Guides / Automation
Automation · about 10 min
Run a watchlist every day after the close
Ask the same questions about every symbol on a list, on a schedule, and get one digest message per run.
- A Slack (or webhook) connection, see Send a Slack alert.
Start from a template
Open Examples → Workflows and press Create workflow on one (for example Daily drawdown watch), or go to Workflows → New workflow.
Set the symbols and schedule
Up to 100 symbols. Pick days and a New York time: 16:45 uses the session that just closed; 08:30 runs before the open on the previous session.
Set questions, actions and a digest
Questions and per-symbol actions work exactly as in the Playground. Add a digest to get one message per run listing the symbols where an action fired (or every symbol), instead of one message per symbol.
Save and test
Press Save (it checks the questions and actions with a dry run), then Test run: you see each symbol's answers and what would be sent, and nothing is delivered.
Let it run
Untick dry run when you're happy. It runs at the next scheduled time; Run now runs it immediately. Each run's results are under the workflow's Runs, and deliveries under Actions. Holidays and late data are skipped automatically, so alerts never repeat on old data.