For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manually trigger or delay an asset group's automation

You can override when an asset group's automation runs from the Next Automation card's menu. Choose Set Manual Trigger, pick a Future Date, and the automation begins on that date instead of its calculated next date (handy to delay or push out an upcoming outreach).

If the automation covers more than one asset group, you pick the scope: Just this Asset Group for this asset group, or All N Asset Groups in this Automation for every covered asset group. To go back to the normal schedule, open the menu and choose Remove Manual Trigger, which shows the date the automation is currently set to begin.

A manually triggered automation is labeled "(Manual Trigger)" on the card.

Send or create immediately

To run the automation right away instead of on its scheduled date — for example when your outreach is snapped to a fixed day of the month but a customer needs it now — open the same menu and choose Send Immediately (for an outreach that hasn't started sending yet) or Create Task Immediately (for a Custom Task automation), then confirm. The outreach is sent, or the Custom Task created, within a few minutes.

Send Immediately sends the whole outreach at once — if it covers several asset groups, all of them go out together, so there's no per-group choice. Its later steps then keep their normal spacing from this immediate send. Send Immediately isn't offered once an outreach is In Progress (a step has already gone out), and neither action appears while that automation is paused.

Where to find it: On the asset group page, the Next Automation card menu — Set Manual Trigger, Remove Manual Trigger, Send Immediately, or Create Task Immediately

Last updated

Was this helpful?