Click the Day of week dropdown menu and select the checkboxes next to the days you want the workflow to execute.Click the Schedule trigger dropdown menu and select Weekly.If you want a workflow to recur weekly, such as every Friday at 8 AM:.Click the Time of day dropdown menu and select the time that the workflow will execute every day.Click the Schedule trigger dropdown menu and select Daily.If you want a workflow to recur daily, such as every day at 8 AM:.Set up the schedule for your workflow to recur:.In the right panel, under Choose type, select Schedule.S chedule workflows can be used with all workflow object types. This determines what type of records can be enrolled in the workflow. In the left panel, select -based to select your workflow object type.In the left panel, click the Start from scratch tab.In the upper right, click Create workflow.In your HubSpot account, navigate to Automation > Workflows.If you want to center your workflow actions on a specific calendar date or contact date property instead, learn more about creating Specific date or Contact date property workflows.
For example, you can set up a workflow to send out internal reminders at 7 AM every Thursday, or the 28th of every month. Workflows can be scheduled to execute on a specific day of the week or month.
Records will only enroll in the workflow once the scheduled date is reached. Schedule a workflow to recur at regular, pre-determined intervals.
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