Schedulers

Manage Scheduled Jobs

Manage Scheduled Jobs Once you have set up scheduled jobs, managing them is straightforward. This guide covers how to monitor, edit, pause, and optimize your active schedules. View All Your Scheduled Jobs Access Your Schedules Dashboard 1. Open your workflow 2. Click the Scheduling tab 3. You see a list of all your active, paused, and completed schedules The dashboard shows: - Schedule name: What you named it - Status: Active, Paused, Completed, or Failed - Next run: When it will run next (for active schedules) - Last run: When it most recently ran - Frequency: Once, Daily, Weekly, Hourly, etc. - Quick actions: Pause, Resume, Edit, Delete buttons Filter and Sort Your Schedules - Filter by status: Show only Active, Paused, Completed, or Failed - Sort by: Next run time, last run time, or frequency - Search: Find a schedule by name Edit Schedule Timing and Configuration You can change most aspects of a schedule without starting over. Editable Elements - Schedule name: Rename your schedule anytime - Frequency: Change from Daily to Weekly, adjust timing, etc. - Time of day: Change from 9am to 5pm, etc. - Rows to process: Update filters or switch from "all rows" to "filtered rows" - Timezone: Change if your team moves or for multi-region support What You Cannot Edit - Workflow associated: The workflow being scheduled does not change - Once vs. Interval mode: You cannot switch a one-time schedule to recurring (delete and recreate instead) How to Edit a Schedule 1. Click the Edit button next to your schedule (or click the schedule name) 2. The schedule form opens with current settings 3. Change what you need 4. Click Save Changes 5. The schedule updates immediately (takes effect on the next run) Important: Editing takes effect on the next scheduled run, not immediately. If you want to test changes, manually run the workflow first. Pause Schedules Temporarily When to Pause - You are troubleshooting a problem with your workflow - You want to make changes without the schedule running - You are doing maintenance or updates - You need to stop processing temporarily How to Pause Click the Pause button next to your schedule. It stops running at its next scheduled time. What happens when you pause: - Current execution (if running) completes normally - No new executions start - Schedule stays in your list with "Paused" status - You can resume anytime Tip: Pausing is temporary. If you want to remove a schedule permanently, use the Delete button instead. Resume Paused Schedules How to Resume Click the Resume button next to your paused schedule. What happens when you resume: - Schedule becomes "Active" again - Next execution runs at the next scheduled time (not immediately) - All settings remain the same as before pausing Example: - You pause a daily 9am schedule on Wednesday - You resume it on Friday - It next runs at 9am Friday (not immediately when you click Resume) Tip: Resuming does not execute immediately. It waits for the next scheduled time. If you want to test immediately, manually run your workflow instead. Delete Schedules How to Delete Click the Delete button next to your schedule. You see a confirmation: "Are you sure? This cannot be undone." Click Yes, Delete to confirm. What happens: - Schedule is removed from your list - It no longer runs - Cannot be recovered Warning: Deletion is permanent. Pause first if you are unsure. When to Delete - You no longer need this enrichment - You have merged schedules - You are consolidating workflows - The workflow no longer exists Understand Schedule Execution History View Execution Logs Click on a schedule name to open the Execution History tab. You see a list of every time this schedule has run (or attempted to run): | Run Time | Status | Rows Processed | Duration | Errors | |----------|--------|----------------|----------|--------| | Jan 15, 9:05am | Success | 245 | 2m 15s | None | | Jan 14, 9:02am | Success | 312 | 3m 42s | None | | Jan 13, 9:01am | Success | 198 | 1m 58s | None | | Jan 12, 8:59am | Partial | 156 | 2m 30s | API rate limit hit | What Each Status Means | Status | Meaning | Action | |--------|---------|--------| | Success | Completed fully, all data processed | Nothing needed | | Partial | Ran but encountered errors on some rows | Check logs for which rows failed | | Failed | Could not complete due to system error or API issue | TexAu automatically retries | Review Individual Run Details Click on any execution to see: - Exact start/end times - Number of rows processed - API calls made: Which external services were queried - Error details: Specific error messages if something went wrong - Log output: Step-by-step execution log Monitor Schedule Health Key Health Indicators 1. Consistency - Is your schedule running at expected times? - Look at the "Last Run" column. It should match when you expect. 