{"id":2663,"date":"2024-05-23T10:43:55","date_gmt":"2024-05-23T10:43:55","guid":{"rendered":"https:\/\/contentsnare.com\/help\/?post_type=ht_kb&#038;p=2663"},"modified":"2024-05-23T10:43:57","modified_gmt":"2024-05-23T10:43:57","slug":"scheduled-and-recurring-requests","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/scheduled-and-recurring-requests\/","title":{"rendered":"Scheduled and Recurring Requests"},"content":{"rendered":"\n<p>In this article, you\u2019ll learn how to create an advanced dashboard to schedule and recur requests in Content Snare.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Prerequisites<\/h3>\n\n\n\n<p>You\u2019ll need:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Content Snare account<\/li>\n\n\n\n<li>An Airtable account (free should be ok up to 100 scheduled requests per month)<\/li>\n\n\n\n<li>Zapier account (Starter plan or above)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Video Walkthrough<\/h3>\n\n\n\n<p>Below you\u2019ll 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\u2019ll be able to copy the table and workflow exactly as shown in the video.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Advanced scheduling and recurring workflows with Zapier and Airtable\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/MFi3_xqxVOY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Copy Airtable base to your own account<\/strong><\/h3>\n\n\n\n<p>Most of your work will be done through the Airtable Base. The first step in this process would be to <a href=\"https:\/\/airtable.com\/applMM8jCDTCUNKK1\/shrOKaJPmP2j3uJrD\/tblAoI9xEdSxrlcpI\/viwIlzYaKjduvvKwL?blocks=hide\" target=\"_blank\" rel=\"noopener\"><strong>duplicate this<\/strong><\/a> Airtable base. It should have the columns you need.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"189\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-1024x189.png\" alt=\"\" class=\"wp-image-2669\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-1024x189.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-300x55.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-768x142.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-50x9.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-1536x284.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-2048x378.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-60x11.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-02-07_at_2.28.10_PM-100x18.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Copy Zap into your own account<\/h3>\n\n\n\n<h6 class=\"wp-block-heading\">1. Copy this <a href=\"https:\/\/zapier.com\/shared\/send-scheduled-and-recurring-requests-in-content-snare\/0e90ba8593c31113ad60b359628d6b5456b60838\" target=\"_blank\" rel=\"noopener\">workflow<\/a> into your Zapier account by clicking the \u201cTry this Zap\u201d button. <\/h6>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"445\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-1024x445.png\" alt=\"\" class=\"wp-image-2670\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-1024x445.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-300x130.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-768x334.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-50x22.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-1536x668.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-60x26.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM-100x43.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.41.32_PM.png 1748w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">2. Grant access to your Airtable base, connect your Airtable account and grant access to your base by clicking \u201cSign in\u201d button <\/h6>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"926\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1024x926.png\" alt=\"\" class=\"wp-image-2671\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1024x926.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-300x271.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-768x695.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-50x45.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-60x54.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-100x90.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM.png 1340w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">3. Click \u201cAdd base\u201d and select \u201cScheduled &amp; Recurring Requests\u201d and click the \u201cGrant Access\u201d button.<\/h6>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1340\" height=\"1212\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1.png\" alt=\"\" class=\"wp-image-2683\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1.png 1340w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-300x271.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-1024x926.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-768x695.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-50x45.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-60x54.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_4.46.14_PM-1-100x90.png 100w\" sizes=\"auto, (max-width: 1340px) 100vw, 1340px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"412\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-1024x412.png\" alt=\"\" class=\"wp-image-2678\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-1024x412.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-300x121.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-768x309.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-50x20.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-60x24.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1-100x40.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Untitled-1.png 1148w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Map the information for your workflow<\/h3>\n\n\n\n<h6 class=\"wp-block-heading\">1. Setup app and event for your trigger as Airtable and \u201cNew Record\u201d (this is already setup in the template). <\/h6>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"450\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-1024x450.png\" alt=\"\" class=\"wp-image-2679\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-1024x450.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-300x132.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-768x338.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-50x22.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-1536x675.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-2048x900.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-60x26.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.35.03_PM-100x44.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">2. Click on \u201cContinue\u201d, add your Airtable account if you haven\u2019t already then click on \u201cContinue\u201d again to go to the trigger fields.<\/h6>\n\n\n\n<h6 class=\"wp-block-heading\">3. Set up the trigger fields as follows and test the trigger.<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Base &amp; Table: Choose the Base you copied, and select the <em>Scheduled &amp; Recurring Requests<\/em> table.<\/li>\n\n\n\n<li>Limit view: \u201cTrigger Send\u201d<\/li>\n\n\n\n<li>Include file contents: False <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"630\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM.png\" alt=\"\" class=\"wp-image-2680\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM.png 962w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM-300x196.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM-768x503.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM-50x33.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM-60x39.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.41.47_PM-100x65.png 100w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">4. Check the \u201capp &amp; event\u201d step for your first action as Content Snare and \u201cCreate a Request\u201d (this is already setup in the template). <\/h6>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"492\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-1024x492.png\" alt=\"\" class=\"wp-image-2681\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-1024x492.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-300x144.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-768x369.