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  1. Triggers

Batch Triggers

Last updated 1 month ago

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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.

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

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

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

  1. Add steps to your workflow

  1. Create a test run with a single item

  1. Turn it on!

Trigger menu to create a batch trigger
Example of a batch trigger in Gmail
Example trigger for all emails with the "Support" label
Batch trigger that runs daily at 8am
Example automation to reply to each email