Scheduler Trigger: Automate Recurring Tasks in Your Workflows

Routines like a daily newsletter or a weekly internal notification should run without extra work. With the scheduler trigger, we can create and manage recurring tasks directly inside workflows. This removes the need for external schedulers, wait workarounds, or manual retriggering.

Table of Contents

• What the scheduler trigger does

• How to set it up

• Use cases and benefits

• FAQ

What the scheduler trigger does

The scheduler trigger starts workflows based on time, not on a contact. It gives us a native clock trigger with clear presets and an optional cron-style setup. That means workflows can begin automatically at the times we define.

How to set it up

1. Create a new workflow inside the Automation section.

2. Click Add Trigger and select Scheduler from the Events options.

3. Set your interval. Choose hourly, daily, weekly, monthly, or provide a cron expression for fine-grained control.

4. After entering your schedule details, click Check to generate the next executions and confirm times.

5. If the next executions look correct, save the trigger and continue building your workflow as normal.

Interval options and cron support

We provide clear presets for hourly, daily, weekly, and monthly intervals for quick setup. For advanced scheduling, we accept cron expressions. Cron lets us define complex schedules, such as running on specific weekdays or at irregular intervals.

Check before you save

Use the Check button to preview the upcoming executions. This helps confirm the schedule is correct before saving. Once saved, the workflow will trigger automatically at the configured times.

Use cases and benefits

• Daily summaries and newsletters — send automated reports or email digests without external tools.

• Weekly internal notifications — trigger reminders or status updates on a set weekday.

• Complex schedules — exclude weekends, set end dates, and fine-tune intervals using cron.

• Simplified operations — remove third-party schedulers and manual retriggering, keeping automation internal and reliable.

FAQ

What interval options are available with the scheduler trigger?

Hourly, daily, weekly, and monthly presets are available. We also support cron expressions for custom schedules.

Does the scheduler trigger require a contact to start a workflow?

No. The scheduler trigger starts workflows without a contact. It triggers based solely on the time you set.

Can we use cron expressions to create complex schedules?

Yes. Cron-style setup is supported for advanced scheduling needs, such as specific weekdays, multiple times per day, or irregular intervals.

How can we confirm the schedule will run when expected?

After configuring the schedule, click Check to generate the next executions. Review them and save the trigger once they look correct.

Can the scheduler exclude certain days or set an end date?

Yes. Use the scheduling options and cron expressions to exclude weekends, set end dates, or create other constraints for your schedule.