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Scheduled Workflows

Set a rhythm your business can trust.

Weekly reports, monthly reminders and daily checks run on time in your time zone, and you always know when the next one is due.

Why it matters

Routine tasks are the easiest ones to forget.

The Monday unpaid-invoice check, the first-of-month membership reminder, the Friday social post: they all depend on someone remembering, and they slip in busy weeks.

Scheduled workflows run them on a calendar you set, show the next run date and record every result.

Clock face for scheduled overnight runs

Interface and key controls

See the details that keep work moving.

Pick a schedule and time zone to preview the next runs, then try pausing, a missed run while offline, or running it twice.

Workflow

Email the unpaid-invoices summary to finance@

Recurrence · next 4 runs

Mon, Oct 19 · 8:00 AM CTMon, Oct 26 · 8:00 AM CTMon, Nov 2 · 8:00 AM CTMon, Nov 9 · 8:00 AM CTDaylight saving time ends Sun, Nov 1, 2026. Runs keep the same local time.

Missed-run policy

Run history
SucceededMon, Oct 12 · 8:00 AM CT · 9 invoices included

How scheduled workflows work

A clearer way to work.

Select a step to see what happens.

Step 1 of 5

Choose cadence

Daily, weekly, monthly or a custom pattern.

On screen

Schedule: every Monday at 8:00 AM

Reviewing invoices with a calculator

Business scenario

A practical day in the business.

Cobalt Accounting Group in Des Moines, IA follows up on unpaid client invoices every week. Office manager Trevor Lund used to build the list by hand.

  • Mon 8:00 AM CT — The summary emails finance@ with 7 unpaid invoices and their due dates.
  • Mon 8:01 AM — The run is logged as succeeded, with 7 records included.
  • Nov 2 — After daylight saving time ends on Nov 1, the run still goes out at 8:00 AM local time.
  • Dec 28 — Trevor pauses it for the holiday week; it resumes on Jan 4, 2027.

Business scenarios and exceptions

Designed for real-world exceptions.

Schedules follow local time through daylight saving changes, never run twice for the same slot, and follow the missed-run rule you choose.

Ran on timeThe workflow ran at its scheduled local time and the result is in the run history.
Paused or caught upThe schedule is paused, or a missed run is being caught up once under your policy.
Skipped or duplicateA run was missed and your policy is to skip, or a second run was blocked because one was already in progress.

FAQs

Scheduled workflow questions.

Related: Workflow Builder · Triggers & Actions

How do schedules handle daylight saving time?

Runs follow local clock time, so an 8:00 AM run stays at 8:00 AM when clocks change.

What happens if a run is missed?

You choose: run once as soon as possible, or skip and wait for the next scheduled time.

Can a workflow run twice by mistake?

No. If a run is already in progress for that time slot, a second one is blocked and logged.

Who should use scheduled workflows?

Finance, admin and marketing teams with weekly, monthly or daily routines.

Can I pause a schedule?

Yes. Paused schedules show when they will resume, and no runs happen while paused.

Put routine work on a reliable schedule.

Start a 14-day free trial or book a demo to set up scheduled workflows.