Overview
The Trigger On A Schedule trigger (scheduler) allows you to automatically run a workflow at specific time intervals, such as hourly, daily, weekly, monthly, or yearly. This enables you to schedule workflows to run without manual intervention, ensuring that important tasks get completed even when you're not actively monitoring the system. The scheduler trigger is particularly useful for recurring processes that need to be executed at regular cadences, like data ingestion, report generation, or system maintenance tasks. It provides flexibility in defining the exact schedule, allowing you to specify the frequency (e.g., every week) and the specific day and time for the workflow to execute.
Usage Examples
Running workflows on a schedule- Use the scheduler trigger to automate workflows and ensure tasks are completed on a set cadence without requiring manual intervention. This is useful for recurring tasks that need to be executed at specific intervals, even when you're not actively monitoring the system.
Weekly Trigger - Set a workflow to run every Monday at 9 AM to search for the latest news articles on general AI from the past week and automatically summarize the results. This allows you to stay up-to-date on the latest developments in the field without having to manually perform the search and summarization each week.
Monthly Champion Chaser - Set a workflow to run once a month to see if your champions job listing in Linkedin matches their associated account in Salesforce to know whether or not they have changed positions. If the job listed in LinkedIn no longer matches, draft and send them a congratulations email.
Inputs
Schedule options - This is the main input that allows you to schedule a workflow to run automatically on a recurring basis. It provides options to run the workflow hourly, daily, weekly, monthly or yearly.
ex: Every Monday at 9 AM
Advanced Inputs
Shift+Click - You can select multiple options when setting up a scheduled workflow by holding the Shift key and clicking multiple days, dates, hours, etc.
This advanced input provide more granular scheduling options across all frequency levels using multi-select capabilities. This enables handling even complex scheduling requirements in an intuitive manner.
Outputs
There is no specific output from the scheduler trigger. It serves as the event to kick off the workflow.
Troubleshooting
Workflow not running at scheduled time - The scheduler trigger allows you to set a specific cadence for your workflow to run automatically, without you having to manually trigger it each time. Make sure the scheduled time and frequency (hourly, daily, weekly, monthly, yearly) are set correctly in the trigger configuration. Double-check that you have saved the trigger settings properly after making any changes.
Workflow not triggering downstream actions - If these downstream actions are not occurring as expected after the summarization step, check that the workflow has been published
Related Actions
Send Notification Email - Automatically send you or your team notification emails at specific cadences using the Scheduler Trigger.