Can you create an automation schedule to run twice, skip a month, and then run again?
Can I run an automation's scheduled trigger to run once at the start of a month for two months in a row, skip a month and then run again?
For detailed instructions on creating a Custom Automation refer to Setting up Automation Processes.
To implement this type of schedule for an automation, you would need to do the following:
- Set a Schedule Trigger to start on day 1 of the month, set to run every 3 months
- Add an Email step and update the fields as required including the Template and Filing Details
- Add a Delay step of 30 days
- Add another Email Step and update the fields as required including the Template and Filing Details
- Continue to configure the rest of the process as needed with a Name
- When ready click the Draft toggle to activate the autiomation
As an example, using the setup with the automation starting in May, the following would happen:
- The first email is sent in May
- The automation delay kicks in until the process resumes the next month
- The next email is then sent in June
- The automation steps are completed for the first run
- The automation then pauses until the next scheduled run date (as per the trigger, 3 months after the start date of May, so will run again in August)
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