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Configure an automation schedule

Use predefined scheduling options to decide when your automation runs, without needing to understand cron expressions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule picker​

In your automation configuration panel, locate the scheduling section and open the schedule picker to view the available timing options.

Open the schedule picker

Step 2: Choose a schedule category​

Use the category selector to switch between weekly, daily, monthly, or custom options, so you can narrow down presets that match your needs.

Choose a schedule category

Step 3: Select a weekly preset​

If you want a weekly schedule, choose a preset such as "Every Monday morning" or "Every Friday afternoon" to automatically apply the matching cron expression.

Select a weekly preset

Step 4: Select a daily preset​

For automations that should run every day or on weekdays, select options like "Every weekday morning" or "Every day at 6 AM" to set the timing.

Select a daily preset

Step 5: Select a monthly preset​

When you need a monthly schedule, choose from presets such as "First of every month" to run the automation on a specific day each month.

Select a monthly preset

Step 6: Review and confirm your schedule​

Check the selected label and description to ensure the run time suits your workflow, then confirm the schedule to save it to the automation.

Review and confirm your schedule

Last updated: 2026-09-03