured but has not created any rows yet.

Preview before you run

Before generating real rows, the panel shows a preview of what will be created — a list of dates and the pattern value each row will use. The preview also shows how many rows of each type the run will produce so you can confirm the cadence looks right.

If the preview already includes dates that have rows, the automation will skip those dates rather than create duplicates.

Run the automation

Click Run to generate the rows. The new rows appear in the planner database immediately. A toast confirms how many rows were created.

For monthly automations, you can pick which month to run. This is useful when you want to backfill the rest of the current month and pre-fill next month in the same session.

Undo a run

Generated rows are tracked as a single undo entry. Pressing Ctrl+Z (or Cmd+Z) immediately after a run reverses the entire batch, not one row at a time. This makes it safe to experiment with patterns and weekdays without worrying about cleanup.

Edit, pause, or delete

From the same panel you can:

Edit an automation to change its window, weekdays, or pattern.
Delete an automation — this removes the rule, not the rows it has already created.

If you delete the database the automation lives on, its automations are paused as part of the database archive. Restoring the database restores them too.