Run on a schedule
Plan | Free (1 active automation per base) & Professional (15 active automations per base) |
User Permissions | Portal Owner, Portal Manager, |
Platform | Web |
Scheduled automation in Zoho Tables lets you run actions automatically at defined intervals, reducing manual effort and improving workflow efficiency. You can trigger actions one time, hourly, daily, weekly, or monthly.
How to schedule an automation
Choose Run on a schedule to schedule an automation.
You’ll be prompted to choose how often the automation should run. Choose one of the frequencies listed in the dropdown.
Choose the occurrence time for the automation—this defines when and how often it will run. The configuration depends on the chosen frequency.
You can use Start Time to define when the automation becomes active. Use End Time to define when the automation should stop running. These are especially useful for temporary campaigns or time-sensitive tasks.
Frequency types
One-time
Use when: The event triggers and runs the action(s) just once on a specific date and time.
Example: Send a launch notification on a specific date and time.
Hourly
Use when: The event triggers and repeats the action(s) every X hours.
Example: Track support requests received once every two hours.
Daily
Use when: The event triggers and performs the action(s) at the same time each day.
Example: Send daily task reminders or update a status field.
Weekly
Use when: The event triggers and runs the action(s) on specific weekdays.
Example: Send an email to submit weekly reports every Friday at 1 PM.
Monthly
Use when: The event triggers action(s) to be run monthly on a specific date(s) (e.g. 1st, 15th).
Example: Archive completed records on the first of every month.
