What are Schedules & Triggers?

Schedule

Quick Schedule
Run agents immediately or after a brief delay. Use Cases:- Test a workflow before setting up recurring execution
- One-time delayed execution
- Immediate processing with manual trigger
Recurring Schedule
Run agents at regular intervals. Frequency Options:- Every minute - Real-time monitoring and rapid processing
- Every 5 minutes - Near real-time workflows
- Every 15 minutes - Frequent check-ins
- Every 30 minutes - Regular interval processing
- Every hour - Hourly updates and monitoring
- Every day - Daily reports and summaries
- Every week - Weekly analysis and reviews
- Every month - Monthly reports and audits
One-Time Schedule
Schedule a single execution for a specific future date and time. Use Cases:- Delayed execution for specific date
- Event preparation (report generation day before meeting)
- Scheduled reminders and follow-ups
Advanced Schedule
Custom scheduling with complex patterns using cron expressions. Use Cases:- Multiple specific days (e.g., every Tuesday and Thursday)
- Specific dates of the month (e.g., 1st and 15th)
- Complex business logic (e.g., last business day of month)
Event Triggers
Event triggers activate agents automatically when specific events occur in your connected applications.
Supported Trigger Applications
Communication & Collaboration
Gmail - Trigger on:- New email received
- Email matching specific criteria (sender, subject, label)
- Email sent
- Label applied to email
- New message in channel
- Direct message received
- Mention of specific keywords
- Emoji reaction added
- New email received
- Calendar event created/updated
- Meeting invitation received
- New message in channel
- Direct message received
- Role assigned
Productivity & Project Management
Notion - Trigger on:- New page created
- Database entry added/updated
- Page property changed
- Comment added
- Event created
- Event updated
- Event starting soon (15 min before)
- Event completed
- File uploaded
- File modified
- File shared with you
- Folder created
- Document created
- Document edited
- Comment added
- Shared with team
- Task created
- Task assigned to you
- Task completed
- Due date approaching
- Issue created
- Issue assigned
- Issue status changed
- Comment added
- Issue created/updated
- Status changed
- Comment added
- Sprint started/completed
- Card created/moved
- Checklist completed
- Comment added
- Due date approaching
- Task created
- Task completed
- Project created
- Row added to table
- Document updated
- Button pressed
Development & Code
GitHub - Trigger on:- New issue opened
- Pull request created
- Code pushed to repository
- Release published
- Issue comment added
- Merge request created
- Pipeline completed
- Issue created
Customer & Sales
HubSpot - Trigger on:- New contact created
- Deal stage changed
- Form submission received
- Email opened/clicked
- New lead created
- Opportunity stage changed
- Account updated
- Task assigned
- Deal created/updated
- Activity completed
- Contact added
- Ticket created
- Ticket priority changed
- Comment added
- Ticket solved
- Payment received
- Subscription created/cancelled
- Invoice paid/failed
- Refund issued
- Subscriber added
- Campaign sent
- Email opened
Other Platforms
Canvas - Trigger on:- New submission
- Assignment graded
- Meeting recorded
- Transcript available
- Playlist updated
- Song saved
- Video uploaded
- Comment received
Real-World Examples
Example 1: Daily Competitive Intelligence (Schedule)
Schedule: Every weekday at 7 AM EST Workflow:- Team starts day with fresh competitive intelligence
- No manual monitoring required
- Major updates escalated automatically
- Complete history maintained in Slack
Example 2: Automated Customer Onboarding (Event Trigger)
Trigger: New deal marked “Closed Won” in Salesforce Workflow:- Zero manual coordination
- Instant onboarding activation
- 100% consistent process
- Customer success team notified immediately
Example 3: Security Incident Response (Event Trigger)
Trigger: Critical alert in Datadog or new message in #security-alerts Slack channel Workflow:- Initial triage completed in under 2 minutes
- Consistent investigation methodology
- Complete documentation automatically
- Appropriate escalation based on severity
Example 4: Monthly Financial Close (Schedule)
Schedule: First business day of each month at 6 AM Workflow:- Month-end close process starts before team arrives
- Initial reconciliation completed automatically
- Issues flagged proactively
- 3-5 days reduced from close cycle time
Example 5: Support Ticket Triage (Event Trigger)
Trigger: New ticket created in Zendesk Workflow:- Every ticket triaged within seconds
- Complete customer context provided
- Appropriate prioritization and routing
- Support team focuses on solving, not researching
Example 6: GitHub Issue Management (Event Trigger)
Trigger: New issue created in GitHub repository Workflow:- Every issue triaged and categorized automatically
- Duplicates identified immediately
- Product team notified with context
