Scheduled Triggers: workflows that run at fixed times.
No one had to maintain a list by hand or set a calendar reminder. What makes this possible is a new feature in snapAddy DataAgents: Scheduled Triggers, workflows that follow a fixed schedule you define yourself.
The key points:
Workflows in snapAddy DataAgents can now start at fixed times, independently of any single event. You can choose hourly, daily, weekly and monthly intervals, plus cron expressions for special cases. Every scheduled workflow can also be started manually at any time.
The idea behind it.
Event-based triggers are fast and precise. A business card is scanned, a web form comes in, an email lands in the inbox: the workflow starts the moment the data is created. For anything involving new contacts, that is the right approach, and that isn't changing.
In day-to-day sales, though, there is a second category of tasks that carries just as much value. It doesn't hang on a single contact but usually on the calendar: reviewing the status of open leads once a week, checking the pipeline against reality once a month, keeping data quality up to date as you go. These are the tasks you push to Friday afternoon, when there's time left over. And often, they simply don't get done.
These tasks share one trait: there is no event you could attach them to. A lead who stops responding usually doesn't send a message. A deal that stalls at a 70 percent probability of closing just sits there and gets forgotten. And those are exactly the cases that could offer real opportunity in sales.
Scheduled Triggers in practice:
Four workflows that show what's possible.
A schedule is not a workflow in itself, it's a starting point. Everything that comes after is built from the blocks DataAgents already offers: CRM queries, enrichment, AI nodes, Slack messages, tasks.
The following four examples show what you can build with it. They are only a small selection, not a catalog.
Weekly:
The follow-up radar.
At the start of the week, the workflow takes on a clearly defined segment: the open leads from a specific campaign, for example every contact from the last trade show. For those it checks when the last contact took place. Anything that has been quiet for more than 21 days stays on the list. An AI node reviews the communication so far with these contacts, prioritizes them and suggests a way into the conversation. At the end, a Slack message goes to the salesperson in charge.
Daily:
The sales briefing.
Same mechanics, different purpose. The workflow pulls the assigned deals and the day's appointments, prioritizes the pipeline by urgency, researches current news on the companies you're about to speak with, and drops personalized email drafts into Outlook. If you like, you can also have a clear briefing sent to you on Slack or by email.
Monthly:
The forecast check.
Just before month end, under time pressure, and mostly by hand: that is how the forecast comes together in many companies. With a scheduled workflow, deals whose close date is in the past or that haven't been touched for two weeks end up on a list automatically. It's ready on the last Friday of the month, before anyone reports the numbers upwards.
Every two weeks:
Data maintenance in small batches.
Instead of touching the entire CRM, the workflow takes on a defined segment each week: the companies added in the last quarter, for example. It checks for empty data fields, duplicates and outdated company data, and fills in what it can.
The scope is what matters here. A base of 150,000 records can't be cleaned up in a single run, and that isn't the aim either. A narrow filter, applied regularly: that is what gets the task moving at all.
Daily, weekly, monthly or by cron.
As the examples suggest, the interval is yours to set. You pick hourly, daily, weekly or monthly directly, and for everything in between there are cron expressions. Anyone who works with cron already knows what it can do.
One less obvious feature matters more day to day: every scheduled workflow can also be started manually. So you don't have to wait until Monday if a recurring task has higher priority this week.
Two things to settle before the first run.
First: which records the workflow touches at all. "All leads" is rarely the right answer, "all open leads on my team with a deal value above X" usually is.
Second: what gets written automatically and what gets proposed for approval. A workflow that runs once a quarter forgives a sloppy rule. A workflow that runs daily repeats it daily.
Your tools, your processes, your rhythm.
The four examples are templates, not prescriptions. Every workflow can be adapted to your own processes: to the CRM you use, to the channels your team works in, to the deadlines that apply in your sales organization. Whether a follow-up window is seven days or thirty is your call.
"The real gain isn't just the time you save, it's that the task happens at all. Scheduled Triggers take the remembering off your hands. A narrow filter and a clearly defined workflow that runs reliably every week are worth far more than the big sweep you end up switching off again."
Bas Bergervoet, Senior Product Owner DataAgents
snapAddy
Want to see what a scheduled workflow looks like in your CRM? Arrange a call with our team, or visit our DataAgents product page to explore the full range of our workflow automation platform.