2. Success Rate - Are most runs "Success" or are you seeing many "Failed"? - Occasional failures are normal. Frequent failures indicate a problem. 3. Execution Time - Is each run taking longer than before? - Sudden slowdown might mean your workflow needs optimization or your data has grown. 4. Error Patterns - Same error repeatedly? That is a clue. - Different errors each time? Might be an environmental issue (API flakiness). Health Checks to Run Monthly 1. Review the last 10 runs: Do they all show Success? 2. Check execution times: Are they within the expected range? 3. Spot-check one result: Click into a recent execution log to verify data looks correct 4. Update as needed: Adjust timing or filters based on what you find What Happens When a Scheduled Enrichment Fails? Automatic Retry Behavior TexAu automatically retries failed jobs. If all retries fail, the job is marked as "Failed." Manual Retry If a job is stuck in "Failed" status: 1. Click on the failed schedule 2. Look at the execution history 3. Click Retry next to the failed execution (if available) 4. Or click Pause, review your workflow, then Resume Common Failure Causes and Solutions | Problem | Solution | |---------|----------| | External API was down | Check external service status. Usually resolves on next automatic retry. | | Rate limit exceeded | Reduce frequency or split into smaller batches. | | Invalid formula or processing action | Review your workflow. Fix the error, then resume schedule. | | Changed workflow invalidated schedule | Update the workflow, or create a new schedule. | | Database connectivity issue | Usually temporary. Schedule retries automatically. | Tip: Set up notifications (if available) so you are alerted to repeated failures instead of discovering them weeks later. Tips for Efficient Scheduling 1. Start Conservative, Scale Up Gradually - Start with daily schedules - Monitor results for a week - If working well, increase frequency - Do not jump to hourly without understanding the impact 2. Use Filters to Process Only Relevant Rows Instead of processing all rows daily, filter to only rows where created_date = today. This runs faster and costs less. 3. Stagger Your Schedules If you have multiple schedules, do not run them all at 9am. Spread them out: - Daily enrichment: 9am - Weekly refresh: 8pm Sunday - Hourly check: Every hour on the hour This prevents all jobs from running simultaneously. 4. Monitor Execution Times Keep an eye on how long each execution takes: - 1 minute: Very efficient - 5 to 10 minutes: Normal - 30+ minutes: Investigate (might need optimization) 5. Combine Multiple Operations Instead of creating multiple separate workflows and schedules, combine related operations into a single workflow with one schedule. 6. Document Your Schedules Keep a simple record of your schedules: | Schedule | Frequency | Reason | Owner | |----------|-----------|--------|-------| | Daily Lead Enrichment | Daily 9am | Sales team needs fresh data | John | | Weekly Refresh | Mon 8pm | Baseline data update | Sarah | 7. Use Clear Names Instead of "Schedule 1" or "My Workflow," use names like "Daily Lead Enrichment for Sales" or "Weekly Company Database Refresh." Troubleshoot Common Issues Schedule Is Not Running 1. Is the status "Active" (not Paused)? 2. Is the current time past the scheduled time? 3. Check execution history. Did the job run? (It might have succeeded already.) 4. If it is recurring, is today a day it should run? (A Weekly Monday schedule does not run on Tuesday.) Schedule Is Running But Results Look Wrong 1. Open the execution log and verify which rows were processed 2. Manually run the workflow with the same rows to verify 3. Check if your data filters are correct 4. Review formulas and processing actions for errors Scheduled Job Takes Longer Than Expected 1. Is your data set growing? (More rows = longer execution) 2. Did your workflow change? (New processing steps = more time) 3. Are external APIs slow? (Check their status pages) 4. Try reducing the number of rows processed at once (use filters) Getting Repeated "Failed" Status 1. Review the error message in execution logs 2. Is the issue with your workflow (formula error) or external (API down)? 3. Pause the schedule, fix the issue, then resume 4. Test your workflow manually before resuming the automated schedule What's Next? - Need to set up a new schedule? Setting Up Scheduled Jobs - Want to build more complex workflows? Formula Basics - Need to clean data first? Built-in Processing Actions

