Scheduling a workflow with Routines

A Routine in CloudRadial AutomationAI is a scheduled run of a workflow. It fires the workflow's deployed version automatically on a cadence you define, so work happens without anyone clicking Run. This article is for Admins and Owners and covers what a Routine is, how to add or edit a schedule, how to pause or delete one, and how to read the Routines list.

Before you start, make sure the workflow you want to schedule already has an active deployment. A schedule runs the deployed version, so it cannot be activated until a deployment exists. If you have not deployed yet, see Deploying a workflow version to a runner first.

In this article:

• What a Routine is
• Adding or editing a schedule
• Pausing or 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 time it fires, it executes the workflow's deployed version. Because the schedule depends on that deployment, retiring the last active deployment for a workflow also removes its Routine. Schedules are saved and evaluated in UTC, so set your times with that in mind.

Adding or Editing a Schedule

You manage a workflow's schedule from its Properties page.

1. Open the workflow in the Designer.
2. Select Properties, then find the Routines section.
3. 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.
4. Under Schedule, set the cadence. The builder offers Every N minutes, Hourly, Daily, Weekly, and Monthly. If you need something more specific, turn on Advanced to enter a standard five-field cron expression directly.
5. Optionally add a Payload as JSON if your workflow expects input.
6. Set Active to register the schedule immediately, then select Save.

Important -> A schedule cannot be activated until the workflow has an active deployment. If Active is greyed out or Save is blocked, deploy a published version first, then return here.

Pausing or Deleting a Schedule

To pause a schedule, open it from the Routines list or the workflow's Properties page, turn off Active, and save. The schedule is kept but stops firing, so you can turn it back on later without rebuilding it.

To remove a schedule entirely, open it and select Delete, then 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 shown on hover.
• Payload: whether a payload is attached.
• Status: Active or Inactive.
• Last run: the result of the most recent fire.
• Actions: Open launches the workflow in the Designer.

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

If you are still having trouble, we're here to help! Submit a ticket for assistance, and don't forget to check our status page to ensure there are no outages in your area.