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Routines

Scheduled reports and campaign alerts using Scout

What are Routines?

Routines let you automate reporting and monitoring in Factors using natural language. Instead of manually building reports, applying filters, downloading, and sharing them every week — you simply write an instruction like you'd brief a teammate, set a schedule or alert condition, and Factors delivers the results to Slack, email, or in-app.

A routine can work in two modes:

  • Schedule — always delivers at a set frequency (daily, weekly, monthly). Best for recurring reports and digests.

  • Alert — runs silently in the background and notifies you only when a condition you defined is met. Best for monitoring anomalies, overspends, and drops.

What can you use Routines for?

GTM and account monitoring

  • "Every Monday, send me the top 10 accounts that visited our website last week, with contacts."

  • "Send me a weekly digest of accounts that viewed our pricing page."

  • "Alert me when an account from my target list becomes highly engaged."

Reporting

  • "Every month, send a performance report on our key KPIs with recommendations."

  • "Send a weekly closed-won analysis to our marketing channel."

  • "Report campaign performance and funnel attribution every Friday."

Paid media monitoring

  • "Alert me if any LinkedIn campaign's daily spend jumps more than 40%."

  • "Alert me if cost per lead on Google Ads rises above our threshold."

  • "Send me a weekly list of wasted-spend keywords."

How do Routines work?

  1. You write an instruction in plain English — no filters, no query builder, no report setup.

  2. Factors interprets the instruction and pulls the relevant data from your connected sources (website activity, CRM, ad platforms, and more).

  3. Based on the mode you chose, it either delivers on schedule or evaluates your alert condition on every run.

  4. Results are delivered where you work — Slack, email, or in-app. You can also call routines via API to pull results into your own workflows.

How to create a Routine

  1. Go to Scout → Agents and Routines → Create Routine.

  2. Add your instruction in plain English.

  3. Set it as a Schedule (pick a frequency) or an Alert (define the condition).

  4. Choose your delivery channel — Slack or email. In-app notifications are always enabled by default.

  5. Publish the routine. It goes live immediately and delivers from the next scheduled run or when an alert condition triggers.

You can view, edit, pause, or delete routines anytime from Scout → Agents and Routines.
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How to get access

Routines is currently in beta. During this phase, only the Factors solutions account can create or edit routines in your project. To get routines set up, reach out to your CSM with the reports or alerts you'd like automated, and the team will configure them for you.
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FAQ

Can Routines take actions on their own, like pausing a campaign or adding/removing keywords?
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Yes. Routines aren't limited to reporting, they can also execute actions such as pausing or resuming a campaign, or adding and removing keywords, based on the instruction you define. For example: "If a campaign's cost per lead crosses $200 for 3 consecutive days, pause it and notify me."
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That said, since Routines is in beta, we recommend keeping a human in the loop for any action-taking routine — set it to notify you with a recommendation first, and approve the action before it runs. Fully autonomous actions are best enabled once you've validated the routine's behavior over a few cycles.

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