Creating a Workflow that Runs at Specified Intervals

Automating tasks is crucial for streamlining your workflow and increasing efficiency. One effective method is to schedule tasks to run at specific intervals. By setting up these recurring actions, you can automate repetitive processes, reducing manual effort and minimizing errors.

Set your workflow to run:

• Every minute: For tasks that require frequent updates or monitoring.

• Every five minutes: For moderately frequent tasks.

• Every hour: For tasks that need to be executed periodically throughout the day.

• Every day at midnight: For daily tasks or reports that need to be generated overnight.

In this article, you'll learn how to create a workflow that sends a to-do list via email every day at midnight.

Creating the Workflow

To create the workflow:

1. On Lucy app homepage, click the My Work tab on the left.

2. All the folders you have created, as well as those created by others, will be listed.

3. Click on the respective folder to open it.

4. Within your folder, click the Workflows tab.

5. Click the + icon. Workflow Editor will open.

6. Select a trigger block to start the workflow.

   1. Click How do you want to trigger your workflow? box. All the available Trigger blocks will be displayed in a pop-up.

   2. Select the Trigger every day at midnight trigger block.

7. Select the action block(s) to be executed.

   1. Click the + icon. All the available Action blocks will be displayed in a pop-up.

   2. Select the Communications category and choose the Send Email block.

8. Configure the Send Email block.

   1. Click the arrow icon of the Send Email block to expand it.

   2. Subject: Type in the subject line of the email.

   3. To: Type in the recipient’s email address.

   4. Body: Type in the message to be sent.

9. Enter a appropriate name for the workflow and save it.

10. To test the workflow, click the Play button.

11. Click Execute. The workflow will be executed and a email will be sent to the respective recipient.

Creating the workflow screen 1

Creating the workflow screen 2

Creating the workflow screen 3

Creating the workflow screen 4

Creating the workflow screen 5

Watch this video that automate sending a daily to-do list to employees via email every day at midnight.