Documents auto-refresh

Last updated: June 11, 2026

Documents auto-refresh

Keep your documents always up to date without lifting a finger. Auto-refresh lets you set any document to regenerate its content on a schedule — so your leadership, team, and stakeholders always see current data, not last week's snapshot.

When to Use Auto-Refresh

Auto-refresh is most useful when a document pulls data from external sources like Salesforce, Jira, Google Sheets, or other connected integrations.

Common scenarios:

  • Weekly or monthly business reviews — Schedule refreshes before your regular review cadence so documents are always current
  • Executive documents — Keep high-visibility documents up to date without manual intervention
  • Cross-functional documents — Aggregate data from multiple integrations that change frequently

Two Modes: Live Document vs. Live Series

When you set up auto-refresh, you choose how updates should work:

Live Document (refresh in place) The same document refreshes on a recurring schedule. The content updates in place — great for standing reports where you always want to see the latest snapshot in one place.

Live Series (new edition each period) Rhythms automatically creates a new edition of the document at each interval. Each period produces a separate document, preserving the history of past editions. Use this for monthly or quarterly reports where you want to keep a record of each period's data.

Liveness Indicator

Documents with auto-refresh enabled display a liveness indicator — a status pill visible at the top of the document that shows:

  • Whether the document is live (auto-refresh active)
  • When it last refreshed
  • A quick-access control to change the refresh cadence

This replaces the old binary toggle buried in settings. You can see and adjust the refresh status at a glance without opening any menus.

Set Up Auto-Refresh

You configure document auto-refresh through the Rhythms chat.

1. Open a Chat Conversation

Navigate to any chat thread in Rhythms.

2. Request a Refresh Schedule

Tell the AI assistant which document to refresh, how often, and whether you want a live document or live series.

Examples:

  • "Refresh the Q2 Business Review document every Monday at 9 AM"
  • "Set up a daily refresh for the Sales Pipeline document"
  • "Create a new edition of my MBR document every month"
  • "Set my Engineering Weekly to refresh every Friday and keep a new edition each week"

3. Confirm the Schedule

The assistant configures the refresh and confirms the cadence. The liveness indicator will appear on the document once enabled.

Note: Auto-refresh uses the document creator's connected integrations to pull data. Make sure the relevant integrations are connected before setting up a refresh schedule.

How It Works

When a scheduled refresh runs, Rhythms re-generates the document content using the latest data from your connected integrations.

  • Refreshes run in the background — you do not need to be online or have the document open
  • After each refresh, the document reflects the most recent data
  • Previous versions are preserved in version history, so you can compare changes over time
  • The liveness indicator updates automatically to show the last refresh time

Manage Refresh Schedules

To change or remove a refresh schedule, use the chat or click the liveness indicator on the document directly.

Via chat: - "Change the Sales Pipeline document refresh to every Friday" - "Stop auto-refreshing the Q2 Business Review document" - "Switch my MBR from live series to live document"

Via the liveness indicator: Click the status pill on any live document to adjust the cadence or turn off auto-refresh.

Best practice: Schedule refreshes to run before your recurring meetings. For example, if your team reviews OKR progress every Monday morning, set the document to refresh Sunday evening or early Monday.

Related Articles

Document Side Panel Preview

When browsing documents in the Library, you don't have to open each one to see what it contains. Click any document in the list and a side panel opens on the right with the full content, metadata, and quick actions — without leaving the Library view.

What you can do from the side panel: - Read the full document content (including rich components and embedded data) - Click Open to enter full edit mode - Share the document directly from the panel - Trigger an immediate Refresh on auto-refresh documents - Access version history, copy link, move, and delete via ⋯

The Library list stays visible on the left so you can click through multiple documents quickly. The side panel always shows the current live version of the document.