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Recurring jobs

Learn about recurring jobs in Actioner and how to configure them.

Overview​

Jobs in Actioner enable you to automate your tasks around managing work that is one-time or on a recurring basis. Every job in Actioner triggers a task that is one-time or on a recurring basis.

Setting a job on a recurring basis enable you to automate your workflows that is repetitive in nature. To supercharge your team's productivity, you can use reminders for your team to share their weekly or daily updates in a channel. This will help everyone stay in touch with what everyone on your team has been up to.

Example use cases​

  • Remind your team to join standup meetings every weekday at 09:00 AM.
  • Automatically generate ticket volume and MTTA/R reports of your customer support team on a weekly basis and share them in your team's Slack channel.
  • Notify your team regularly with the list of issues in your backlog.
  • Alert your sales team quarterly with all deals that are set to close in the next quarter.
  • Weekly show all unworked contacts from the past week.
  • Send a weekly summary of customer feedback and reviews from various platforms to your customer success team in Slack, allowing them to address any concerns or follow up with satisfied customers.
  • Notify your finance team every quarter-end with a reminder to prepare financial statements and reports, ensuring timely completion for auditing purposes.
  • Send a monthly summary of website analytics, including traffic sources, user engagement, and conversion rates, to your marketing and analytics team in Slack for performance evaluation and decision-making.

Job nodes​

You can use job nodes to create, update or delete your recurring tasks.

  • Save recurring job allows you to create a new recurring job in your app, or update the existing ones with the matching job ID.

  • Delete job allows you to delete a recurring job with the matching job ID.

Creating a recurring job​

  1. Go to Jobs page of your app and then switch to Recurring jobs tab.

  2. Click + Add recurring job.

Add recurring job

  1. Provide a name for your job.

  2. Fill out Recurrence time fields.

Recurrence time fields

  • Select Time unit for your job's frequency. Available options are

    • Minute: Lets you set your job to run every specified number of minutes. You can specify the repeating interval in minutes.
    • Hour: Lets you set your job to run at the chosen minute and repeats at intervals specified in hours.
    • Day: Lets you set your job to run at the specified time and repeats every specified number of days.
    • Weekdays: Lets you set your job to run at the specified time on every weekday.
    • Weekly: Lets you set your job to run every week on the specified day(s) and at the specified time.
    • Monthly: Lets you set your job to run every month on the specified day(s) and at the specified time.
    • Annually: Lets you set your job to run every year on the specified months(s), on the specified day(s) and at the specified time.
    • Custom: Lets you set your job to run a recurring schedule that specifies the times at which a recurring job should be executed. For further info and examples, visit cron expression page.

  • On Ends field, select 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.

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

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

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