Scheduled Automations

A Timer trigger runs on an interval or schedule rather than in response to one record change. Use it for reminders, recurring reports, overdue checks, and periodic follow-up creation.

Configure the interval, time boundaries, specific time, and applicable days. Because a Timer has no triggering record, later actions may need to search for the records to process.

Design scheduled work to be safe when it runs again. Record which period or item has already been processed, and consider time zones and month-end boundaries.

Start with a narrow schedule and sample data before enabling a large recurring operation.