Scheduled and Recurring Requests

In this article, you’ll learn how to create an advanced dashboard to schedule and recur requests in Content Snare.

Prerequisites

You’ll need:

  • A Content Snare account
  • An Airtable account (free should be ok up to 100 scheduled requests per month)
  • Zapier account (Starter plan or above)

Video Walkthrough

Below you’ll find a video that steps through how this works. It takes a generic angle and shows how you can set up recurring workflows for things outside Content Snare, but you can ignore those parts. You’ll be able to copy the table and workflow exactly as shown in the video.

Copy Airtable base to your own account

Most of your work will be done through the Airtable Base. The first step in this process would be to duplicate this Airtable base. It should have the columns you need.

Copy Zap into your own account

1. Copy this workflow into your Zapier account by clicking the “Try this Zap” button.
2. Grant access to your Airtable base, connect your Airtable account and grant access to your base by clicking “Sign in” button
3. Click “Add base” and select “Scheduled & Recurring Requests” and click the “Grant Access” button.

Map the information for your workflow

1. Setup app and event for your trigger as Airtable and “New Record” (this is already setup in the template).
2. Click on “Continue”, add your Airtable account if you haven’t already then click on “Continue” again to go to the trigger fields.
3. Set up the trigger fields as follows and test the trigger.
  • Base & Table: Choose the Base you copied, and select the Scheduled & Recurring Requests table.
  • Limit view: “Trigger Send”
  • Include file contents: False
4. Check the “app & event” step for your first action as Content Snare and “Create a Request” (this is already setup in the template).
5. Connect your Content Snare account.
6. Map your field records
  • Name as “Request Name”
  • For Request Template, switch the tab to “Custom” and select “Template” from Airtable.
  • Map your client’s email address
  • Full Name as Client’s Name and Company Name if available.
  • You can keep the “Due Date” as blank, the Status as “Published” (or Draft if you don’t want to send the request immediately), choose Reminder Schedule and Request Owner for the request. Then click “Test the step”.
  • Check the event for your second action is “Update record” (this should be already setup in the template).
  • Map the information below:
    • Choose Base and Table as “Scheduled & Recurring Requests”

Record: Select custom, then map the Airtable Record ID from step 1

Sent: Add the number 1 in the box

Sent Date: Copy and paste this to the field to identify the time and date zap triggered {{zap_meta_human_now}}. This is helpful to keep track of when the automation ran.

Test the step and click Publish.

Setup your automation

You can add to the Airtable base at any point to create new scheduled and recurring requests.

To schedule a request:

  • Enter the request name, client name, email, template and reminder schedule. Company is optional
  • Click the “Send At” column to specify when it should be sent

To recur a request:

  • Do the same as above
  • Enter a number into the “recur every” column and choose a period – so it might read “1 week” to recur every week

Tip: Double check the timezone matches your own in Zapier, and in Airtable. In Airtable, open the settings for the “Send at” and “next date” columns and make sure your timezone is selected.

Updated on May 23, 2024

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