Create Recurring Entities in Fibery
Use an On Schedule Automation Rule with a Create action, scoped to one existing control record. The selection is part of the setup: a rule applied to several existing records can create several new reviews.
Before you start: Have Architect access and a Review database. Create one permanent control record named Weekly review schedule; the generated reviews must use different names. Confirm the workspace’s automation-run allowance.
Worked example: The team needs one product review record per week. A Name equals Weekly review schedule trigger filter selects exactly one control record, while a Create action produces the next review with its agenda.
Step-by-step guide
Prepare one control record
In Review create one record named Weekly review schedule. Keep its name unique and retain it after each meeting. Write the recurring agenda for the Create action; completed meeting records should have different names.
Add the scheduled rule
Open Review in the Database editor, choose Automations → Add Automation Rule, and select On Schedule in When. Set the desired recurrence and check its displayed timing against the team’s meeting time.
Bound the selected entities
Set the trigger filter to Name equals Weekly review schedule. Check that exactly one existing record matches. Do not leave the rule applying to all earlier Review records.
Create the new review
Add a Create action for Review, set Name to Product review and populate its Rich Text agenda. Keep the created name different from Weekly review schedule so new meetings do not join the trigger selection.
Check the first output
Use Run now and inspect Activity. Confirm it creates exactly one Product review. Remove only that sample meeting, retain the control record, and check the first scheduled run before relying on the workflow.
Common mistakes
Growing the trigger selection
An unfiltered schedule can apply actions to every existing Review. The permanent control record and exact-name filter make the one-review outcome explicit; duplicating or renaming that control record changes the selection.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.