--- title: "Run Records on a Schedule Trigger in Agent Hub Workflows" url: https://www.sidekickstrategies.com/hubspot-updates/hubspot-run-records-on-schedule-trigger-agent-hub description: "HubSpot's new Run Records on a Schedule trigger lets you automate AI agent workflows for specific filtered record sets. Here's what shipped and how to use it." type: article updated: 2026-11-04T22:08:39Z canonical: https://www.sidekickstrategies.com/hubspot-updates/hubspot-run-records-on-schedule-trigger-agent-hub --- # Run Records on a Schedule Trigger in Agent Hub Workflows > **Tip** > > TL;DR: HubSpot added a "Run Records on a Schedule" trigger inside Agent Hub's new workflow builder. You pick a frequency, set filters for the records you want, and HubSpot runs those records through your AI agent workflow automatically. It's available on Professional and Enterprise tiers across Sales, Marketing, Service, Content, Data, Smart CRM, and Revenue Hub. ## What This Update Actually Is Agent Hub already had a "Run on a schedule" trigger. That trigger fired a workflow at a set time, but it didn't let you filter which records got pulled in. This new trigger changes that. "Run Records on a Schedule" lets you define the frequency (once, daily, weekly, monthly, or annually), set the time of day, and then apply filters to target a specific slice of your CRM. Only records that match your filters move through the workflow. The practical example HubSpot gives: every Monday, run this workflow for all open deals located in Boston. That's real targeting inside an AI-powered workflow, not just a time-based fire-and-forget. To access it, navigate to Agents in the HubSpot nav, then Agent Hub, then Workflows. This trigger lives in the new workflow builder, not the classic automation builder. ## Why HubSpot Shipped This The gap was obvious once agents entered the picture. Classic workflow triggers let you act on records when something happens: a form fill, a deal stage change, a property update. But AI agents often need to run proactively, on a cadence, against a defined list of records. Without record-level filtering, the original schedule trigger was blunt. It ran the workflow. It didn't let you say "only these records, right now." That forced humans to build workarounds: manual lists, enrollment re-triggers, or classic workflows feeding into agent workflows. HubSpot's AI layer is only as useful as its ability to act on the right data at the right time. This trigger closes that loop. It's the foundation for genuinely autonomous agent-driven processes that don't require a human to kick them off. ## How to Use It Step by Step 1. Go to Agents in the HubSpot navigation bar, then select Agent Hub, then Workflows. 2. Create a new workflow or open an existing one in the new workflow builder. 3. Click on the "Triggers" section inside the builder. 4. Select "Run Records on a Schedule" from the popular triggers page. 5. Set your frequency: once, daily, weekly, monthly, or annually. Choose the time of day. 6. Define your record filters. These work like standard CRM filters: property values, lifecycle stages, pipeline stage, owner, and more. 7. Connect your agent actions in the workflow. Save and activate. One important caveat: this trigger only exists in the Agent Hub workflow builder. It's separate from HubSpot's classic workflow automation tool. If your team lives in the classic builder, you'll need to build this workflow in a new place. ## What It Touches in Your HubSpot Strategy This trigger doesn't live in a vacuum. It opens up new possibilities across several workflows and AI agent use cases that weren't practical before. Here's where the ripple effect lands: - Schedule a company research agent to run weekly for all companies created in the last seven days, then push the output as a notification to the company owner. This is HubSpot's own suggested use case, and it's a strong one. - Run a deal review agent every Monday for all open deals in a specific pipeline stage or territory so your sales managers start the week with fresh AI-generated context. - Trigger a customer health check agent monthly for contacts flagged as at-risk so your service team gets proactive alerts without building manual reports. - Connect it to a Breeze Prospecting Agent play to automatically enrich and prioritize new leads on a rolling basis without any human trigger. > **Key takeaway:** The filter logic here is CRM-native. Any property, list membership, or association you'd use in a standard HubSpot filter can drive which records get processed. That means your existing segmentation logic carries directly into your AI agent workflows. This update also pairs directly with other Agent Hub developments shipping around the same time. If you're building out a broader AI workflow stack, it's worth reading about [Breeze Assistant's ability to build Prospecting Agent plays automatically](https://www.sidekickstrategies.com/hubspot-updates/hubspot-breeze-assistant-prospecting-agent-plays) so you understand how triggering and play configuration work together. > **Key takeaway:** This trigger is available across a wide tier range: Sales Hub Pro and Enterprise, Marketing Hub Pro and Enterprise, Service Hub Pro and Enterprise, Content Hub Pro and Enterprise, Data Hub Pro and Enterprise, Smart CRM Pro and Enterprise, and Revenue Hub Pro and Enterprise. If your portal is on Professional or above in almost any hub, you likely have access. One