How to Create a Scheduled Workflow Inside Pabbly Connect

Learn to create a scheduled workflow inside Pabbly Connect to automate tasks on specific days every month. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Scheduled Workflows

To create a scheduled workflow inside Pabbly Connect, start by logging into your Pabbly account at Pabbly.com. From the dashboard, select Pabbly Connect from the ‘All Apps’ section. If you’re a new user, you can sign up for a free account to get started.

Once you are on the dashboard, you will see a plus sign to create a new workflow. Click on it to begin the setup process. Here, you can name your workflow according to your requirements, such as ‘Scheduled Workflow for Salary Slips.’ This naming convention helps to easily identify the automation later.

2. Creating the Trigger for Your Scheduled Workflow

In Pabbly Connect, the workflow consists of a trigger and an action. For this scheduled workflow, you need to set a trigger that runs on a specific day each month. Click on the trigger window and select the application named ‘Schedule.’ This will allow you to specify how often you want the workflow to run.

• Select the frequency as ‘Every Day’.
• Set the time for the workflow to run, for example, 4:30 AM UTC.

After setting the frequency and time, save the trigger configuration. This sets the foundation for your scheduled workflow, ensuring that it checks for the specified day each month to execute the actions that follow.

3. Capturing the Current Date in Pabbly Connect

The next step in your scheduled workflow is to capture the current date. This is crucial for determining when to execute the workflow. In Pabbly Connect, add an action step and select the application ‘Date and Time Formatter.’ Choose the action event as ‘Current Date’ and connect it.

Specify the date format you want the output in. For instance, you can choose the format as MM/DD/YYYY. After saving this configuration, the current date will be captured and formatted according to your specifications, ready for the next steps in the workflow.

4. Defining the Specific Day for the Workflow

To run your workflow on a specific day, you will need to define which day that is. In Pabbly Connect, add another action step and select the ‘Number Formatter’ application. Choose the action event as ‘Spreadsheet Formulas’ and connect it.

• Input the formula to calculate the specific day, such as using the date captured earlier.
• Use the formula to determine the second Tuesday of the month.

This allows Pabbly Connect to calculate the exact date when actions should occur, such as sending salary slips. Save this configuration to finalize the specific day definition.

5. Sending Email Notifications on Scheduled Days

Finally, to complete your scheduled workflow, you need to send notifications via email. In Pabbly Connect, add an action step and select ‘Gmail’ as the application. Choose the action event as ‘Send Email’ and connect your Gmail account.

Fill in the required fields such as recipient email address, subject line, and email content. For example, you can write, ‘Your salary slip for the month is attached.’ Once all details are filled, save and test the email action to ensure it works correctly.

With this setup, your scheduled workflow will automatically send out emails on the specified day every month, ensuring timely communication with your employees.

Conclusion

In summary, creating a scheduled workflow inside Pabbly Connect allows you to automate tasks effectively on specific days each month. By following the steps outlined, you can ensure that important notifications, like salary slips, are sent out automatically, streamlining your processes significantly.