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Jobs in Actioner

Learn about jobs in Actioner and how to configure them.


Overview

Jobs in Actioner empower you to automate both one-time tasks and recurring activities, offering limitless possibilities for streamlining your workflows.

Schedule jobs to manage your tasks

Setting up a job on a schedule relieves you of the burden of remembering to run a workflow by a specific deadline, allowing you to focus on your work more effectively. Use scheduled jobs to proactively remind your team of upcoming due dates, such as generating revenue reports weeks before the end of the financial year or prompting quarterly peer reviews.

Streamline your repetitive tasks

Configure a job to recur, automating repetitive tasks, and improving efficiency and productivity. For instance, leverage a recurring job to remind your team to share weekly or daily updates in a dedicated channel, ensures everyone stays connected and aware of ongoing activities.

Example use cases

One-time job examples

  • Remind your customer support team to update tickets 20 minutes before breaching SLAs.
  • Notify your sales team to log meeting notes into your CRM one hour after concluding customer meetings.
  • Trigger a one-time email campaign to your subscribers to promote a new product line at a specified date and time.
  • Send a series of introduction messages to your customers right after they sign up for your product, with customizable time intervals between each message.

Repetitive job examples

  • Create recurring tasks to remind your team to participate in regular meetings, such as daily standups.
  • Set up recurring jobs to receive status reports on your customers or team performance on a weekly basis, keeping you informed and stakeholders updated.
  • If you're a social media consultant, automate your weekly article writing and posting tasks for different clients. Additionally, schedule monthly engagement reports to run automatically and share the results in your preferred Slack channel.

Job types

Actioner provides two types of jobs based on workflow execution frequency:

  • Scheduled jobs: Jobs that run once at a specific date and time, ideal for deadline reminders.

  • Recurring jobs: Jobs that run on a repetitive basis, such as daily, weekly, or monthly tasks.

Working with jobs

Managing jobs in Actioner is done at the app level, offering the following capabilities:

  1. You can see the list of your jobs on Jobs tab of your app.
  2. Jobs are limited to running workflows within the same app.
  3. Add job nodes to create or delete recurring and scheduled jobs in your workflows.
  4. Use actions from Actioner jobs integraton within your workflows to dynamically add, update, or remove scheduled tasks.
  5. Scheduled jobs are automatically deleted after they run at the scheduled time.
  6. Recurring jobs are removed once they complete their final occurrence.

Jobs tab

To view the jobs in your app, navigate to your app on My apps page and go to Jobs tab.

Only app admins have the right to create, update and delete jobs.

Creating a job

  1. On Jobs tab of your app, click + Add job.

  2. Select the job type: Recurring or Scheduled.

Add a new job

  1. Provide a name for your job.

  2. Based on the job type, enter parameters for recurrence or scheduled time fields.

  3. Select the workflow that your job will execute. Note that, you can select a manual workflow from your app.

Selecting workflow while adding a job

  1. When a target workflow is selected, its inputs open up. Provide the values for the inputs that the target workflow will be executed with.

  2. Once all is set, click Add to create your job.

Recurrence time fields

Recurrence time fields

Time unit

Shows the frequency of the job. You can set up your job to run at every minute, hour, day, weekday, week, month, year or provide your custom cron expression to specify recurrence interval.

Ends

Shows if and when your job will stop running. Note that recurring jobs have a maximum limit of 100 occurrences.

  • Never: If chosen, your job will run indefinitely.
  • After a specific date: If chosen, your job stops running when the selected date is reached.
  • After a number of occurrences: If chosen, your job repeats until it reaches the specified amount.

Scheduled time fields

Scheduled time fields

Select the date, the time and the timezone when your job will run.

Your job will be run on the chosen date and time according to the selected timezone. By default, your browser's timezone is selected.

Editing jobs

To make changes to a job, click ellipsis right near your job and select Edit.

Edit a job

Deleting jobs

To remove a job from your app, click ellipsis right near your job and select Delete.

Delete a job