Schedule a recurring workflow
A scheduled task runs one of your saved workflows automatically on a repeating schedule against a fixed set of accounts or contacts, so research, qualification, or enrichment keeps refreshing without anyone pressing run. Use it when you want a workflow to keep working a list on its own, for example a weekly refresh of your key accounts. For what a workflow is and how to build one, see Build a workflow.
The Automations area, where scheduled tasks live, is available to standard members. If you are signed in with read-only access you will not see Automations in the left navigation.
Before you start
Section titled “Before you start”- You need a saved workflow to schedule. If you have not built one yet, see Build a workflow.
- Decide which accounts or contacts the task should work on. A scheduled task is tied to either accounts or contacts, never both, and needs at least one record. You select those records before opening the schedule, from the Accounts or Contacts list.
- Open the Accounts or Contacts list and select the records you want the task to run on. You can select a single record or several.
- Open the Select workflow action. This shows a searchable list of your workflows.
- Find the workflow you want to schedule. On its row, choose the Schedule button (the one with the calendar icon). This opens the Create Scheduled Task window with that workflow and your selected records already filled in.
- Set the Frequency. The options are:
- Daily - runs every day. A time field appears next to it; pick the hour of day (on the hour, from 00:00 to 23:00).
- Weekly - runs once a week. A weekday field appears; pick the day (Monday through Sunday).
- Monthly - runs once a month. A day field appears; pick the day of the month (1 through 31).
- Set End schedule:
- Never - the task keeps running until you pause or delete it.
- On date - a date picker appears; choose the last day the task should run. The end date must be in the future. If you choose On date, a date is required.
- Choose Create to save the task, or Close to discard it. On success you will see a confirmation that your workflow has been scheduled, and the window closes.
The times you pick are read in your own time zone, captured from your browser when you create the task.
What happens next
Section titled “What happens next”The new task appears in the scheduled tasks list. To find it, open Automations from the left navigation and then the Scheduled Tasks card. Each task is shown as a card that reads “Scheduled to run [workflow] workflow for” the accounts or contacts you attached, with its frequency (for example “Daily at 09:00”, “Weekly on Tuesday”, or “Monthly on 15th”), when it ends (“Ends at [date]” or “Never ends”), and the next run time.
Each task carries a status:
- Active - the task is live and will run at its next scheduled time. Use the pause control on the card to stop it temporarily.
- Paused - the task will not run until you resume it. Use the resume control on the card to make it active again.
- Invalid - the workflow behind the task is no longer available. The card shows “Workflow unavailable” and the task will not run until you edit it and pick a new workflow.
When the schedule fires, the chosen workflow runs against the attached records exactly as if you had run it by hand, so its agent outputs land in the same places (on each account or contact and in the task feed). See Review agent outputs and Monitor the task feed.
You can also review a task from a single record. Open an account or contact detail page and go to its Scheduled tab to see the scheduled tasks attached to that record.
Deleting a task stops future runs. It does not delete any enrichment data already produced for the attached accounts or contacts.