Set Up Scheduled Jobs

https://www.loom.com/share/c6bc7b058da04dedaade5d2b4b0c40d9 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 - Want to do more with data before scheduling? Formula Basics - Ready to learn about data cleanup? Built-in Processing Actions

Frequently Asked Questions

Frequently Asked Questions This article answers common questions about TexAu, including enrichment, credits, data management, team access, and integrations. About TexAu What is TexAu? TexAu is a B2B data enrichment and automation platform for sales, marketing, and operations teams. You import a list of companies, contacts, or leads, and TexAu finds missing information (emails, phone numbers, company details) by querying multiple data providers. Results are written directly into your table. What is waterfall enrichment? Waterfall enrichment runs multiple data providers in sequence for the same lookup. If the first provider returns no result, TexAu tries the second, then the third, and so on. This increases overall data coverage compared to using a single provider. You configure the provider order in your table columns. What data types does TexAu support? TexAu supports many semantic data types, including: - Contact data: Email, first name, last name, phone, job title, LinkedIn profile URL, department, seniority level - Company data: Company name, website, industry, company size, revenue, phone number, address, headquarters, LinkedIn URL - Custom data: You can create custom columns for data specific to your use case Credits and Billing How do credits work? Each enrichment action costs a set number of credits. Typical costs: - Email finding: 2 credits - Email verification: 1 credit - Company enrichment: 1 to 2 credits - Phone number finding: 10+ credits For most enrichment actions, you pay only when data is found. Some actions charge per lookup regardless of result. Check the credit cost shown in the action configuration panel before running. Your plan includes a monthly credit allowance. Unused credits roll over to the next billing period, up to 2x your monthly allowance. What happens when a provider returns no data? If your table uses waterfall enrichment, TexAu tries the next provider in the sequence. If all providers return no data, the cell remains empty. For actions that use pay-on-match billing, no credits are deducted for empty results. For actions that charge per lookup, credits are deducted regardless. What are the plan options? | Plan | Monthly Price | Credits per Month | Team Members | |---|---|---|---| | Solo | $79 | 2,500 | 1 | | Starter | $199 | 8,000 | 3 | | Teams | $549 | 25,000 | 5 (+$99 per extra user) | | Enterprise | Custom | Custom | Unlimited | All plans offer an annual billing option with approximately 20% savings. Visit texau.com/pricing for the latest plan details and pricing. See Understand Your TexAu Plan for full feature comparison. How do I cancel my subscription? 1. Go to Settings > Billing. 2. Click Cancel plan. 3. Confirm the cancellation. Cancellation takes effect at the end of your current billing period. Your data is not deleted. Enrichment actions and scheduled jobs stop running after the period ends. Data and Tables How do I format data before importing? - Use CSV format. - Remove duplicate rows before importing. Duplicate rows consume credits when enriched. - Use one data type per column. Do not mix email addresses and phone numbers in the same column. - Remove rows with obviously invalid data (malformed email addresses, placeholder text). Can I export my data? Yes. Open any table, click the export option, and download the data as a CSV file. You can export at any time, including after your plan expires or a trial ends. Team and Access How do I invite team members? 1. Go to Settings > Members. 2. Click Invite Member. 3. Enter their email address. 4. Select a role: Owner, Admin, Member, Editor, or Viewer. 5. Click Send Invite. Your plan determines the maximum number of team members. The Teams plan allows adding extra members at $99 per seat per month. What roles are available? TexAu has five workspace roles: - Owner: Full access, including billing and plan changes - Admin: Full access, including member management and billing - Member: Can create and edit tables, run enrichments - Editor: Can edit existing tables and run enrichments - Viewer: Read-only access to tables and results Integrations Can I connect my CRM? Yes. Go to Settings > Integrations to connect HubSpot, Salesforce, and other supported CRMs. CRM sync frequency depends on your plan: - Solo and Starter: One-way daily sync - Teams: Bidirectional hourly sync - Enterprise: Custom sync configuration Do webhooks work with TexAu? Webhooks are available on Starter, Teams, and Enterprise plans. The Solo plan does not include webhook access. Configure webhooks under Settings > Webhooks. AI and Formulas What AI models are available? TexAu integrates with OpenAI, Anthropic (Claude), and Google Gemini. You select the model when creating an AI-powered processing action. Different models have different credit costs. Check the action configuration panel for pricing. How do formulas work? Formulas create new columns by combining or transforming existing data. Examples: - Combine first and last name: CONCAT(First_Name, " ", Last_Name) - Classify by revenue: IF(Revenue > 1000000, "Enterprise", "SMB") - Pick the first available email: COALESCE(Email_Provider1, Email_Provider2, Email_Manual) Formulas are evaluated for each row and can reference any column in the table. Account How do I change my password? TexAu uses a secure external authentication provider. To change your password, use the password reset option on the login screen. If your workspace uses single sign-on (SSO) through Google Workspace or another identity provider, manage your password through that provider. Support Where can I get help? - Help Center: You are here. - Email support: Available on all paid plans. - Priority support: Available on Starter plans and above. - Dedicated account team: Available on Teams and Enterprise plans. - In-app chat: Click the support icon inside TexAu. Response times depend on your plan's support tier. See Understand Your TexAu Plan for details. How do I report a bug or request a feature? Click the support icon inside TexAu and select the appropriate option. Include a description of the issue, what you expected to happen, and a screenshot if relevant.