Creating Schedules

Follow this guide to set up automatic chart regeneration and delivery.

Prerequisites

Before creating a schedule, ensure you have:

• A chart with connected data source (schedules need fresh data to be useful)
• A Pro or Team plan (free plans include 1 schedule)

Step-by-Step Setup

1. Open Schedule Settings

From your chart editor or chart list, click the Schedule button (clock icon).

2. Configure Timing

Choose when your chart should regenerate:

Preset Options:

Option	Description
Daily at 6am	Morning updates for start-of-day reports
Daily at 9am	Catch the workday start
Weekly Monday	Weekly summaries
Monthly 1st	Month-end reports

Custom Time:

Select “Custom” to choose your exact day and time. All times are in your account’s timezone.

3. Set Delivery Method

Choose how to receive your updated chart:

Permanent Link

Your chart URL (chartpuppy.com/c/abc123) always shows the latest version. No additional setup needed.

Email Delivery

Enter email addresses (comma-separated for multiple). Each recipient receives the chart as an inline image with a link to the full version.

[email protected], [email protected]

Webhook

Enter a URL to receive a POST request when the chart is updated:

{
  "chart_id": "abc123",
  "chart_url": "https://chartpuppy.com/c/abc123",
  "image_url": "https://chartpuppy.com/c/abc123.png",
  "updated_at": "2024-01-15T09:00:00Z"
}

4. Enable the Schedule

Toggle the schedule to Active. Your first run will occur at the next scheduled time.

Managing Schedules

Pause/Resume

Toggle a schedule off to pause it. Your settings are preserved.

Manual Trigger

Click Run Now to trigger an immediate regeneration, useful for testing.

View History

See past runs, including success/failure status and delivery confirmations.

Troubleshooting

Schedule didn’t run?

• Check that the schedule is enabled
• Verify your data source is accessible
• Review the schedule history for errors

Data not updating?

• Ensure your data source is properly connected
• Check that the source has new data
• For Google Sheets, verify sharing permissions

Limits

Plan	Active Schedules	Min Interval
Free	1	Daily
Pro	25	Hourly
Team	Unlimited	15 minutes