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How-To: Add A Schedule / Scheduled Trigger

How to Add a Schedule Trigger

Overview​

If you want to automate a Workflow to run at a specific time on a repeated schedule, you'll want to add a Schedule Trigger. These require answering 3 distinct questions.

  • How often do you want the workflow to run?

  • When do you want the workflow to run?

  • What time do you want the workflow to run?

These 3 questions together define one distinct schedule. This how to guide will walk you through the steps to edit a schedule Trigger.


Types of Schedules​

  • Hourly - Select the distinct minute that you want a Workflow to run every hour.

  • Daily - Select the distinct time that you want a Workflow to run every day.

  • Weekly - Select the day of the week and the time that you want a Workflow to run every 7 days.

  • Monthly - Select the numeric day (1-31) and the time that you want a Workflow to run every month.

Steps​

  1. Navigate the specific Workflow that you want to add schedules to and hover over the schedule trigger icon.

    image-20250624-152038.png

  2. Click Add Schedule.

  3. Select an option for "How Often?". Your choices are hourly, daily, weekly, or monthly.

  4. Select an option for "When?".

    • If you selected "Monthly" in the previous step, your options will be numeric dates.

    • If you selected "Weekly" in the previous step, your options will be days of the week.

    • If you selected "Hourly" or "Daily" this option will be disabled.

  5. Select an option for "What Time?".

    • If you selected "Daily", "Weekly", or "Monthly", you will need to select an hour (HH), a minute (MM), and AM or PM.

    • If you selected "Hourly", you will need to select a 5 minute interval.

  6. Repeat steps 3-6 for any additional schedules that you want to add.

  7. Click Save to save your schedule


Success! You've now successfully added Schedule Triggers!