Recipe: Create a recurring workflow using Zapier
Use this guide to create a recurring, scheduled workflow using Wrangle and Zapier.
- A use case for a recurring, scheduled workflow. For example:
- Daily opening and closing tasks for office managers or retail workers
- Weekly timesheet approvals
- Monthly KPI/OKR updates
- Edit access for your Wrangle workflow
Let’s start with your Wrangle intake form. We recommend having only one question in the form called “Date” and setting it as a short answer question, not a “Select a date” question. Your form should look something like this:
The reason for only having a short-answer “Date” question is that unlike having a requester manually fill out an intake form for context, Zapier will fill out your intake form programmatically.
The rest of your workflow can be customized to fit your needs with whatever approval and/or task list steps you’d like. Once you’ve saved your workflow in Wrangle, it’s time to finish building out your automation in Zapier.
In Zapier, create a new Zap, and in the "Select a Trigger" modal, choose the “Schedule” option.
Choose your frequency under “Trigger Event” to set up either an hourly, daily, weekly, or monthly recurrence, then finish customizing your trigger based on what frequency you select.
Choose your trigger's recurrence schedule.
Customize your trigger.
Test your trigger (Zapier will return a number of different date formats), then continue on to set up your Zap’s action.
Use the search bar under “App Event” to find and select Wrangle.
You’ll be prompted to select an Action Event; choose “Start a Workflow” then “Continue.” Then, choose your Wrangle account to continue setting up your action.
Select "Start a Workflow."
Choose your Wrangle account.
From the "Set up action" step, select your workflow, enter your Slack User ID, and choose the date format you’d like entered into your “Date” intake form question. We recommend Slack’s “Pretty Date” option.
Enter your Slack User ID and select a date format.
Not sure where to find your Slack User ID? You can find it under “Step 2: Zapier Login Details” here on our integrations page.
Finally, you’ll be prompted to test your Zap. After you’ve tested it, you should see something like this in your Slack workspace:
Notice the instance name includes the date format (May 5, 2022) that we chose in the previous step.
Once you’ve successfully tested your workflow, you’re ready to turn on your Zap!
Click "Turn on Zap" to start automating your workflow!