Recurring Request Features
Automate the creation and assignment of recurring work.
Create requests daily, weekly, bi-weekly, or monthly. Set the day, time, and frequency that matches your delivery cadence.
Requests appear in your queue automatically on schedule. No manual creation, no forgetting — the system handles it.
Pair recurring requests with auto-assign rules. The same team member (or a round-robin) gets assigned every time.
Each recurring request gets its own SLA timer when created. Track whether recurring deliverables are meeting turnaround targets.
Clients see upcoming scheduled requests in their portal. They know what is coming and when — no surprises.
Pause a recurring series during client vacations or project holds. Resume when ready — no reconfiguration needed.
Why Automate Recurring Work
Retainer clients expect consistent delivery. Manual creation of the same requests every week is tedious and error-prone. Automation ensures nothing is missed.
On Schedule
Automatic, consistent delivery
How It Works
Choose the frequency (daily, weekly, monthly), day, and time. Set the request title, description, and assignee.
On schedule, a new request appears in your queue. Assigned team member gets notified. SLA timer starts.
The team works the request like any other. Upload deliverables, get client approval, mark complete.
Next cycle, a new request is created automatically. The series continues until paused or cancelled.
Who Uses It
Weekly batches of social posts created automatically. Monthly content calendars generated on schedule.
Monthly SEO reports auto-created. Team fills in data, client receives the report on the same day every month.
Bi-weekly blog post requests created automatically for content retainer clients.
Monthly website updates, plugin patches, or security audits that happen on a fixed schedule.
Frequently Asked Questions
Daily, weekly (choose the day), bi-weekly, monthly (choose the date), and custom intervals. You can also set a start date and optional end date.
Yes. Use round-robin assignment, capacity-based auto-assign, or always assign to the same person. Configurable per recurring series.
The new request is still created on schedule. You will see both in your queue. This makes it visible when your team is falling behind on recurring work.
Yes. Clients see their upcoming scheduled requests in the portal with expected delivery dates. This sets clear expectations.
Recurring auto-requests are available on Pro ($79/mo), Plus ($149/mo), and Enterprise plans. Also included in AppSumo Tier 2 and above.