Schedule an Attio workflow for a Deal or Person
Schedule selected Attio records to run a workflow at a future date. Follow the setup, review upcoming runs, and cancel a follow-up when plans change.
What you'll learn
- Add a scheduled-run trigger to an Attio workflow.
- Select records and choose when each should enter the workflow.
- Review upcoming runs and cancel a follow-up when plans change.
- Understand how a one-time record follow-up differs from a recurring workflow.