Choose the trigger for recurring jobs such as a daily report. Choose the action
for delayed work such as sending a follow-up two days after an event.
Example: send a daily report
Create a workflow with the Schedule trigger:1
Choose the schedule
Add a daily schedule at the intended local time and confirm its timezone. A
workflow can have multiple schedule entries.
2
Load the data
Add the actions that read the source system. Keep unrelated reads on
independent branches when they can run concurrently.
3
Build the report
Combine the values into text, HTML, a spreadsheet, or a file. Use a
sub-workflow when the same report logic is reused elsewhere.
4
Deliver and inspect
Add the send action, wait for the graph to save, enable the workflow, and
inspect its next run in Run History.
Example: schedule a one-time follow-up
Create a second workflow with the Callable trigger. Give its trigger inputs the values the follow-up needs. In the first workflow:- Add Schedule Workflow.
- Select the callable workflow.
- Set the future date and time.
- Connect the callable workflow’s inputs.
Make schedules reliable
- State the timezone explicitly; do not assume every teammate or service uses the same local time.
- Design recurring work to tolerate being retried manually.
- Avoid relying on one run’s in-memory state. Store durable state in the destination service or a project variable.
- Add Succeeded? or Error meta outputs around critical delivery actions when a recovery branch is useful.