Assigning Repetitive Tasks to Routines

Creating a Routine

The most reliable approach is to turn a task that has already run successfully once into a routine as-is.

1. In the task details, click Create Routine.

2. Set the run schedule. Choose from daily, weekly, or monthly, and specify a time.

3. Decide how you want to receive results. Choose from notification, email, or saving as a file to a designated folder.

4. Check the permission mode and save.

Routine Suggestions

If you send a similar task three or more times, Moa will suggest a routine. The suggestion card shows the conditions used to group the tasks, and you can edit the conditions before saving. If the suggestions are bothersome, turn them off in Settings > Automation.

When a Routine Fails

• A routine that stops due to an expired login will retry on the next run.

• If it fails two times in a row, the routine is paused and you'll receive a notification.

• The step history for each run can be viewed in Settings > Automation > Run History for 30 days.

Routines that include hard-to-reverse steps, such as payments or transfers, can only be saved in Confirm First mode. The routine will wait at that step until a person confirms it.