You can now automate workflow actions based on dates, helping you send reminders, trigger integrations, and manage time-sensitive processes without manual effort.

Scheduled Secondary Workflows let you create workflows that run on a specific date, on a recurring schedule, or relative to a date stored in a form. This makes it easier to stay ahead of upcoming deadlines, renewals, expirations, and other important milestones.

What You Can Do

With Scheduled Secondary Workflows, you can:

• Trigger workflows before or after a date in a form
• Schedule workflows to run on a specific date
• Create recurring schedules that run daily, weekly, or monthly
• Set workflows to stop after a specific date or number of occurrences
• Configure multiple schedules for the same document, such as reminders 90, 60, and 30 days before an expiration date
• Use different workflows for the same date field when different actions or notifications are needed

How It Works

When creating a workflow, select A specific date or interval as the workflow trigger.

Add Trigger Criteria

When you select A specific date or interval, the workflow begins with a Trigger step. Use this step to define which documents the workflow should run against and when it should execute.

Choose a Schedule

Scheduled workflows can be configured to run based on a date stored in the form or on a fixed date.

Based on a Date from the Form

Select Based on a date from the form, then choose the date field you want to use. Configure the workflow to run before or after the selected date and specify how many days, weeks, or months should be used as the offset.

Common examples include:

• 30 days before an expiration date
• 7 days after a submission date
• Multiple reminder schedules, such as 90, 60, and 30 days before an expiration date

You can click + Add Configuration to create additional schedules for the same workflow.

On a Specific Date

Select On a specific date to schedule the workflow based on a fixed date rather than a form field.

Set the Execution Frequency

Choose whether the workflow should run:

• One-time – Runs only on the selected date.
• Every – Runs on a recurring schedule.

Recurring schedules can be configured to run every:

• X days
• X weeks
• X months

The system automatically handles common scheduling scenarios. For example, a workflow scheduled for the first day of a month will continue running on the first day of future months. Likewise, a workflow scheduled for March 31 will run on the last day of months that have fewer than 31 days.

You can also configure when a recurring schedule should stop:

• Never
• On a specific date
• After a set number of occurrences

Timing of Scheduled Workflows

Scheduled workflow processing runs daily at 5:00 AM Mountain Time.

This timing ensures date-based calculations work correctly across all supported time zones, including Hawaii. For customers in Eastern Time, scheduled workflows will process at 7:00 AM ET.