Set up an automation that runs on a schedule.
- Click New Automation.
- For the Starting Source, select Schedule and drag it to the first position on the canvas.
-
Drag an existing activity onto the canvas or create one.
You can add as many activities to the automation as needed. To view the available activities, click Choose. All existing configured activities of that type appear.
- Search by keyword, name, or external key.
- Sort by columns.
- To see a summary, click an activity.
- Save the automation.
-
Click Configure to schedule the automation.
To optimize the schedule, enter the start date and click Use Recommended Time.
- If you want to run the automation immediately, click Run Once.
If you modify the automation or its activities while running, it’s stopped, and future runs are paused until the changes are saved.