How to Automate Your CRM with Recurring Tasks
Stop manually running daily reports. Learn how to schedule any skill or automation to run up to 5 times daily with Rocket+ Recurring Tasks.
The Problem with Manual CRM Tasks
Every business has tasks that need to happen regularly - daily reports, weekly outreach, monthly analytics. But running these manually takes time and often gets forgotten.
That's where recurring tasks come in.
Introducing Recurring Tasks
Rocket+ now includes a powerful Recurring Tasks feature that lets you schedule any skill or automation to run up to 5 times per day. Whether you want to:
- Send a daily summary email at 9 AM
- Run lead enrichment every 6 hours
- Sync data to Google Sheets twice daily
- Trigger a webhook for external integrations
How It Works
1. Choose Your Skill Type
Recurring Tasks supports four types of skills:
- MCP Tools - Any of the 50+ tools in Rocket+
- Workflows - RocketFlow automations
- Webhooks - External webhook URLs
- API Calls - Internal API endpoints
2. Set Your Schedule
Pick up to 5 times per day when your task should run. Choose specific days of the week if you don't want it running every day.
For example:
- "9:00 AM on weekdays"
- "Every 4 hours, every day"
- "6:00 PM on Monday, Wednesday, Friday"
3. Configure Your Skill
Set up the specific parameters for your skill:
- Which MCP tool to run and its arguments
- Which RocketFlow workflow to execute
- The webhook URL and payload
- The API endpoint and body
4. Monitor Execution
Track every run with detailed execution logs. See:
- When each task ran
- How long it took
- Success or failure status
- Any error messages
Real-World Examples
Daily Contact Enrichment
Schedule pdl_enrich_person to run every morning, automatically enriching new contacts with full profile data from People Data Labs.
Weekly SEO Reports
Run seo_analyze every Monday at 9 AM to get automated SEO audits of your website.
Hourly Lead Sync
Keep your data in sync by running a webhook every hour that pushes new leads to your external systems.
Getting Started
Your task will run automatically at the scheduled times, and you'll see the results in the execution history.
Best Practices
- Start small - Begin with 1-2 scheduled times and increase as needed
- Use descriptive names - "Daily CRM Summary" is better than "Task 1"
- Monitor initially - Check the first few runs to ensure everything works
- Consider timezone - Set the correct timezone for your business
Conclusion
Recurring Tasks turns Rocket+ into a true automation platform. No more manual work, no more forgotten tasks - just set your schedule and let the system handle the rest.
Ready to automate your workflows? Get started with Rocket+ today.