Automations in Chevre: Event-Based and Scheduled Rules

Automations in Chevre let you define rules that execute actions automatically based on triggers, schedules, or API calls — without any manual intervention. Where workflows are tied to a specific project, automations operate at the workspace level and give you fine-grained control over when they fire, what conditions must be met, and exactly what actions are taken. Use them to eliminate repetitive work, keep your team informed, and enforce consistent processes across every project.

Two types of automations

Chevre supports two distinct automation models, each suited to different use cases. Event-based automations fire in response to something happening inside Chevre — a task is marked complete, a form is submitted, a member joins a project, or any other workspace event. These are ideal for real-time reactions to activity. Scheduled automations run on a recurring cron schedule — every morning at 8 AM, every Friday at 5 PM, the first of every month. Use them for digests, reports, clean-up jobs, or any action that should happen at a predictable cadence regardless of user activity.

Creating an automation

Event-Based
Scheduled

Open the Automations page

In the left sidebar, click Automations. Then click + New Automation in the top-right corner and select Event-Based when prompted to choose a type.

Name your automation

Give your automation a descriptive name — for example, Notify team on task completion. Click Continue.

Choose a trigger event

Select the event that should start the automation. Available trigger events include things like Task Completed, Form Submitted, Member Added, and Project Archived. Click the event to select it, then click Next.

Add conditions (optional)

Conditions let you filter when the automation fires. Click + Add Condition to add a rule — for example, only fire when task.priority is High. You can stack multiple conditions using AND (all must be true) or OR (at least one must be true) logic. Skip this step if you want the automation to fire on every matching event.

Configure actions

Click + Add Action and select the action you want to run. Configure any required fields (for example, the Slack channel or email recipient). Add as many actions as you need — they execute in sequence, top to bottom.

Save and enable

Click Save. Toggle the automation to Enabled to make it live. You can disable it at any time from the Automations list without deleting it.

Open the Automations page

In the left sidebar, click Automations. Then click + New Automation in the top-right corner and select Scheduled when prompted to choose a type.

Name your automation

Give your automation a descriptive name — for example, Weekly project digest. Click Continue.

Set the cron schedule

Enter a cron expression to define when the automation runs. For example, 0 9 * * 1 runs every Monday at 9:00 AM. If you’re not familiar with cron syntax, use the visual scheduler — click Use Schedule Builder to choose frequency, time, and day from dropdowns instead.See the cron quick reference at the bottom of this page for common expressions.

Select a timezone

Choose the timezone that the schedule should be evaluated in. By default this is set to your workspace’s timezone, but you can override it per automation.

Configure actions

Click + Add Action and choose what the automation should do when it runs — send a report email, post a Slack digest, call a webhook, and so on. Add as many actions as needed.

Save and enable

Click Save, then toggle the automation to Enabled. The Next Run column in the Automations list shows you exactly when it will fire next.

Conditions

Conditions give you precise control over when an automation fires. Each condition compares a field value against a target using an operator.

Operator	Meaning
`is`	Exact match
`is not`	Does not match
`contains`	String includes the value
`greater than`	Numeric comparison
`less than`	Numeric comparison
`is empty`	Field has no value
`is not empty`	Field has any value

Group multiple conditions with AND to require all of them to be true, or OR to fire when any one of them is true. You can mix AND/OR groups for more complex logic.

Available actions

Every automation can execute one or more of the following action types. Actions run sequentially in the order you arrange them.

Action	Description
Send email	Send a formatted email to one or more recipients
Send Slack message	Post a message to a Slack channel or user
Create task	Automatically create a new task in a specified project
Call webhook	Send an HTTP POST request to an external URL
Update field	Set or clear a field value on a record
Run script	Execute a JavaScript snippet with access to the event payload

Viewing automation run history

To review past runs for an automation:

Navigate to Automations in the left sidebar.
Click the name of the automation you want to inspect.
Select the Runs tab.

Each entry in the run history shows the run timestamp, trigger details, conditions evaluated, actions executed, and a pass/fail status for each step. Click any run to expand the full execution log.

Enabling and disabling automations

You can toggle any automation on or off without deleting it. From the Automations list, click the toggle in the Status column next to the automation. Disabled automations will not fire, but their configuration and run history are fully preserved. Re-enable them at any time.

Automation runs count against your plan’s monthly limit. Once you reach the limit, automations will stop firing until the limit resets at the start of your next billing cycle.

Plan	Monthly run limit
Free	100 runs
Pro	10,000 runs
Enterprise	Unlimited

Upgrade your plan in Settings → Billing if you’re approaching your limit.

Managing automations via the API

You can list, create, and inspect automation run history programmatically using the Chevre REST API — useful for scripted setup, deployment pipelines, or building your own monitoring dashboards. List all automations in your workspace

curl https://api.chevre.io/v1/automations \
  -H "Authorization: Bearer YOUR_API_TOKEN"

Create a new automation

curl -X POST https://api.chevre.io/v1/automations \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Notify team on task completion",
    "type": "event",
    "trigger": "task.completed",
    "actions": [
      {
        "type": "slack_message",
        "channel": "#general",
        "message": "✅ Task completed: {{task.name}}"
      }
    ],
    "enabled": true
  }'

Fetch the run history for an automation

curl https://api.chevre.io/v1/automations/auto_01hx3k9z/runs \
  -H "Authorization: Bearer YOUR_API_TOKEN"

The runs response includes a timestamped list of executions, the trigger details, and a per-action status for each run — the same data visible in the Runs tab in the Chevre UI.

Cron expression quick reference

Every day at midnight

0 0 * * *

Runs once per day at 12:00 AM in the selected timezone.

Every weekday at 9 AM

0 9 * * 1-5

Runs Monday through Friday at 9:00 AM. The 1-5 range covers Monday (1) to Friday (5).

Every Monday at 8 AM (weekly digest)

0 8 * * 1

Runs once a week on Monday morning — useful for weekly summary reports.

First day of every month at 6 AM

0 6 1 * *

Runs at 6:00 AM on the 1st of each month. Ideal for monthly billing reports or clean-up jobs.

Every hour

0 * * * *

Runs at the top of every hour, 24 times per day. Keep your monthly run budget in mind when using high-frequency schedules.

Every 15 minutes

*/15 * * * *

Runs four times per hour. This is the minimum supported interval on the Pro plan; the Free plan supports hourly frequency at minimum.

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Automations in Chevre: Event-Based and Scheduled Rules

Two types of automations

Creating an automation

Conditions

Available actions

Viewing automation run history

Enabling and disabling automations

Managing automations via the API

Cron expression quick reference

​Two types of automations

​Creating an automation

​Conditions

​Available actions

​Viewing automation run history

​Enabling and disabling automations

​Managing automations via the API

​Cron expression quick reference

Two types of automations

Creating an automation

Conditions

Available actions

Viewing automation run history

Enabling and disabling automations

Managing automations via the API

Cron expression quick reference