Can I create an automation schedule to run twice, skip a month, and then run again?

When creating a Custom Process, users will be able to configure how often the Automation Process will be run.

An Automation can be scheduled to run at the start of a month for two consecutive months, skip a month, and then repeat the cycle. This can be achieved using a combination of a Schedule Trigger and a Delay step within the automation process.

For detailed instructions on creating a Custom Automation, refer to Setting up Automation Processes.

To implement this type of schedule for an automation:

1. Set a Schedule Trigger to start on day 1 of the month, set to run every 3 months 
   
2. Add an Email step and update the fields as required, including the Template and Filing Details
    
3. Add a Delay step of 30 days
    
4. Add another Email Step and update the fields as required, including the Template and Filing Details
   
5. Continue to configure the rest of the process as needed.
    
6. When ready, click the Draft toggle to activate the automation.

As an example, using the setup with the automation starting in May, the following would happen:

1. The first email is sent in May.
2. The automation delay kicks in until the process resumes the next month.
3. The next email is then sent in June.
4. The automation steps are completed for the first run.
5. The automation then pauses until the next scheduled run date (as per the trigger, 3 months after the start date of May, so the next date it will run again is in August).