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Schedule Recurring Events With Zapier
Apps aren't very well behaved. They ding at all hours of the night, pop up during presentations, and remind you of a forgotten task after the deadline has passed. We might call our devices smart, but the technology running them can still be pretty dumb.
Apps need to be tamed. You shouldn't have to babysit your smartphone, or remember to turn on Do Not Disturb.
Zapier already automates the movement of data between your apps, so you don't have to copy and paste from one tool to the next. Multi-Step Zaps can get as many things running at once as you want, and Code and Formatter Steps make it simpler to tweak text and crunch numbers as data passes through Zapier.
Zapier's Schedule tool does the rest. It tames your apps, limiting automation to a cadence controlled by you. Combine Schedule with favorite apps, such as Slack, Trello and Gmail, and you can begin to get daily reminders for recurring duties, spin up a weekly checklist of tasks, and build a monthly reporting routine in your inbox.
Apps When You Want Them
Zapier helps you automate workflows with the tools you use, from web and mobile apps to online software and services. Whenever something happens in one tool—say, for example, a visitor to your site submits a form entry—Zapier completes a set of actions in other tools—it adds the visitor to your CRM, sends them a welcome message, and reminds a sales team member to follow-up.
It's likely that many of your current projects, reports, emails, and notifications are bound to an event that occurs in another app. A new customer, client, bid, blueprint, or another item is often the trigger that sets off a task.
But not always. There's something else outside the control of an app that has far more influence on what we need done: time.
So we harnessed it. The Schedule tool in Zapier triggers every day, week, or month, at exactly the hour or day you pick. As time passes, it executes time-centric tasks for you automatically.
Say your team start work on a new project each week. You need time to prepare for the upcoming week, so each Thursday you open Trello and start a new board for your project. Then, you email the project link to your team, so they can prioritize tasks and start discussions. And, perhaps, you log the new project in a spreadsheet, start a new folder for that week's files, share the project in a team chat app, and more.
It's not that much work, but it adds up.
Those are the tasks Zapier's best at—the tasks that add up over time and keep you from being productive. So instead of repeating your Thursday routine this week, make a Zap with the Schedule trigger, choosing the day and time when you usually send an email about the new project to your team.
A few clicks later, and the new project will be made and shared via email. Next week—and every week after—the Zap runs automatically, greeting you with an email every Thursday morning at 8 o'clock.
You'll have more time to start on next week's work, with one fewer annoying task to take care of each week.