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-50x24.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-1536x737.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-2048x983.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-60x29.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_2.58.19_PM-100x48.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">5. Connect your Content Snare account.<\/h6>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"496\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2.png\" alt=\"\" class=\"wp-image-2682\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2.png 960w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2-300x155.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2-768x397.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2-50x26.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2-60x31.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_5.04.07_PM-2-100x52.png 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h6 class=\"wp-block-heading\">6. Map your field records<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name as \u201cRequest Name\u201d <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"192\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM.png\" alt=\"\" class=\"wp-image-2684\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM.png 960w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM-300x60.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM-768x154.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM-50x10.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM-60x12.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.01.34_PM-100x20.png 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For Request Template, switch the tab to \u201cCustom\u201d and select \u201cTemplate\u201d from Airtable. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"622\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM.png\" alt=\"\" class=\"wp-image-2685\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM.png 960w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-300x194.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-768x498.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-50x32.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-60x39.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-100x65.png 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Map your client\u2019s email address <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-03-12-at-3.06.47\u202fPM.png\" alt=\"\" class=\"wp-image-18669\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Full Name as Client\u2019s Name and Company Name if available. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"332\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM.png\" alt=\"\" class=\"wp-image-2686\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM.png 962w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM-300x104.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM-768x265.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM-50x17.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM-60x21.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.07.39_PM-100x35.png 100w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can keep the \u201cDue Date\u201d as blank, the Status as \u201cPublished\u201d (or Draft if you don\u2019t want to send the request immediately), choose Reminder Schedule and Request Owner for the request. Then click \u201cTest the step\u201d. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"708\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM.png\" alt=\"\" class=\"wp-image-2687\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM.png 960w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM-300x221.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM-768x566.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM-50x37.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM-60x44.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.28.45_PM-100x74.png 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check the event for your second action is \u201cUpdate record\u201d (this should be already setup in the template).<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Map the information below:\n<ul class=\"wp-block-list\">\n<li>Choose Base and Table as \u201cScheduled &amp; Recurring Requests\u201d <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Record: Select custom, then map the Airtable Record ID from step 1 <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"622\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2.png\" alt=\"\" class=\"wp-image-2689\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2.png 960w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2-300x194.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2-768x498.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2-50x32.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2-60x39.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.09.14_PM-2-100x65.png 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p>Sent: Add the number 1 in the box <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"160\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM.png\" alt=\"\" class=\"wp-image-2690\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM.png 962w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM-300x50.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM-768x128.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM-50x8.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM-60x10.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-12_at_3.36.07_PM-100x17.png 100w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/figure>\n\n\n\n<p>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. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"538\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM.png\" alt=\"\" class=\"wp-image-2691\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM.png 968w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM-300x167.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM-768x427.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM-50x28.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/05\/Screenshot_2024-03-11_at_9.45.59_PM-100x56.png 100w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/><\/figure>\n\n\n\n<p>Test the step and click Publish.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Setup your automation<\/h3>\n\n\n\n<p>You can add to the Airtable base at any point to create new scheduled and recurring requests.<\/p>\n\n\n\n<p>To schedule a request:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the request name, client name, email, template and reminder schedule. Company is optional<\/li>\n\n\n\n<li>Click the \u201cSend At\u201d column to specify when it should be sent<\/li>\n<\/ul>\n\n\n\n<p>To recur a request:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do the same as above<\/li>\n\n\n\n<li>Enter a number into the \u201crecur every\u201d column and choose a period &#8211; so it might read \u201c1 week\u201d to recur every week<\/li>\n<\/ul>\n\n\n\n<p>Tip: Double check the timezone matches your own in Zapier, and in Airtable. In Airtable, open the settings for the \u201cSend at\u201d and \u201cnext date\u201d columns and make sure your timezone is selected.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn how to create an advanced dashboard to schedule and recur requests in Content Snare. Prerequisites You\u2019ll need: Video Walkthrough Below you\u2019ll find a video that steps through how this works. It takes a generic angle and shows how you can set up recurring workflows for&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1050],"ht-kb-tag":[],"class_list":["post-2663","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zapier-examples"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2663"}],"version-history":[{"count":4,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2663\/revisions"}],"predecessor-version":[{"id":2692,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2663\/revisions\/2692"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2663"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2663"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}