Batch Triggers

Batch triggers are a special type of trigger that lets you run a workflow for a whole batch of items. For example, if you want to email every contact in a spreadsheet or send a slack reminder for every open task, batch triggers are the best way to do it.

To create a batch trigger, select "Start runs in batches" in the trigger menu.

Trigger menu to create a batch trigger

Types of Batch Triggers

  • Manual - There are for one-time workflows, like a single mail merge that emails every contact in a spreadsheet.

  • Recurring schedule - These are for regular processes that you want to run on a set cadence, like a daily summary of important tasks.

Setting up your Batch Trigger

Here are the steps to setting it put.

  1. Select an App

Example of a batch trigger in Gmail

  1. Set up your filters to specify which items should run a workflow

Example trigger for all emails with the "Support" label

  1. [Optional] If it's a recurring schedule batch trigger, set up the schedule

Batch trigger that runs daily at 8am

  1. Add steps to your workflow

Example automation to reply to each email

  1. Create a test run with a single item

  1. Turn it on!

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