đ This article is for users of elvex Classic. Find out which version you're using.
Note: Flow scheduling is currently in beta. Features and functionality may change as we continue to improve this capability.
What you'll learn
In this guide, you'll learn how to:
Understand what flow scheduling is and when to use it
Create a scheduled trigger for your flow
Configure scheduling options (hourly, daily, weekly, monthly, or custom)
Manage and edit scheduled flows
Use optional prompts with scheduled runs
What is flow scheduling?
Flow scheduling allows you to automate your flows by running them at specific times without manual intervention. Instead of manually triggering a flow each time you need it, you can set up a schedule that automatically runs the flow at your chosen frequency.
This is particularly useful for:
Regular reporting: Generate weekly reports on company metrics or performance data
Recurring analysis: Analyze usage patterns or trends on a daily or monthly basis
Automated data processing: Process incoming data at regular intervals
Periodic updates: Keep information current by running research or data collection flows regularly
Before you start
You should have:
An elvex account with Creator permissions
An existing flow that you want to schedule
How to create a scheduled trigger
Step 1: Open your flow
Navigate to the flow you want to schedule and open it in the flow builder.
Step 2: Access the schedule settings
At the bottom of the flow builder, click the Schedule button.
Step 3: Create a new schedule
Click the New schedule button to open the schedule configuration modal.
Step 4: Configure your schedule
Fill in the following fields:
Name (required): Give your schedule a descriptive name.
Description (optional): Add additional context about what this schedule does.
Submitted prompt (optional): Enter a prompt that will be passed to your flow when it runs.
Frequency (required): Hourly, Daily, Weekly, Monthly, or Custom (cron syntax).
Time of day (required for Daily, Weekly, and Monthly): Times are displayed in your local timezone.
Step 5: Review next occurrences
The Next occurrences (local timezone) section shows you when your flow will run. Review these to ensure they match your expectations.
Step 6: Create the schedule
Click the Create button to activate your schedule.
Scheduling frequency options
Hourly
Best for: Frequent data updates, real-time monitoring, or high-frequency processing tasks.
Daily
Best for: Daily reports, overnight data processing, or end-of-day summaries.
Weekly
Best for: Weekly performance reports, recurring team updates, or periodic analysis.
Monthly
Best for: Monthly reports, billing cycles, or long-term trend analysis.
Custom (advanced)
Use cron syntax for complex scheduling patterns. Examples:
0 9 * * 1-5- Every weekday at 9:00 AM0 */6 * * *- Every 6 hours0 0 1 * *- First day of every month at midnight
Managing scheduled flows
Viewing active schedules
Open the flow and click the Schedule button to see all active schedules.
Editing a schedule
Click on an existing schedule to modify its settings.
Deactivating a schedule
Click on the schedule and click the Deactivate button. The schedule will be paused but not deleted.
Deleting a schedule
Deactivate it first, then delete it from your schedule list.
Tips for successful scheduling
Test your flow first: Always run your flow manually before scheduling it
Consider timezone: Scheduled times are based on your local timezone
Start with longer intervals: Start with daily or weekly schedules and adjust as needed
Monitor initial runs: Check the results of your first few scheduled runs