- Security issues escalated without delay
Example 7: Weekly Team Sync Preparation (Schedule)
Trigger: Every Friday at 4 PM Workflow:- Team meeting prep automated
- Complete context before Monday sync
- Data-driven discussions
- No manual status gathering
How to Set Up
Creating a Schedule
- Navigate to agent configuration → Schedules/Triggers section
- Click “Configure Schedule”
- Choose schedule type:
- Quick: Immediate or near-immediate execution
- Recurring: Regular intervals (minute/hour/day/week/month)
- One-time: Specific future date/time
- Advanced: Custom cron expression
- Select timezone (defaults to your account timezone)
- Configure frequency:
- For recurring: select interval (e.g., “Every day at 9 AM”)
- For one-time: select specific date and time
- For advanced: enter cron expression
- Name your trigger (e.g., “Daily Competitor Report”)
- Add description (optional but recommended)
- Enable trigger immediately (toggle on to activate)
- Click “Create Trigger”
Creating an Event Trigger
- Navigate to agent configuration → Schedules/Triggers section
- Click “Create Event Trigger”
- Step 1 - Select App: Choose the application to monitor
- Shows connected apps (green “Connected” badge)
- Shows apps requiring setup (gray “Setup Required”)
- Search bar for quick filtering
- Step 2 - Choose Trigger: Select the specific event type
- Example: For Gmail → “New email received” or “Email with specific label”
- Example: For Slack → “New message in channel” or “Keyword mentioned”
- Example: For GitHub → “New issue opened” or “Pull request created”
- Step 3 - Configure: Set trigger parameters
- Filter criteria (e.g., email from specific sender, Slack message in specific channel)
- Conditional logic (e.g., only if subject contains “urgent”)
- Frequency limits (e.g., max once per hour to prevent spam)
- Test the trigger to verify it works correctly
- Name and save the trigger
Managing Schedules & Triggers
View Active Schedules/Triggers
Navigate to Agent Configuration → Schedules/Triggers to see:- All active schedules and triggers
- Next scheduled execution time
- Trigger event source and conditions
- Execution history
Pause/Resume
Toggle any schedule or trigger on/off without deleting. Perfect for temporary suspension.Edit Configuration
Modify timing, frequency, trigger conditions, or workflow without recreating from scratch.Delete
Remove schedules or triggers you no longer need. Cannot be undone.Schedule Configuration Options
Timezone Support
Specify timezone for all scheduled executions:- Auto-detect based on account settings
- Manual override: “Every day at 9 AM EST”
- Handles daylight saving time automatically
Recurring Patterns
| Pattern | Configuration | Example Use Case |
|---|---|---|
| Every minute | 1-minute intervals | Real-time monitoring |
| Every 5 minutes | 5-minute intervals | Frequent updates |
| Every 15 minutes | 15-minute intervals | Regular check-ins |
| Every 30 minutes | 30-minute intervals | Moderate frequency |
| Every hour | Hourly | Hourly reports |
| Daily | Specific time each day | Daily summaries |
| Weekdays | Monday-Friday at time | Business reports |
| Weekly | Specific day/time | Weekly analysis |
| Monthly | 1st of month at time | Monthly reports |
| Custom | Cron expression | Complex patterns |
Advanced Cron Expressions
For complex scheduling needs, use cron syntax:Event Trigger Configuration
Filter Criteria
Apply filters to narrow trigger activation: Gmail Example:- From specific sender:
sender:[email protected] - Subject contains:
subject:URGENT - Has attachment:
has:attachment - Specific label:
label:vip-customers
- Specific channel:
#customer-support - Contains keyword:
keyword:@komo OR keyword:urgent - From specific user:
from:@manager
- Repository:
repo:company/product - Issue label:
label:bug - Assigned to:
assignee:@username
Conditional Logic
Add conditions in the playbook to prevent false triggers:Frequency Limits
Prevent trigger spam:- Cooldown period: “Max once per 30 minutes”
- Batch processing: “Accumulate triggers and process every 15 minutes”
- Deduplicate: “Ignore duplicate events within 5 minutes”
Tips for Better Schedules & Triggers Configs
For Schedules
Be specific about timing:- ✅ “Every weekday at 8 AM EST”
- ❌ “In the morning”
- ✅ “Analyze data from last 24 hours”
- ✅ “Review tickets created since last run”
- ❌ “Recent data” (ambiguous)
- ✅ “Email summary to [email protected]”
- ✅ “Post to #analytics Slack channel with charts”
- ❌ “Share the results”
- Run workflow manually first to verify
- Check output format and quality
- Then set up recurring schedule
For Triggers
Use specific filters:- ✅ “Gmail: from VIP customers list AND subject contains ‘urgent’”
- ❌ “Any email”
- ✅ “Max once per 30 minutes to prevent duplicate processing”
- ❌ No frequency limits (risk of trigger spam)
- ✅ “When Salesforce deal closes AND Stripe payment received”
- ❌ “When deal closes” (may trigger before payment confirmed)
- ✅ “Post to Slack: ‘[Trigger Type] - [Details] - [Action Taken]’”
- ❌ “Notify team” (lacks context)