Automation Settings: Trigger Your Workflow to Run on Schedule

Modified on Fri, 31 Oct at 1:59 PM

With automation settings, you can now schedule your workflow to run automatically. By setting triggers for your workflow at specific times—whether it's once, daily, weekly, or monthly—you can ensure that processes are executed consistently and efficiently. This scheduling feature offers flexibility to tailor the frequency and timing according to your specific needs, ultimately enhancing productivity and allowing you to focus on more strategic initiatives.


How to access Automation settings to schedule your workflow

How to access Automation settings to schedule your workflow





It perfectly aligns with your desire to create a job that operates independently without any human intervention. Here is a quick reference on how to set up the schedule to meet your use cases.



Setting options

Explanation

Use case

Onetime

Run the workflow with minimal iteration.

- Run the workflow 1 time only with a set schedule.

- Run the workflow during the whole day (with advanced settings to repeat)

Daily

Run the workflow in the daily routine

- Run the workflow daily at 8p.m

- Run the workflow every 3 days

Weekly

Run the workflow in the daily routine

- Run the workflow weekly at 8p.m

- Run the workflow every Monday

- Run the workflow weekly on Monday and Friday

Monthly

Run the workflow on a monthly routine

- Run the workflow monthly on the first Monday and the last Friday.


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