Available on all Cloud plans; Self-Hosted requires Business or higher.
An automation fires on an event such as a record change, a form submission, or a webhook, and runs the steps you configured in advance. A routine fires only on time, and runs a prompt the agent interprets itself. Use an automation when you need fixed steps and predictable output; use a routine when you want the agent to decide what to do with the current data each time.
Create a Routine
1
Create
In the left sidebar, click + and choose New routine.
2
Write the prompt
Describe what each run should do in Prompt. The prompt is the entire instruction for a run, so state where the data comes from, how to process it, and where the result goes. For example, “Summarize records added to the Tasks table yesterday, group them by owner, and write the summary to the Daily Report table.”
3
Set the schedule
Choose a frequency under Schedule, and set Starting and Ending (optional) as needed.
4
Activate
Click Activate. The configuration must be saved first, and the schedule must have a future occurrence.
Settings
Besides the prompt and the schedule, the form carries these settings:
The model and effort level are recorded when you save, so run history shows what each run actually used.
Schedule
Pick a frequency from the presets: Hourly at a given minute, Daily and Weekdays at a given time, Weekly on a weekday and time, Monthly on a day and time. For anything more specific, choose Custom (RRULE) and write an RFC 5545 rule, such asFREQ=DAILY;BYHOUR=9;BYMINUTE=0. A custom rule has these limits:
- The frequency must be
HOURLY,DAILY,WEEKLY,MONTHLY, orYEARLY, and two runs must be at least 1 hour apart. - You can use
INTERVAL,COUNT,BYDAY,BYMONTHDAY,BYMONTH, plus oneBYMINUTEand oneBYHOUR.COUNTtops out at 1000, andCOUNTorINTERVALrequires a Starting time. - The timezone and the bounds come from the form, so
TZID,DTSTART,UNTIL, andBYSECONDare rejected.
COUNT=1.
A schedule is evaluated in the timezone of whoever created the routine and does not follow the viewer. The Next run time shown in the interface is already converted to your local time.
Drafts, Updates, and Running Now
A new routine is a draft and does not run on schedule until you activate it. When you edit an active routine, the change is also saved as a draft while the live version keeps running on the old configuration: click Update to apply it, or Discard changes to drop it. Run now executes once without waiting for the schedule, which is useful for checking a prompt. A routine cannot be run by hand again until its previous run has finished. Turn the switch off to deactivate. The schedule stops firing, and existing run history is kept.Run History
Open the routine and switch to Run history. The run list can be filtered by status and time range, which helps locate a particular failure; selecting a run shows its planned, started, and finished times, its duration, and the full conversation of that run. Runs are reported as Queued, Running, Completed, Failed, or Canceled. Canceled appears when someone interrupted that run, or when the routine or its base has been deleted. A Failed run states its reason, and each reason calls for a different response:
The conversation of a run is read-only. Members who can edit the routine may continue it at the end to investigate how a particular run proceeded.
Run history requires permission to edit the routine. A base’s owner and creator can create, edit, and delete routines; other collaborators have read access.
Failure Alerts and Automatic Deactivation
Teable sends a notification when a run fails or credits run out. It goes to the member who last updated the routine, named under Notifications will be sent to at the top of run history. Failure notifications are not sent every single time, so that a long run of failures does not flood the recipient. After 5 consecutive failures the routine is deactivated automatically and a separate notification goes out. Turn the switch back on once the problem is fixed; the count resets after the next successful run. Not every unsuccessful run counts toward that total: runs skipped because the previous run was still in progress or because they timed out in the queue, along with Canceled runs, are not failures and produce no notification. A credit shortfall does count, so leaving credits unfunded eventually deactivates the routine.FAQ
Do routines consume credits?
Do routines consume credits?
Yes. Every run is an AI chat and is billed against the space’s credits by actual usage, listed under type Routine in Credit usage summary on the billing page. When credits run out the run is skipped and a notification is sent, and repeated skips eventually deactivate the routine.
If I edit the prompt, does it affect the run that is in progress?
If I edit the prompt, does it affect the run that is in progress?
No. The change is saved as a draft and only reaches the live version when you click Update. A run already under way keeps the configuration it started with.
Do routines in a base installed from a template run automatically?
Do routines in a base installed from a template run automatically?
Yes. After a template install its routines are switched on the way its workflows are. A schedule with no future occurrence stays a draft.
With Continue the previous run's chat, does the context grow without limit?
With Continue the previous run's chat, does the context grow without limit?
When the context approaches its limit, Teable compacts the conversation, so runs are not interrupted by it. Choose New chat for every run when each run should start from a clean context.

