If you routinely need “run this every morning” or “the 2nd Friday at 10 AM,” the Scheduler Trigger can be your greatest ally. This trigger enables you to create automations that manage routines without requiring manual input or external tools. Let's learn how to use it!

Adding Your Trigger

Start by navigating to the Workflows tab inside the Automation section and creating a new build.

Click Add Trigger and select Scheduler from the Events options.

Select your interval, which can be hourly, daily, weekly, monthly, or a cron expression. 

Hourly Frequency

When setting an Hourly Frequency, enter the numerical value for the total hours it should wait before repeating.

Daily Frequency

When setting a Daily Frequency, select the time of day the workflow should be triggered on.

You can select multiple times on the same day to execute the workflow.

Weekly Frequency

When setting a Weekly Frequency, first select the days of the week, then set the time of day the workflow should be triggered on.

Monthly Frequency

For Monthly Frequency, select whether the pattern will be days of the month (for numerical values, such as the 15th) or Week and day of the month (to set patterns such as the second Monday).

If selecting “Days of month,” select the days and time of day the workflow should be triggered on.

Setting a Cron Expression

Selecting Cron allows you to enter a detailed time for execution by using numerical values and asterisks to represent the exact minutes, hours, days, and months for your parameter. For example, 0 9 * * 1 to represent Mondays at 9 AM.

Use this table to aid yourself when setting a Cron Schedule. 

Advanced Settings

Open the advanced settings tab to further customize your trigger. In this section, you can toggle the option to skip triggering the workflow on weekends (1) and set a date (2) for the workflow to stop executing.

Checking Your Trigger

Once you've set your schedule, click Check.

This will show you a list containing your following executions. If they are correct, click Save Trigger to finalize.

After this, you can add any actions you see fit to complete your workflow, and you're done. This trigger is compatible with all regular contact-based actions, so we hope it helps you manage your routines with less manual input. Perfect for newsletters, recurring events, and seasonal activities!