The Workflow Scheduler enables you to automate workflow execution by creating recurring or relative time-based schedules. This guide explains how to configure each schedule type using the Scheduler tab within a workflow.
Accessing the Scheduler
Open the workflow you want to schedule.
Click on the Schedules tab in the top navigation.
Setting Up a New Schedule
To create a new schedule, fill out the following fields:
Name (required): Give your schedule a clear, descriptive name.
Active: Check this box to activate the schedule. 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 this schedule should start and end running.
Schedule Type: Choose the schedule type of either Recurring or Relative.
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).
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.
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.
Monthly Schedule
Select Monthly from the Recurring Type dropdown.
Choose one or more days of the month (e.g., 1st, 5th, 30th).
Select a time for the workflow to run on those days.
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.
Screenshot Placeholder 6 – Relative schedule example
Saving the Schedule
Once you’ve configured the schedule:
Double-check the details.
Click the Save button to activate it.
👍 The schedule will now run automatically based on your selected criteria, as long as it’s marked Active and within the start/end date range.
Tips
You can add multiple schedules to the same workflow for more complex timing.
Use the End Date to automatically stop a schedule after a certain day.
Make sure your selected timezone reflects when you want the schedule to execute.