Schedule a flow in a few steps
If you just need the essentials, follow this:
- Go to Triggers and click + New Trigger
- Select Start a flow in the future or on a schedule
- Set the date/time and verify the workspace timezone
- Add a repeat rule (daily/weekly/monthly) if needed
- Select the flow, review group filters, save, and test with a near-future run
You’re done. The flow will start at the scheduled time (and repeat if configured) for the contacts allowed by your group filters.
Step-by-Step Process
- Go to the Triggers tab.
- Click + New Trigger.
[CAPTURE: Triggers page showing “+ New Trigger”.]
- Select Start a flow in the future or on a schedule.
[CAPTURE: New Trigger options with “Start a flow in the future or on a schedule” highlighted.]
- Choose the date and time when contacts should enter the flow.
- Confirm the timezone displayed matches the timezone you expect the schedule to use.
[CAPTURE: Schedule date/time selector showing the workspace timezone.]
You can choose to repeat the trigger on a regular cadence.
- Daily
- Weekly
- Monthly
[CAPTURE: Repeat options (None / Daily / Weekly / Monthly).]
- Optional: Include and/or exclude specific groups to control who starts the flow when the schedule runs.
- Select the flow you want to start on the schedule.
- Click New Trigger to save.
- Confirm it appears in your list of active triggers.
[CAPTURE: Include/Exclude group selector.]
[CAPTURE: Flow selection dropdown showing a selected flow.]
[CAPTURE: Active triggers list showing the scheduled trigger.]
This example trigger:
- Runs on the 21st of each month
- Starts contacts at 15:45
- Includes members of the Supervisors group
- Excludes members of the Dormant group
- Starts the Crop Survey flow
[CAPTURE: Completed trigger setup showing date/time + monthly repeat + include/exclude + flow selected.]
Common Issues & Quick Fixes
Problem: The trigger runs at the wrong time.
Fix: Check Workspace Settings → Timezone, then reconfirm the trigger’s date/time (especially after any timezone changes).
Problem: Some contacts don’t receive the scheduled flow.
Fix: Review group include/exclude rules and confirm contacts are in the expected groups at the time the trigger runs.
Problem: The trigger doesn’t appear to run.
Fix: Confirm the trigger is enabled and listed as active, then schedule a test run a few minutes ahead and check logs/history.