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How to Set Up Auto Schedules
Run automations on a recurring clock schedule � daily, weekly, or monthly � targeting a filtered audience of contacts or opportunities.
Auto Schedules let you run an automation on a repeating clock schedule � every morning at 9am, every Monday, the first of each month, or any custom cadence you define. Unlike automations (which fire in response to an event) and auto queues (which work through contacts one by one over time), a schedule fires across your whole filtered audience at once, on a fixed recurrence.
You will find Auto Schedules at https://app.trustpager.com/auto/schedules.
How it differs from automations and auto queues
- Automations � event-driven. They fire when something happens (opportunity stage changes, form submitted, etc.).
- Auto Queues � contact-driven sequences. A contact enrols and works through a series of steps over time.
- Auto Schedules � clock-driven broadcasts. At the scheduled time, TrustPager resolves your audience filter and fires your automation once for each person in it.
A good mental model: use a schedule when you have a recurring action that should reach a dynamic audience � for example, a weekly check-in email to all open opportunities, or a monthly SMS to contacts tagged as VIP.
Create a schedule
- Go to https://app.trustpager.com/auto/schedules and click New Schedule.
- Give it a name and an optional description.
- Choose the Automation to run � this is the automation that will fire for each matched contact or opportunity when the schedule triggers. Make sure the automation is already built and tested before wiring it to a schedule.
- Set the audience (see below).
- Set the recurrence (see below).
- Save. The schedule is inactive by default � activate it when you are ready for it to start firing.
Set your audience
The audience determines who receives the automation each time the schedule fires. There are four audience types:
- Contacts � all contacts, or a filtered subset (by tag, source, location, etc.).
- Opportunities � open opportunities in a pipeline, optionally filtered by stage, owner, or custom fields.
- Users � team members in your workspace.
- Tasks by assignee � contacts filtered by their assigned tasks.
You can preview the current audience before activating. Open the schedule detail page at https://app.trustpager.com/auto/schedules, find the schedule, and use the Preview Audience option. It resolves the filter live and shows you a count and a sample � without firing anything.
Set the recurrence
Schedules run on a standard cron-style recurrence. You can use the friendly time picker (set a time and pick days of the week) or enter a cron expression directly if you need a more custom cadence.
Common examples:
- Daily at 9am: every day, 09:00
- Every Monday at 8am: Monday only, 08:00
- Weekdays at 5pm: Mon�Fri, 17:00
- Custom (monthly on the 1st at 9am): cron expression
0 9 1 * *
All times are interpreted in your chosen timezone (defaults to Australia/Sydney). Set the correct timezone when creating the schedule � it cannot be assumed from your browser.
Use Preview Cron to validate your expression and see the next 5�10 planned fire times before you activate anything.
Optional limits
You can optionally set:
- End date � the schedule stops firing after this date.
- Max runs � the schedule deactivates automatically after this many fires.
Leave both blank for an ongoing, unlimited schedule.
Activate and monitor
Toggle the schedule active from https://app.trustpager.com/auto/schedules. The next fire time is shown on the schedule card � refresh after activating to confirm it has been calculated.
Each time the schedule fires, a run record is created. Open the schedule detail page to see the full run history � when it fired, how many contacts were in the audience, and whether any errors occurred.
To trigger a schedule immediately without waiting for the next cron fire � for testing or a one-off catch-up � use the Fire Now button from the detail page. This bypasses the end date and max runs limits.
Troubleshooting
- Schedule not firing � confirm it is set to active. Check that the automation attached to the schedule is also enabled.
- Audience is empty � use Preview Audience to check your filter. An empty audience will cause the schedule to fire with no actions taken (no error is raised).
- Wrong timezone � times are always stored and evaluated in the timezone you set on the schedule, not your browser timezone. Edit the schedule and update the timezone field if needed.
- Automation errored � individual automation failures appear at https://app.trustpager.com/auto/errors. The schedule itself will continue to fire on subsequent runs.
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