Periodically Send Custom Email Workflow

This workflow recipe sends a custom email to selected users at specified intervals.

In the example, an email is sent to users in the Employees group every 30 days from January to June to remind them to submit their receipts to a Reimbursements folder.

To create a workflow that sends a custom email periodically:

1. In the admin portal's navigation panel, click Workflows.
2. In the Manage Workflows screen, click Add Workflow.
3. In IF Condition, choose Perform an action periodically at specified time and interval.
   
4. Click Next.
5. Set the parameters according to your requirements for the interval. 
   In the image below, the message is scheduled to be sent approximately monthly for the first half of 2024 (every 30 days from January 1, 2024 to June 30, 2024).
   
6. Click Next.
7. In THEN Action, choose Send an email.
   
8. Click Next.
9. Use the parameters to enter the details of the custom email.
   In the image below, an email with the subject Reimbursements reminds users in the group Employees to copy their receipts into the Reimbursements folder.
   Since is_html is set to 1, tags in the body are recognized as HTML tags and formatted.
   
10. Click Next.
11. Give the workflow a name, and click Finish.
    
    The workflow is listed in the Manage Workflows page. It will run automatically in 30 days.
    
12. In 30 days, the workflow automatically runs, and sends the following email to users of the group Employees.