Skip to main content

Choose between saved reports, scheduled actions, and automations

Pick a saved report, a scheduled action, or an automation for repeated event work.

Cue can take repeated work off your plate. Pick the right kind of help for the job: a saved report for numbers, a scheduled action for something at a set time, or an automation for something that should happen every time.

​

Pick the right one

  • Saved report: Cue saves a report you can rerun any time. You can also have it sent once, daily, weekly or monthly. It arrives by email and as a notification with a CSV download, and you can add other email recipients.

  • Scheduled action: Cue does something at a set time, once, daily, on weekdays, weekly or monthly. For example, it can publish a form, update a reminder, or email you a note to yourself. If it needs approval, like publishing, you approve it when it's scheduled.

  • Automation: Cue acts every time something happens in your workspace, such as a guest submitting an RSVP or checking in. It can email you, notify you, or post in Slack. Automations run on their own, so they can't do things that need your approval, like bulk changes.

​

Set one up

  1. Open Cue from your workspace.

  2. Describe what you need and when, such as "every Monday at 9:00" or "whenever a guest RSVPs".

  3. Review what Cue proposes. If an approval card appears, select Approve. Times use your local time.

  4. To pause or cancel a scheduled action or automation, open Automations from the Cue panel. To change a scheduled action or stop a recurring report, ask Cue. To change an automation, delete it and ask Cue for a new one.

​

Try this request

“Email me a list of everyone attending [event name] with their [question] answer every Monday at [time].”

​

Variations

  • "On [date] at [time], email me a reminder to send the caterer our final meal count."

  • "Ping [Slack channel] when anyone tagged [tag name] checks in to [event name]."

⚠️ Note: Slack messages need Slack connected under Cue settings > Connections.

Did this answer your question?