Run Workflows on a Schedule with the Scheduler Trigger

Not every automation starts from a contact. The Scheduler trigger runs a workflow on the clock, which suits reports, data tidy-ups, reminders to your team and pings to other systems.

How it differs from other triggers

Scheduler does not enroll a contact. It simply starts the workflow at the times you define, using your account time zone. Any step that needs a contact, such as sending a text to a contact, is skipped and noted in the execution logs, and later steps continue.

Steps that work well: outbound webhooks, spreadsheet updates, Slack posts, internal emails or texts to teammates, updating custom values and creating tasks.

Choose a repeat pattern

• Daily: one or more times each day.
• Weekly: pick days and a time.
• Monthly: pick a day from 1 to 31, or the last day.
• Every N days: for example every 2 days at 9:00 AM.
• Custom: the nth weekday, such as the second Friday, with multiple times allowed.
• One-off: a single date and time.
• Advanced: a cron-style expression such as 0 9 * * 1 for Mondays at 9 AM. Schedules that would run more than once an hour are not allowed.

Set it up

1. Open Automation > Workflows and create a workflow.
2. Click Add New Trigger and select Scheduler.
3. Pick the interval type and enter the times.
4. Open Advanced Settings to turn on Skip Weekends or set a Stop On end date.
5. Click Check Trigger Schedule to preview the next five run times.
6. Add contactless actions and Publish.

Remember

• Missed runs are not made up later; only upcoming times run while the workflow is published.
• Skip Weekends removes Saturday and Sunday from daily, weekly and similar patterns.

Good to know: Always preview the next five runs before publishing; it is the quickest way to catch a time zone or day-of-month mistake.