Set Up Scheduled Jobs

Scheduled jobs let you run workflows automatically on a schedule. Instead of manually running enrichments, set them up once and let TexAu handle the rest. Run workflows once at a specific time or on a recurring basis.

What Are Scheduled Jobs?

Scheduled jobs automate your enrichments:

• Run once: Execute your workflow at a specific date and time

• Run repeatedly: Execute on a schedule (daily, weekly, hourly, custom patterns)

Once set up, your scheduled job runs automatically without any action from you.

Examples:

• Enrich new leads every morning at 9am

• Update company data every Monday

• Refresh prospect information every 6 hours

• Distribute leads to your sales team every Friday at 2pm

Two Scheduling Modes

Mode 1: Once (One-Time Execution)

Runs your workflow at a specific date and time, then stops.

Use for:

• Enriching a batch of new leads on a specific date

• Processing a special dataset on a particular day

• Backfilling missing data for a particular quarter

Mode 2: Interval (Recurring Schedule)

Runs your workflow repeatedly on a schedule.

Use for:

• Every day at 9am

• Every Monday at 2pm

• Every 6 hours

• Every day except weekends

Set Up a Scheduled Job: Step by Step

1. Start a New Schedule

In your workflow, click Scheduling then + New Schedule.

2. Choose Your Table and Rows

Decide what to process:

• Table: Which table in your workflow should run?

• Rows to process:

  • All rows: Process every row in the table every time

  • Only rows marked for processing: Process only rows flagged for enrichment

  • Custom filter: Process only rows matching specific criteria (for example, "status = 'new'" or "created_date = today")

Tip: Use filters to process only relevant data. Processing just "status = new" is faster and uses fewer credits than processing everything.

3. Choose Scheduling Mode

One-time schedule:

1. Select Once

2. Pick a date using the calendar

3. Pick a time (hours and minutes)

4. Select your timezone

5. Click Save Schedule

Recurring schedule:

1. Select Interval

2. Choose frequency:

   • Simple options: Daily, Weekly, Monthly, Hourly

   • Advanced options: Cron expression (see below)

3. Set the specific timing (for example, "at 9am" for Daily)

4. Select your timezone

5. Click Save Schedule

Select Your Timezone

Your scheduled jobs run in the timezone you select when setting up the schedule.

1. Find the Timezone dropdown in the scheduling form

2. Choose your timezone (for example, "America/Denver", "Europe/London", "Asia/Tokyo")

3. The time you enter is interpreted in that timezone

Example:

• You set a schedule for 9am

• You select "America/Denver" as your timezone

• The job runs at 9am Denver time every day

• During daylight saving time changes, TexAu adjusts automatically

Tip: Double-check your timezone selection, especially for recurring schedules. A wrong timezone setting means your job runs at a different local time than expected.

Schedule Status

Your scheduled jobs have different statuses:

Pause and Resume Schedules

Pause a Schedule

Click the Pause button next to your schedule. The job stops running until you resume it.

Use when:

• You are troubleshooting an issue

• You want to stop processing temporarily

• You need to update your workflow

Resume a Paused Schedule

Click Resume next to your paused schedule. It starts running at the next scheduled time.

Note: Resuming does not execute immediately. It waits for the next scheduled time.

View Schedule History and Logs

Check Your Schedule's History

Click on a schedule to see:

• Last run time: When it last executed

• Next run time: When it will run next

• Total executions: How many times it has run

• Execution logs: Details about each run (success, failures, number of rows processed)

Review Execution Details

In the logs, you see:

• Start time and end time

• Status: Success or failed

• Rows processed: How many data rows were enriched

• Time taken: How long it took to run

• Errors (if any): What went wrong

Common Scheduling Patterns

Daily Lead Enrichment

• Mode: Interval

• Frequency: Daily

• Time: 9am (before your sales team starts)

• Rows: Only new leads (using a "created_date = today" filter)

• Why: Sales team gets fresh data first thing in the morning

Weekly Data Refresh

• Mode: Interval

• Frequency: Weekly (Mondays)

• Time: 8pm Sunday (overnight, does not block daytime work)

• Rows: All rows

• Why: Regular refresh, non-urgent

Hourly Monitoring

• Mode: Interval

• Frequency: Hourly

• Time: Every hour on the hour

• Rows: Rows marked for monitoring

• Why: Near-real-time data freshness

One-Time Backfill

• Mode: Once

• Date/Time: A specific date and time

• Rows: Historical data (custom filter)

• Why: One-time processing

Advanced: Cron Expressions

If you are familiar with cron syntax, you can use cron expressions for more control.

Basic cron pattern: minute hour day month day-of-week

Examples:

Tip: Most users should stick with the simple frequency options. Only use cron if you need very specific scheduling.

What Happens When a Scheduled Job Fails?

If your scheduled job encounters an error:

1. Automatic retry: TexAu automatically retries failed scheduled jobs

2. Error notification: You see an alert in your dashboard

3. Execution logs: Check the logs to see what went wrong

4. Status: The schedule shows as "Failed" until resolved

Common failure reasons:

• External API was temporarily unavailable

• Invalid data in a column caused a formula error

• Your workflow definition changed and became invalid

• Rate limits were hit

Tip: Check your execution logs regularly to catch issues early.

Tips for Efficient Scheduling

1. Use filters: Do not process all rows every time. Use filters to process only new or relevant data.

2. Schedule during off-peak times: Schedule large enrichments for nights or weekends so they do not compete with daytime work.

3. Monitor first, then automate: Before setting a recurring schedule, run your workflow manually once to make sure it works correctly.

4. Plan for growth: Start with conservative intervals (for example, daily). You can increase frequency later as you see results.

5. Combine operations: Use formulas and processing actions within your workflow, then schedule the whole thing. This way, one schedule does all the work.

6. Document your schedules: If you have multiple schedules, write down why each one exists.

What's Next?

• Ready to manage active schedules? Managing Scheduled Jobs

• Want to do more with data before scheduling? Formula Basics

• Ready to learn about data cleanup? Built-in Processing Actions