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  1. Automation Management

Triggers (Schedule)

PreviousCreate AutomationsNextDocuments

Last updated 1 year ago

The initial phase of an Automation is the Trigger, dictating the reason for its execution.

An Automation can be initiated either manually or on a scheduled basis. In the image below, the current Trigger mode is set to Manual.

Identify the Trigger mode change button, indicated by the arrow; click it to proceed.

In this section, you can choose the Trigger mode, opting for either Manual or Schedule.

Upon selecting the Schedule option, the initial step is to determine the date when the Automation commences.

Click on the Date button, identified by the arrow below.

Within this window, you have the option to choose a specific date for the Automation to commence.

Next, we'll designate the Repeat interval, determining how frequently the Automation initiates automatically.

Click on the Repeat button, indicated by the arrow below.

Within this interface, you can specify the Repeat interval for the Automation, choosing between Hours, Days, Weeks, Months, or Years.

To return to the

To return to the

🚗
Automations Guide hub, click here.
main guide hub, click here.
on the Automation's page, the Trigger setting button is marked with an arrow
the Trigger mode options window
the Date selection button is marked with an arrow
the Date selection window
the 'Repeat' button is marked with an arrow
Selecting the Repeat Interval