How do I schedule a workflow to run Automatically?
Overview
You can use the Schedule Alert trigger in Copy.ai to start your workflows on any cadence, ensuring that your work gets done automatically, even if you're not available to manually trigger it.
Step by Step Answer:
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Create your workflow: First, create the workflow you want to schedule. For example, let's say you want to perform a search and then summarize the results.
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Open the workflow builder: Navigate to the workflow builder to begin building your workflow. Here, you can define the specific actions and steps you want to include in your workflow.
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Add the Schedule Alert trigger: In the workflow builder, add the "Schedule Alert" trigger action. This trigger allows you to schedule when the workflow will run.
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Choose the schedule interval: Within the Schedule Alert action, you can select the desired interval for your workflow. Options include every hour, every day, every week, month, or year.
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Set the specific timing: Specify the exact day and time you want the workflow to run using the provided inputs. For example, you can choose to run the workflow every Monday at 9 AM.
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Configure additional parameters: Depending on your workflow and requirements, you may have additional parameters to configure. For example, if you're searching for news articles, you can specify that you only want to search articles from the past week.
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Add necessary actions: Continue building your workflow by adding the necessary actions, such as performing the search or summarizing the results.
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Review and publish: Once you have completed building your workflow, review the actions and settings to ensure everything is set up correctly. Then, hit "Publish" to activate your scheduled workflow.
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Test and monitor: After publishing, your workflow will run automatically according to the schedule you set. Monitor the results and make any necessary adjustments to ensure your workflow is running smoothly.
In summary, the Schedule Alert trigger in Copy.ai allows you to schedule and automate your workflows at specific intervals. By following the step-by-step instructions, you can set up a workflow to run automatically on a schedule, ensuring your work gets done even when you're not available to initiate it manually.