thing to track: how this trigger interacts with your classic automation workflows. If you've been using list-based enrollment in classic workflows to feed records into agent actions, you now have a cleaner, more direct path. Audit your existing automations before duplicating effort. ## Who Should Care Most Not every team needs this on day one. But certain roles will feel the impact immediately. - RevOps leaders who want AI agents to run data enrichment or deal review on a predictable cadence without babysitting enrollment. - Sales managers at mid-size companies running territory-based pipelines who want weekly AI-generated deal summaries for specific reps or regions. - Marketing ops humans building lead nurture systems that need to trigger research or enrichment agents on newly created contacts before a rep ever touches them. - Service team leads who want to run a customer agent against at-risk or inactive accounts monthly without creating a manual process someone has to remember. - HubSpot admins and consultants who need to explain Agent Hub's value to stakeholders and want concrete, low-risk use cases to start with. If your company is on a Professional or Enterprise tier and you haven't explored Agent Hub yet, this trigger is a genuinely low-barrier entry point. You're not building a complex agent from scratch. You're scheduling a targeted action against records you already understand. ## George's Take Every portal we work in has the same problem: good data sitting still. Contacts created, deals opened, companies added, and then nothing happens until a human decides to look. The Run Records on a Schedule trigger is exactly the kind of update that starts to fix that. It's not flashy, but it's foundational. When I look at a team that's frustrated with their AI tools, it's usually because the AI doesn't have a reliable, consistent way to act on the right records at the right moment. This trigger is that mechanism. Build the agent once, filter it right, schedule it, and let it work while your humans focus on the conversations that actually close deals. > Good data sitting still isn't a strategy. This trigger gives your AI agents a reason to show up every week, on the records that matter, without anyone having to remember to push the button. > > _George B. Thomas_ If you're thinking about how this fits alongside other AI-driven updates, the [Customer Agent Reporting and Coaching in Breeze](https://www.sidekickstrategies.com/hubspot-updates/hubspot-customer-agent-reporting-coaching-breeze) update shows how HubSpot is building a full feedback loop around agent performance, not just triggering agents but also measuring and improving them. If you want to map out which Agent Hub workflows make the most sense for your specific portal, your pipeline structure, and your team's capacity, let's talk. A focused strategy session with Sidekick gives you a clear picture of where automation and AI can do the heavy lifting so your humans can flourish doing the work that actually needs them. ## Frequently Asked Questions ### What is the Run Records on a Schedule trigger in HubSpot Agent Hub? It's a workflow trigger inside HubSpot's Agent Hub workflow builder that lets you schedule a workflow to run on a set frequency (once, daily, weekly, monthly, or annually) and apply CRM filters to control which records move through the workflow. It's separate from the classic workflow builder and designed for use with AI agents. ### How is this different from the existing Run on a Schedule trigger in Agent Hub? The original Run on a Schedule trigger fires a workflow at a set time but doesn't let you filter records. The new Run Records on a Schedule trigger adds record-level filtering, so you can target a specific subset of contacts, deals, companies, or other objects rather than running the workflow against everything. ### Which HubSpot tiers and hubs include the Run Records on a Schedule trigger? The trigger is available on Professional and Enterprise tiers across Sales Hub, Marketing Hub, Service Hub, Content Hub, Data Hub, Smart CRM, and Revenue Hub. HubSpot Free and Starter tiers are not included. ### What are the best use cases for this trigger? Top use cases include scheduling a company research agent to run weekly for new accounts, running a deal review agent every Monday for open deals in a specific territory, triggering monthly customer health checks for at-risk contacts, and enriching new leads automatically before a sales rep contacts them. ### Where do I find this trigger in HubSpot? Go to Agents in the HubSpot navigation bar, select Agent Hub, then Workflows. Inside the new workflow builder, click Triggers and choose Run Records on a Schedule from the popular triggers list. This feature is only available in the new Agent Hub workflow builder, not in classic HubSpot automation. ### Does this trigger work with classic HubSpot workflows? No. Run Records on a Schedule is only available inside the new Agent Hub workflow builder. Classic HubSpot workflows have their own scheduling and enrollment options. If you're currently using classic workflows to feed records into agent actions, this trigger offers a more direct path worth evaluating. ## Key facts - **Format:** HubSpot Update - **Published:** November 4, 2026 --- Source: https://www.sidekickstrategies.com/hubspot-updates/hubspot-run-records-on-schedule-trigger-agent-hub Sidekick Strategies ยท HubSpot consulting and content operations