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Ensure Continuous Project Execution With Recurring Automation
Applies to
Smartsheet
- Pro
- Business
- Enterprise
This Help Article Appears in the Following Learning Tracks
You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis. For example, requestdailyupdates on overdue tasks from the assigned team members.
To create a recurring automated workflow in your sheet:
- ClickAutomationfrom the menu and create a new workflow or edit an existing workflow. (SeeSave Time and Work Faster With Automated Workflowsfor more information about creating and editing workflows.)
- In the Trigger block of your workflow, selectWhen a date is reached.
- ClickRun once > Custom.
- In the Custom Recurrence form, select the desired cadence (daily, weekly, monthly, annually) for your workflows to trigger.
TIP: You can also have your workflow end after a certain date or specific amount of executions.
- ClickDone.
That’s it! Your workflow will now execute at the recurrence you specify. To control which rows your workflow will include when it runs, take a look at theCondition Blocks: Filter What Your Automated Workflows Send Help Center article.