Triggers
Recurring Schedule
When to use it: You want the workflow to fire on a schedule, regardless of what’s happening with individual records.
Set a cron schedule (e.g., every day at 9am, every Monday, the first of every month) using plain-language presets or a custom cron expression. The schedule fires in your school’s local timezone.
You can optionally add a filter to fan out the workflow to multiple records at once. With a filter, instead of one global run, Kanri starts one run per matching record.
No filter: Kanri creates one run with no bound record. Actions that need Workflow record,
record-field references, Branch, and Switch need a record and cannot use that empty target.
Use a For Each step to select records, or add a trigger filter.
Example uses (with filter — one run per matched record):
Every Sunday at 6pm, for all active members → send a “see you this week” message.
First of every month, for members with an expiring subscription → send a billing heads-up.
Presets available in the builder:
Every day (at a chosen time)
Every week (on chosen days, at a chosen time)
First of the month (at a chosen time)
Custom cron expression
Schedules are checked in the background, so a due run may start after the displayed time.
Test the selected record filter and message recipients; a recurring schedule does not itself
generate a report or choose a staff email address.

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