HubSpot's Agent Hub workflow builder is getting a beta trigger, Run records on a schedule, that enrolls the records matching your filter each time the schedule fires. We cover how it differs from the existing Run on a schedule trigger, which subscriptions and permissions it needs, how to set it up, why a missing filter means nothing enrolls, the frequency and time-of-day options, and what the workflow can do once records are in, from agents to Summarize record. First thing to try: pick one recurring review, build a tight filter, and watch the first few runs.

Who it's for: HubSpot admins and RevOps teams on Professional or Enterprise of Content Hub, Marketing Hub, Sales Hub, Service Hub, Data Hub, Revenue Hub, or Smart CRM.

Our research first covered this on November 4, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's help article, updated Nov 4, 2026, documents the trigger and labels it beta. HubSpot's in-app product updates, last updated Nov 4, 2026, list it as a public beta, scheduled for release and expected November 9, 2026, so it is not generally available yet. That date is an expectation, and we couldn't confirm what changes when the beta label comes off.

In this episode

• 00:00:00 Two schedule triggers, one new
• 00:02:16 Setup, filters, and timing
• 00:04:47 What runs, open questions, and a plan

Sources

• HubSpot Knowledge Base: Set a schedule to automatically trigger Agent Hub workflows
• HubSpot Knowledge Base: Select workflow triggers in Agent Hub
• HubSpot Knowledge Base: Create workflows in Agent Hub
• Our research: HubSpot Run Records on a Schedule Trigger in Agent Hub

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

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