Overview
What are Scheduled Tasks?
Scheduled Tasks in Evergrowth let you automate the launch of workflows at set intervals (daily, weekly, monthly) for selected accounts or contacts.
This is especially useful for ongoing monitoring, such as tracking buying signals, job postings, or other time-sensitive events, so you do not have to manually re-run workflows.
When should I use it?
When you want to monitor key accounts for new signals or changes on a regular basis.
If you need to automate repetitive research or enrichment tasks for a specific list of accounts/contacts.
Before You Start
Make sure you know what workflow you want to schedule.
Filter the list of accounts or contacts to apply the scheduled workflow.
Anyone can schedule/launch workflows. Only Admins can create workflows. More on that: [TBC - link to workflows for admins]
For Salespeople
Step-by-Step Guides
Scheduling a Workflow for Accounts or Contacts
Automate research for a list of accounts or contacts at regular intervals.
Go to the "Accounts" or "Contacts" page in Evergrowth.
Select the specific list of accounts or contacts you want to monitor or update.
Click "Launch Workflow”.
Next to the workflow name, click the blue "Schedule" button.
Choose the frequency (daily, weekly, or monthly) & the specific time for the workflow to run.
Note: Decide if you want the schedule to end on a specific date or continue indefinitely.
Click "Create".
Viewing and Managing Your Scheduled Tasks
Check the status or make changes to your scheduled workflows.
Go to "Automations" in the main menu.
Click on "Scheduled Tasks."
Here, you will see all scheduled workflows.
You can delete a scheduled workflow or adjust its frequency and end date.
If needed, you can also change the workflow assigned to a scheduled task.
FAQ
What are scheduled tasks in Evergrowth?
Scheduled tasks are automated, recurring launches of workflows for selected accounts or contacts, set to run at specific intervals.
How do I schedule a workflow for my accounts?
Select relevant accounts/contacts in the Accounts/Contacts list, click "Launch Workflow," then use the "Schedule" button to set frequency and timing.
Can I edit or delete a scheduled task?
Yes, go to "Automations" > "Scheduled Tasks" to edit frequency, end date, or delete the scheduled workflow.
What is a common use case for scheduled tasks?
A common use case is monitoring key accounts for new signals, such as job postings or PR events, on a weekly basis.
Additional Notes & Tips
Scheduling new tasks is done from the Accounts or Contacts page, not directly from the Scheduled Tasks page.
You can always adjust or correct a scheduled task if you made a mistake under Automations >> Scheduled Tasks.
Scheduled tasks are especially helpful for signal monitoring and keeping your CRM data fresh.
Salespeople can use scheduled tasks to automate repetitive research and focus on selling.
If you need to automate other types of recurring actions, consider creating specialized workflows and scheduling them as needed.