Build with AI
Open the AI Chat in your table’s right sidebar and describe what you want. AI handles everything: it chooses the right trigger, maps the relevant fields, and sets up all actions automatically. Describe the goal once, and the workflow is ready — no manual setup needed. Example: “Every Monday at 9am, email me a list of overdue tasks.”Configuration
Frequency options
Use -1 as the day of month to target the last day of the month, regardless of whether it has 28, 30, or 31 days.
How to set it up
- Open your automation and add a new trigger.
- Select At scheduled time.
- Set the Time Zone. This is especially important if your team spans multiple time zones — the schedule runs in whichever zone you select here.
- Choose a Frequency. For example, to run every Monday at 9:00 AM:
- Set Frequency to Weeks.
- Set interval to 1 (every 1 week).
- Check Monday in the weekday selector.
- Set the trigger time to 09:00.
- Set a Start Time (when the schedule becomes active).
- (Optional) Set an End Time if you want the schedule to expire.
- Save and activate the automation.
- Since there is no record data, your first action will typically be a Get Records step to load the data you need.
Concrete example: weekly Monday morning report
Goal: Every Monday at 9:00 AM, get all tasks due this week and send a summary email.- Trigger: At scheduled time — Weeks, every 1 week, Monday, 09:00, your time zone.
- Action 1: Get Records — from the Tasks table, filter: Due Date is within this week.
- Action 2: Send Email — to your team, with the retrieved tasks listed in the body.
One-time schedules
When you select One-time frequency, the automation fires once at the specified date and time and then automatically deactivates itself. This is useful for:- A reminder to follow up on a specific date.
- A delayed action that needs to happen once (e.g., send a launch announcement at a future date).
- A time-limited campaign that triggers only once.
When to use
- Generate a daily summary report. Run every day at 8:00 AM, get all records updated yesterday, and email a digest.
- Create recurring tasks every Monday. Run weekly and create records in your task table for the new week.
- Send monthly invoice reminders. Run on the 1st of each month, find unpaid invoices, and send reminder emails.
- Clean up stale records. Run daily, find records older than 90 days with a “Draft” status, and archive or delete them.
- Sync data on a schedule. Run every hour to push updated records to an external API.
Tips
- Since schedule triggers have no “current record,” you cannot reference trigger data in actions the way you would with record-based triggers. Always start with a Get Records action if you need data.
- Be mindful of time zones, especially for teams that work across regions. The time zone setting on the trigger determines when it fires — not the viewer’s local time.
- For high-frequency schedules (every few minutes), keep your workflow lightweight to avoid overlapping runs.
- If your automation is time-sensitive (e.g., must run before a daily meeting), set it a few minutes early to allow for processing time.
- The -1 day-of-month trick is useful for month-end reports or processes. Using -1 means “last day of the month”, so it correctly fires on January 31, February 28 (or 29), March 31, etc.
Related
- Get records action — typically the first step after a schedule trigger
- Send email action — commonly paired with schedules for periodic notifications
- Loop (batch) action — useful for processing the array of records returned by Get Records

