Run on a schedule
The On a schedule trigger runs an automation at times you set instead of when something happens.
| Setting | Notes |
|---|---|
| Repeat | Every hour, every day, every weekday (Mon to Fri), every week, every month, or a custom cron expression. |
| Time | The time of day it runs. |
| Timezone | The times are read in this timezone. |
Rules:
- A schedule can run at most once every 15 minutes. A schedule that would run more often is not saved.
- If Cashfin was unavailable when a run was due, the automation runs once when it comes back, not once for every run it missed.
- A scheduled run normally starts within a minute of its time.
The trigger provides {{date}} (for example 2026-11-11), {{time}}, {{weekday}} and {{firedat}}.
Example
A weekly reminder: choose On a schedule, set it to every week on Monday at 09:00 in your timezone, and connect a Send notification step with the message It is {{weekday}} {{date}}. Review open deals and overdue invoices.
The Start the week with a plan template is this automation, ready to use.