Workflow Schedules

Workflow Schedules allow you to automate the execution of a Workflow on a recurring basis, without requiring a manual trigger each time. Schedules can be configured to run hourly, daily, weekly, or monthly; on a relative basis, such as the first Monday of each month; or using a custom cron-like expression.

Accessing the Schedules Tab

To configure a schedule, open the Workflow you want to automate and select the Schedules tab from the top navigation.

When no schedules have been created yet, the tab displays a “No Schedules defined yet” empty state with a description of the available scheduling options.

The counter reads zero and the empty state offers hourly, daily, weekly, or a custom cron expression.

The Schedules tab in its empty state, showing the Add button and scheduling options description

Creating a New Schedule

Click the Add button in the upper right of the Schedules section to open the schedule configuration form.

Active is already ticked, Timezone defaults to Eastern Time, both dates are blank, and neither Schedule Type radio is chosen.

The schedule configuration form showing Name, Active, Notes, Timezone, Start Date, End Date, and Schedule Type fields

Fill out the following fields:

Name (required): Enter a clear, descriptive name for the schedule.
Active: Check this box to activate the schedule immediately on save. Uncheck it to pause the schedule without deleting it.
Notes (optional): Add context or details about the schedule for future reference.
Timezone: Select the timezone the schedule should follow.
Start Date / End Date: Specify when the schedule should begin and stop running.
Schedule Type: Choose either Recurring (Cron-like) or Relative (First Saturday, etc.).

Once configured, click Save to activate the schedule.

Recurring (Cron-like) Types

This option allows you to schedule workflows to run on a regular, repeating basis.

Hourly Schedule

Select Hourly from the Recurring Type dropdown.
Choose the minutes past each hour when the workflow should run.
You can select multiple minutes (e.g., 0, 15, 30, 45).

Recurring Type set to Hourly, with minute chips 1, 2, 3, 4 and 5 selected on the Minutes field.

Daily Schedule

Select Daily from the Recurring Type dropdown.
You can add up to 5 execution times per day.
Click + Add Time to include more run times.
Use the X icon to remove a time slot.

Recurring Type set to Daily, with two rows both at 12 PM, the second removable, and an Add Time button.

Weekly Schedule

Select Weekly from the Recurring Type dropdown.
Choose one or more days of the week.
Select a time when the workflow should run on those days.

Recurring Type set to Weekly, with Monday, Wednesday and Friday chosen as chips and the time at 6 AM.

Monthly Schedule

Select Monthly from the Recurring Type dropdown.
Choose one or more days of the month (e.g., 1st, 3rd, 5th, 7th).
Select a time for the workflow to run on those days.

Recurring Type set to Monthly, with Days of the Month holding chips 1, 3, 5 and 7, and the time at 6 AM.

Relative (First Saturday, etc.)

Use this option to run workflows on a relative basis, such as “First Monday of the month.”

Choose the occurrence (First, Second, Third, Fourth, or Last).
Select the day of the week.
Set the time for execution.

Example: Run the workflow on the First Monday of every month at 6:30 AM.

Relative Schedule Options with occurrence set to Second, day of week Monday, and the time at six thirty AM.

Saving the Schedule

Once you’ve configured the schedule:

Double-check the details.
Click the Save button to activate it.