# 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: | Status | Meaning | | ------------- | ---------------------------------------------------------- | | **Active** | Running on schedule | | **Paused** | Temporarily stopped. Job will not run until you resume it. | | **Completed** | One-time job has finished. It will not run again. | | **Failed** | Job attempted but encountered an error. Check logs. | | **Pending** | Waiting for next scheduled time. Everything looks good. | ## 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:** | Cron Expression | Meaning | | --------------- | ------------------------- | | `0 9 * * *` | Every day at 9am | | `0 9 * * 1` | Every Monday at 9am | | `0 */6 * * *` | Every 6 hours | | `0 8 1 * *` | First day of month at 8am | | `0 9,17 * * *` | At 9am and 5pm daily | | `*/15 * * * *` | Every 15 minutes | > **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**](./managing-scheduled-jobs.md) * Want to do more with data before scheduling? [**Formula Basics**](../formulas/formula-basics.md) * Ready to learn about data cleanup? [**Built-in Processing Actions**](../processing-actions/built-in-processing-actions.md)