Lesson 1 of 5

Lesson 3.1.1

Schedule a column, schedule a builder, and get notified

6 min read6 min videoAdvanced

What this costs

Free to configure. The runs cost what the runs cost.

Before you start

A workflow you have already run manually at least twice.

There are two different things you can put on a schedule and people confuse them. A builder on a schedule brings in new companies. A column on a schedule refreshes data on companies you already have. They have different costs and different failure modes.

Scheduled builderScheduled column
Brings youNew rowsFresh values on existing rows
Cost grows withHow much the source changesHow many rows you already have
Main riskDuplicates and re enriching known companiesPaying repeatedly to confirm nothing changed
Control it withSuppression and existing company checksConditions, and a slower cadence
  1. 1

    Automate a workflow you have run manually twice

    Never schedule something you have not watched work. An automation multiplies whatever it was already doing, including the mistakes.

  2. 2

    Match the cadence to how fast the source actually changes

    Job postings weekly. A trade association member list quarterly. A permit portal weekly. Refreshing faster than the source changes is pure cost.

  3. 3

    Put conditions on every paid column before scheduling

    A condition is enforced on every future run. A filter is not. This is the difference between an automation and a runaway bill.

  4. 4

    Send a notification when the run finishes

    A webhook into Slack telling you how many new rows arrived. Without it, an automation that silently stopped looks identical to a market that went quiet.

The Kuration column menu with Schedule marked beta
1
  1. 1Schedule, on the column you want to keep current.
Scheduling lives on the column menu, alongside transpose and transforms.
The schedule configuration dialog showing run frequency, the next scheduled run, and notification settings
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2
3
  1. 1Run frequency. Daily on a job board, quarterly on a member directory.
  2. 2The next run, stated plainly, so an automation is never a black box.
  3. 3Notifications when the cadence runs and finds changes. Without this, a stopped automation looks identical to a quiet market.
Cadence is the frequency at which the column runs automatically. Match it to how fast the source actually changes rather than to how often you would like fresh data.

Check yourself

0 of 3 answered

1.What is the difference between scheduling a builder and scheduling a column?

2.How should you pick the cadence?

3.What should you never schedule?

Answer all 3, then open AlexAI: chats, automations and memories to tick this lesson off.

This lesson is written and complete. Its screen recording is still to come, and the written walkthrough is designed to stand on its own without one.