Scheduling a workflow with Routines

A Routine in CloudRadial AutomationAI is a cron-scheduled execution of a workflow — it fires the deployed version on a cadence you define. This article is for Admins and Owners and covers adding, editing, and pausing a schedule, and reading the Routines list. Because a schedule runs the deployed version, a workflow must have an active deployment before its schedule can be activated.

• What a Routine Is
• Adding or Editing a Schedule
• Pausing and Deleting a Schedule
• The Routines List

What a Routine Is

A Routine pairs a workflow with a cron schedule so AutomationAI runs it automatically. Each fire executes the workflow's deployed version, so retiring the last active deployment for a workflow removes its Routine. Schedules are saved in UTC.

Adding or Editing a Schedule

You manage a workflow's schedule from its Properties page. Open the workflow in the Designer, select Properties, and find the Routines section. Select Schedule to open the schedule editor. You can also reach the same editor from the Routines list by selecting Schedule a workflow or clicking an existing row.

In the editor, set the cadence under Schedule. The builder offers Every N minutes, Hourly, Daily, Weekly, and Monthly, or you can turn on Advanced (raw cron) to enter a standard five-field cron expression directly. Optionally provide a Payload (optional JSON). Set Active to register the schedule immediately, then select Save. A schedule cannot be activated until the workflow has an active deployment.

Pausing and Deleting a Schedule

To pause a schedule, open it from the Routines list or the workflow's Properties page and turn off Active, then save — the schedule is kept but stops firing. To remove it entirely, use Delete in the editor and confirm.

The Routines List

Open Routines from the sidebar to see every schedule across your workflows in one place. The list shows these columns:

• Workflow — the scheduled workflow
• When — the cadence in plain language, with the raw cron on hover
• Payload — whether a payload is attached
• Status — Active or Inactive
• Last run — the result of the most recent fire
• Actions — Open opens the workflow in the Designer

Click any row to edit, pause, or delete that schedule.