How To Run Scheduled, Contact-Free Automations Using the Workflow Scheduler in Tekmatix

Why This Matters

Not every automation needs a contact to run.

Many backend operations like sending daily reports, syncing data, refreshing spreadsheets, or triggering webhooks need to run on a schedule, not when a contact takes action. The Workflow Scheduler Trigger in Tekmatix is designed specifically for these tasks, giving you reliable, clock-based automations without enrolling contacts or creating complex workarounds.

This results in:

• Cleaner workflows

• Fewer errors

• Less maintenance

• More predictable operations
  
  

What Is the Workflow Scheduler Trigger?

The Workflow Scheduler Trigger is a native, contact-less trigger in Tekmatix that starts a workflow based on a schedule you define.

Instead of waiting for a contact to submit a form or reply to a message, the workflow runs automatically:

• Hourly

• Daily

• Weekly

• Monthly

• On a specific date and time

• Or using advanced cron scheduling
  

All runs follow your account timezone, and Tekmatix provides clear execution previews so you know exactly when workflows will fire.

Key Benefits of the Workflow Scheduler

1. Clock-Based Automation

Run workflows exactly when needed—perfect for reports, data syncs, and operational tasks.

2. Contact-Free by Design

No contact enrollment required. Any step that needs a contact is safely skipped to prevent failures.

3. Timezone-Aware Execution

Schedules respect your Tekmatix account timezone for consistent reporting and operations.

4. Built-In Safeguards

• Skip Weekends to respect business days
  

• Stop On to automatically end schedules on a set date
  

5. Safe to Publish

Preview the next five scheduled runs before going live using Check Trigger Schedule.

6. Integration-Ready

Works seamlessly with:

• Webhooks (Outbound)

• Google Sheets

• Airtable

• Slack

• Internal Email or SMS to teammates

• Custom Values

• Task creation

Advanced Scheduling with Cron

When presets aren’t enough, Tekmatix supports cron-style scheduling for advanced timing logic.

Syntax: Standard cron format: *minute *hour *day *month *weekday.

Examples:

• 0 9 * * 1 → Every Monday at 9:00 AM

• 30 14 1 * * → 1st of every month at 2:30 PM

• 0 */2 * * * → Every 2 hours

Note: Schedules that run more than once per hour are not allowed.

Using Skip Weekends & Stop On

These settings help keep workflows aligned with business rules.

Skip Weekends

Automatically removes Saturday and Sunday from the schedule for:

• Daily runs

• Weekly runs

• Every N days

• Cron patterns that include weekends
  
  

Stop On

Sets a final date and time when the workflow should stop running.

Both options are reflected in the schedule preview, so there are no surprises.

Understanding Contactless Actions & Skip Behavior

Because the Scheduler is contactless, Tekmatix handles actions intelligently.

Recommended Actions:

• Webhook (Outbound)

• Custom Webhook

• Google Sheets

• Airtable

• Slack messages

• Internal Email or SMS (to team members)

• Update or Set Custom Values

• Create Task
  

Automatically Skipped Actions:

• Any step that requires a contact (e.g., Send SMS to Contact)

Skipped steps are clearly logged in Execution Logs, and the workflow continues running supported actions.

Step-by-Step: How To Use the Workflow Scheduler Trigger

Step 1: Open Workflows

Go to Automated Workflows → Workflows.

Step 2: Create or Open a Workflow

Either create a new workflow or open an existing one.

Step 3: Add the Scheduler Trigger

Click Add Trigger → select Scheduler.

Step 4: Choose an Interval Type

Select one of the following:

• Daily (one or multiple times per day)

• Weekly (specific days and time)

• Monthly (day 1–31 or Last day)

• Every N Days (e.g., every 2 days at 9:00 AM)

• Custom (Nth weekday like 2nd Friday)

• One-Off Date/Time (runs once)

• Advanced (Cron) for complex schedules

Step 5: Set Time(s)

Choose the exact time or times the workflow should run.

Step 6: Configure Advanced Settings (Optional)

• Enable Skip Weekends

• Set a Stop On date

Step 7: Preview the Schedule

Click Check Trigger Schedule to preview the next five executions.

Step 8: Add Contactless Actions

Add actions like Slack notifications, spreadsheet updates, or webhook calls.

Step 9: Publish

Publish the workflow. Tekmatix will now run it automatically on schedule.

Sample Scenario: Daily Operations Report

Scenario

Your operations team needs a daily performance summary sent to Slack every weekday at 9:00 AM without relying on contact activity.

How the Scheduler Helps:

• Trigger: Scheduler → Daily at 9:00 AM

• Advanced Settings: Skip Weekends enabled

• Actions:

  • Pull metrics via Webhook

  • Update a Google Sheet

  • Send summary to a Slack channel

Result

Every weekday morning, your team receives an automated report no contacts enrolled, no missed runs, no manual work.

Additional Common Use Cases

• Spreadsheet Syncs: Refresh Airtable or Google Sheets every 4 hours

• Routine Reporting: Daily summaries or weekly performance updates

• Operational Jobs: Nightly data cleanup or webhook pings

• Internal Reminders: Morning reminders sent to your team
  
  

Frequently Asked Questions

Is the Scheduler contactless?
Yes. Contacts are not enrolled, and contact-dependent steps are skipped.

Does it run missed schedules retroactively?
No. Scheduler only runs future executions after the workflow is published.

Can I schedule multiple runs per day?
Yes. Daily and Custom schedules support multiple times.

How does Skip Weekends work?
Saturday and Sunday runs are automatically removed from the schedule.

What happens when Stop On is reached?
The workflow stops running after the specified date and time.