Scheduling

Instead of running workflows manually, you can set them up to run automatically on a schedule. This is useful for recurring tasks like daily reports, weekly reminders, or monthly invoice checks.

Setting Up a Schedule

1. Open the canvas you want to schedule.
2. Click the Schedule icon in the toolbar to open the Schedule Manager.
3. Choose a frequency:

• Once — Run at a specific date and time.
• Daily — Run every day at a set time.
• Weekly — Run on selected days of the week at a set time.
• Monthly — Run on a specific day of each month.
• Custom cron — Define a cron expression for advanced scheduling needs.

1. Set the start date and, optionally, an end date.
2. Click Activate to enable the schedule.

Managing Schedules

The Schedule Manager shows all active and paused schedules for the current canvas. From here you can:

• Pause — Temporarily stop a schedule without deleting it.
• Resume — Restart a paused schedule.
• Edit — Change the frequency or timing.
• Delete — Remove the schedule entirely.

Viewing Scheduled Runs

Each scheduled run appears in the Execution History panel just like a manual run. You can review the results, see which steps succeeded or failed, and troubleshoot any issues.

Tips

• Test your workflow manually before scheduling it to make sure it works correctly.
• Use the "Once" option to schedule a one-time future run without setting up a recurring schedule.
• Scheduled workflows use the latest saved version of the canvas at the time they run.