# Schedule a bulk action workflow

> For the complete documentation index, see [llms.txt](/llms.txt).


https://help.circle.so/p/workflows/workflow-setup/schedule-a-bulk-action-workflow

Category: [Workflows](https://help.circle.so/p/workflows) › [Workflow setup](https://help.circle.so/p/workflows/workflow-setup)

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_Last updated: September, 2026_

Scheduled workflows let you plan and execute your bulk actions in advance, eliminating the need to run them manually at specific times. In this article, we’ll walk you through how to create and schedule these workflows.

Scheduled workflows combine the power of bulk action workflows with the convenience of scheduling. With two powerful scheduling options, one-time and recurring, you can streamline your community management tasks with ease. This frees you to focus on fostering meaningful interactions and driving community growth.

One-time scheduling enables you to plan a workflow to run once at a specific future date and time. For example, you can create a workflow to send a personalized email to your members teasing an upcoming summit or event in your community, generating interest and engagement.

Recurring scheduling, on the other hand, allows you to set up workflows that run repeatedly at specified intervals. This option is particularly helpful for tasks you need to perform regularly, such as sending weekly updates to your members every Monday, keeping them informed and connected to your community.

## **Create a scheduled workflow**

Setting up a scheduled workflow is similar to creating a regular [bulk action workflow](/p/workflows/workflow-setup/set-up-a-custom-bulk-action-workflow), with a few additional steps to schedule it.

1. Click **Workflows** in the left sidebar, then select **Workflows**.

2. Click  **New workflow** in the top-right corner.

3. On the workflow creation page, click  **Start from scratch.**

4. Select  **Scheduled** and click  **Create workflow**.

5. Define your audience by setting up one or multiple audience rules in the entry rule step.

6. Add actions to define tasks that the workflow will perform for the audience. For detailed information on setting up the entry rule and actions, see our guide [here](https://help.circle.so/p/workflows/workflow-setup/use-the-editor-to-build-circle-workflows).

7. Once you are ready, you can choose to schedule this workflow on a one-time or recurring basis. Let’s take a look at both options below.

 ![](https://assets-v2.circle.so/3i0dm6fkuu55714llo8rt768mmf1)

> ℹ️ Note: It's important to note that once you schedule the workflow, you won't be able to delete it. However, you can archive the workflow anytime if needed.

### **Schedule one-time**

Schedule your workflow to run at a specific date and time in just a few steps:

1. Click  **Schedule**  at the top-right of the editor and select  **Schedule one-time**.

2. Set your preferred date and time and click  **Schedule**.

3. Verify the details and click  **Schedule** in the top-right corner.

### **Schedule recurring**

To schedule recurring workflow:

1. Click  **Schedule**  at the top-right of the editor and select  **Schedule recurring**.

2. In the  **Schedule recurring**  dialog, set these parameters:

3. Click  **Continue**.

4. In the next dialog, choose the configuration for re-runs based on your preference:

5. Click  **Continue**.

6. Verify the details and click  **Schedule** in the top-right corner.

You're now all set! The workflow will automatically run the tests for you.

Once scheduled, the workflow overview page displays the entry rule and action configuration. To view and modify the schedule, click  **Schedule details**  at the top of the editor.

 ![](https://assets-v2.circle.so/v5lu6f3458phpytwt0v6zpt12kfx)

> 💡  **Tip** : If you've selected the workflow to run monthly on the 31st, please note that for months with only 30 days or during February, the workflow will execute a run on the last day of the month.

> 💡  **Tip** : After scheduling the workflow, you can still make changes to the setup as needed. If you edit the bulk action workflow that is currently running, your changes will immediately apply to members who haven’t yet gone through the workflow. For more information on how to edit workflows, check out our guide [here](https://help.circle.so/p/workflows/workflow-management/edit-workflows).

## **Modify workflow schedule**

You can update both one-time and recurring workflow schedules with a few simple steps.

- **One-time** : For one-time workflows, you can modify the schedule any time before the original run time.

- **Recurring** : For recurring workflows, you can adjust both the recurring schedule and end date as long as the end date hasn't passed. If the start date hasn’t passed, you can change the first run date as well.

To modify the workflow schedule:

1. Click **Workflows** in the left sidebar, then select **Workflows**.

2. Locate the workflow using filters.

3. Click **More actions (three icons)** next to the workflow title and select **Edit.**

4. Click  **Schedule details**  at the top of the page and select  **Modify**.

5. Update the configuration and reschedule it.

## **Cancel workflow schedule**

You have full control over your workflow schedule, even after setting it. You can cancel a schedule at any time before the runtime for one-time workflows, or before the recurring schedule ends.

To cancel the workflow schedule:

1. Click **Workflows** in the left sidebar, then select **Workflows**.

2. Locate the workflow using filters.

3. Click **More actions (three icons)** next to the workflow title and select **Edit.**

4. Click  **Schedule details**  at the top of the page and select  **Cancel**.

After canceling, you have the flexibility to re-run the workflow instantly or set a new one-time or recurring schedule.

## **Re-run workflow**

You can re-run the scheduled workflows if the schedule is already canceled or all scheduled runs are complete.

To re-run the workflow:

1. Click **Workflows** in the left sidebar, then select **Workflows**.

2. Locate the workflow using filters.

3. Click **More actions (three icons)** next to the workflow title and select **Edit.**

4. Click  **Re-run**  at the top of the page and select one of the following: