Blueprints

Schedule Recurring Work with Blueprints

Run a Blueprint hourly, daily, weekly or monthly, with a chosen time zone and a preview of its next run.

  • Vaatii paketin Professional tai ylemmän
  • Noin 10 minuuttia

Use a scheduled Blueprint for work that should run at regular intervals rather than in response to a record event. Scheduled Blueprints are available on Professional and Enterprise. Professional includes up to 10 scheduled Blueprints; Enterprise is unlimited.

Set up a schedule

  1. Create or open a Blueprint

    Go to Blueprints and add a Blueprint, or open one you want to change. Give it a name that describes the recurring task.

  2. Choose a scheduled trigger

    Select the trigger node and change its type to Scheduled. If Scheduled is locked, check your plan or ask an administrator about the subscription.

  3. Choose how often it runs

    Choose Hourly, Daily, Weekly or Monthly. Set a time for daily, weekly or monthly runs. For a weekly schedule, choose a day of the week; for a monthly schedule, choose a day from 1 to 28.

  4. Set the time zone

    Choose the time zone that should govern the schedule, then check the next-run preview before saving. This helps the automation run at the intended local time.

  5. Add an action and activate it

    Connect the scheduled trigger to an action, such as sending a channel message or notification. A scheduled run has no individual record as its trigger, so use an Iteration node when you need to process a set of records. Save the Blueprint and switch it on when it is ready.

Check scheduled runs

Open Logs from the Blueprints list to review execution status and details. If you change the schedule, check the next-run preview again. Switch the Blueprint off when you no longer want it to run.

Try a simple action first. Verify the schedule and time zone with a low-impact notification before adding actions that change records.

For more, see Blueprints.

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