LoopfourRun a workflow on a schedule
Set a workflow to run daily, weekly or at month end, choose the time zone it follows, and check when it will next run before you deploy it.
At the end of this page your workflow will start on its own at the times you choose, such as every Monday or on the first of each month.
Before you start
- Open the workflow in the editor. See Find your way around the editor.
- Decide which time zone the schedule should follow. Schedules use UTC unless you choose another.
Set the schedule
Add the Schedule trigger
In the block list, open Triggers and drag Schedule onto the canvas. It replaces the current trigger.
Choose how often
Choose the trigger block. Under Schedule, pick one of these:
- Every hour
- Daily at midnight
- Weekly (Monday)
- Monthly (1st)
- Custom, for any other pattern
Every minute and Every 5 minutes are also listed. They suit live monitoring, not finance routines.
Choose the time zone
Under Timezone, pick the zone the times should follow, such as US Eastern, US Pacific or Europe/London. "Midnight" then means midnight in that zone.
Deploy
Press Deploy. The schedule starts only once the workflow is deployed.
Other times and month-end
The ready-made choices run at midnight. For any other time, choose Custom. It takes a short scheduling pattern that your developer can write for you.
The easier way is to ask chat. Describe the timing in words, for example "run this every weekday at 7am Eastern" or "run this on the 5th of each month at 6am Pacific". Chat sets the pattern and the time zone.
For month-end work, many teams run on the 1st of the following month with Monthly (1st). The workflow then picks up the period that has just closed.
Check it worked
- On Workflows > My workflows, the workflow's card shows Next run with the date and time.
- After that time passes, the run appears under Runs.
If something goes wrong
- No Next run is shown. The workflow is not deployed, or it is Paused. Press Deploy.
- It ran at the wrong hour. Check the Timezone setting; UTC is the default.
- It did not run. See A workflow did not run.
Related
Choose when a workflow runs
Compare the ways a workflow can start, such as on a schedule, from an email, from a change in another system or by pressing Run, and pick one.
Start a workflow when an email arrives
Use the inbound email address of a workflow so vendor bills or remittances sent to it start a run, with the email and attachments as input.