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What runs automatically

MeridianOS™ does a set of routine work in the background, without anyone clicking. It sends reminders, keeps repeat visits on the schedule, closes out paid jobs and keeps your blog, Google Business Profile and listings current.

This chapter lists each automation, what it does and when it runs. Most of them follow settings you choose on the page for that feature, and dates are worked out in your business time zone.

Every automation at a glance

AutomationWhat it doesWhen it runs
Unpaid invoice remindersEmails the customer a reminder with the invoice PDF and a payment link.Once a day at the time you choose. An invoice is reminded again at your interval until it is paid.
Appointment remindersReminds customers of online bookings by email, text or both.At the reminder hours set in your booking setup.
Recurring visitsCreates upcoming visits for every active recurring series.In the background, about four months ahead.
Recurring billing roll-upsCreates one open invoice per customer for the period's visits.For series billed at week end or month end.
Paid jobs closeMarks past jobs completed when their invoices are fully paid.In the background.
Automatic blog postsWrites a blog post and publishes it.Weekly, every two weeks, monthly or quarterly, on the day you choose.
Automatic Google Business Profile postsWrites a post, then publishes it or holds it for approval.On the schedule you set.
Automatic social postsPosts to your connected social channels, or holds each post for approval.On your posting schedule.
Google review repliesPulls in new reviews, sends alert emails and replies by your star-rating rules.Inside the days and hours you allow.
Business info syncPushes your Google Business Profile details to your connected listings.Once a day.
Search engine notificationSubmits new, changed and removed pages to search engines.In the background.
Scheduled email campaignsSends the campaign in batches.At the campaign's scheduled time.

Messages that go out when something happens, such as a booking confirmation or a payment receipt, are covered in Automatic messages.

Reminder texts need texting on for your website. Stack Digital turns this on for your site.

Unpaid invoice reminders

Invoice reminders are controlled in the invoice reminders section of Settings.

  1. Turn on Automatically email customers about unpaid invoices.
  2. Set Remind after (days unpaid). The default is 7.
  3. Set Send at, in half-hour steps. The default is 2:00 AM.
  • A reminder is sent for each open invoice that has been unpaid past the number of days you set. It carries the invoice PDF and a payment link.
  • When invoice texts are on, the customer also gets a text.
  • Reminders repeat at the same interval until the invoice is paid.
  • The send time uses your business time zone. As the page says, "Reminders go out once a day at the selected time."
  • MeridianOS™ tracks the last run date and each invoice's last reminder time, so nobody is reminded twice in a day.

Appointment reminders

Customers who book online get a reminder by email, text or both. Reminders go out at the reminder hours set in your booking setup. See Online booking.

  • A reminder is never sent twice for the same appointment time.
  • Reminders skip jobs that were cancelled or completed.
  • The appointment reminder email has its own switch in the customer emails section of Settings. It is on by default.
  • As that section says, "Automatic emails also respect each customer's notification preference."

Recurring visits, roll-up invoices and paid jobs

  • For every active recurring series, upcoming visits are created about four months ahead. Each new visit copies the people assigned, tags, address and price.
  • For a series billed at week end or month end, MeridianOS™ creates one open invoice per customer for that period's visits, grouped by price.
  • A past job whose invoices are fully paid is marked completed. The customer gets no notification when this happens.

See Jobs and Invoices.

Automatic posts

Post typeHow it works
BlogRuns weekly, every two weeks, monthly or quarterly, on a day you choose inside a publish window. MeridianOS™ writes the post, writes its SEO title and description, and publishes it. It needs a MeridianAI Prompt.
Google Business ProfileWritten on your schedule, then published or held for your approval. A publish that fails is retried up to 5 times, then handed to a person.
SocialSent to your connected channels: Facebook, LinkedIn, Threads, X and Bluesky. Each post is published automatically or held for approval. A daily check looks for posts that were removed on the platform.
  • The MeridianAI Prompt you write for blog, Google Business Profile and social posts can be up to 4,000 characters. A prompt that tries to change how MeridianAI works is rejected with the message "This prompt includes wording that tries to change how MeridianAI works. Describe your business and the posts you want instead."
  • Automatic blog posts do not spend MeridianAI credits.

See Blog, Google Business Profile and Social posting.

Google review replies

MeridianOS™ pulls in new Google reviews and sends alert emails. Replies follow the rule you set for each star rating.

  • A rule can reply automatically, hold the reply for your approval, or ignore the review.
  • Replies are written and posted only inside the days and hours you allow.
  • After 5 failed tries, the review is handed to a person.
  • Alert emails can cover all reviews, positive reviews (4 to 5 stars) or negative reviews (1 to 3 stars).

Listings, search engines and email campaigns

  • Once a day, the details from your Google Business Profile are pushed to your connected listings.
  • New, changed and removed pages on your website are submitted to search engines, and your sitemap is registered as well. There is nothing to set up.
  • A scheduled email campaign goes out at its scheduled time, in batches. A campaign that would exceed your monthly send limit returns to draft. See Email marketing.

Changing an automation with MeridianAI

An admin can ask MeridianAI to change several of these settings, for example "Send invoice reminders after 14 days unpaid." It asks before it acts, and the change is recorded in History. It can change:

  • The automatic blog post schedule and writing prompt.
  • The Google Business Profile post schedule.
  • Review auto-reply hours.
  • Invoice reminder settings.
  • The wording of each automatic customer text, and whether each one is on.

Updated November 10, 2026.