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How to schedule a process to launch automatically on a recurring schedule

Here’s a simple guide to help you get started using Zapier as an example platform. The process is similar for Microsoft Power Automate and other middleware platforms, so feel free to adapt the steps accordingly.

  1. Select the “schedule” trigger in Zapier

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  1. Choose a day of the month and time of day

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  1. Select the Tallyfy “Launch Process” action

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  1. Select which blueprint you would like to use and what you would like to name it

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  1. Test that the Zap works, give it a name and turn it on!

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