Run flows on a schedule

The steps to configure an action in the cloud flows designer with Copilot are identical to the classic cloud flows designer. However, if you have access to Copilot, you can simply ask Copilot to create a scheduled flow. For example, you can ask by typing the following prompt:

Create a flow that runs Monday every two weeks starting 09/25/2023 which sends an email to [email protected] that their MPR doc is due

You can ask Copilot to create a scheduled flow using the same prompt in the Copilot panel in the designer.

Copilot adds the following parameters to the flow it created for you in the action configuration pane on the left:

1. Follow the steps in the previous section.

2. Select Recurrence > Show advanced options. When you select Show advanced options, the dropdown name changes to Hide advanced options.

   

3. In the Time zone field, select a time zone from the dropdown list to specify whether the Start time reflects a local time zone, Coordinated Universal Time (UTC), or other time zone.

4. In the Start time field, enter a start time in this format: YYYY-MM-DDTHH:MM:SSZ

5. If you specified Day under Frequency, select the time of day when the flow should run in the At these hours and At these minutes dropdown lists.

6. If you specified Week under Frequency, do the following.
   

   • In the On these days and At these hours dropdown lists, select the day or days of the week on which the flow should run and the time or times of day when the flow should run.
   • In the At these minutes field, enter the minute values (from 0 to 59) separated by a comma.

   For example, configure the options as shown to start a cloud flow no sooner than 3:00 PM (Pacific time) on Thursday, March 24, 2022, and run it every two weeks on Tuesdays at 5:30 PM (Pacific time).

   

   Note

   If you run a flow on the month frequency, the flow runs on the same date each month.

7. Add the action or actions that you want the flow to take, as described in Create a cloud flow from scratch.