Scheduling

A workflow you have to remember to run is a workflow you’ll forget. Scheduling makes it run itself — every morning, every Monday, the first of the month — and, paired with email delivery, turns a workflow into a report that just arrives.

Setting a schedule

1. Open the workflow and click Schedule in the toolbar.

2. Choose when it should run. You can describe a cadence — daily at a time, weekly on a day, monthly — and Catalyst shows you a plain-English summary (“Every weekday at 8:00 AM”) and the next run time so there’s no guessing.

3. Pick your time zone so “8 AM” means your 8 AM, wherever the workflow runs.

4. Fill in any parameters the workflow needs — the schedule supplies the same inputs on every run.

5. Enable it. The workflow now runs on its own; disable the schedule any time to pause it.

What happens on a scheduled run

At each scheduled time, Catalyst runs the workflow as you, with the parameters you set. A few things worth knowing:

• Edits take effect immediately. Each run uses the current version of the workflow, so improving it doesn’t mean recreating the schedule.
• Runs are recorded. Scheduled runs appear in the workflow’s history, marked as scheduled, with their per-node outputs — so you can check what last night’s run actually did.
• Status is tracked. The schedule remembers whether the last run succeeded or failed, so a quiet failure doesn’t go unnoticed.

Tip

The natural pattern: a workflow that gathers something (a search, a query, a summary), then an Email node that sends you the result. Schedule it for 7 AM and it’s a personal briefing in your inbox before you start the day.

Pausing and changing

Open the Schedule panel again to change the cadence, update parameters, pause, or delete the schedule. Pausing leaves everything in place — re-enable it whenever you want the workflow running again.