Cycles Management
Create recurring workflow cycles for regular business processes and operational schedules
info What Are Workflow Cycles?
Workflow Cycles automate the creation of recurring workflows based on predefined schedules and triggers. Instead of manually creating similar workflows repeatedly, cycles ensure consistent, timely execution of regular business processes.
Perfect For:
- check_circle Monthly financial close processes
- check_circle Quarterly performance reviews
- check_circle Weekly project status meetings
- check_circle Annual budget planning cycles
- check_circle Recurring compliance audits
Key Benefits:
- star Eliminates manual workflow creation
- star Ensures process consistency
- star Reduces administrative overhead
- star Prevents missed deadlines
- star Provides predictable resource planning
settings Cycle Configuration Features
Flexible Scheduling
Set cycles to run daily, weekly, monthly, quarterly, or on custom intervals with precise timing control.
Template Replication
Use existing workflows as templates that automatically replicate with updated data and assignments.
Conditional Logic
Set conditions for cycle activation based on data thresholds, dates, or external triggers.
Dynamic Assignment
Automatically assign team members based on availability, workload, or rotation schedules.
Smart Notifications
Automated reminders and alerts for upcoming cycles, overdue tasks, and milestone completion.
Performance Tracking
Monitor cycle completion rates, identify bottlenecks, and optimize recurring processes over time.
category Types of Workflow Cycles
event_repeatTime-Based Cycles
Workflows triggered by calendar schedules and time intervals.
Examples:
- Monthly financial reporting
- Weekly team status meetings
- Quarterly goal reviews
- Annual performance evaluations
trending_upEvent-Driven Cycles
Workflows activated by specific business events or data conditions.
Examples:
- New customer onboarding
- Product launch procedures
- Incident response protocols
- Contract renewal processes
build How to Set Up Workflow Cycles
Select Master Workflow Template
Choose an existing workflow to serve as the template for your cycle. This becomes the blueprint for all future instances.
Configure Cycle Schedule
Set frequency (daily, weekly, monthly), start date, duration, and any end conditions for the cycle.
Set Dynamic Variables
Define which fields should update automatically (dates, assignees, reference numbers) for each new cycle instance.
Configure Notifications
Set up alerts for cycle start, milestone deadlines, and completion notifications for relevant team members.
Activate & Monitor
Launch the cycle and track performance through the cycles dashboard, adjusting settings based on results.
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Cycle Configuration Interface
Size: 800x1000px
Shows cycle setup form with schedule options, dynamic variables, and notification settings
business Department-Specific Use Cases
Monthly Close Process
- Automated journal entry reviews
- Account reconciliation workflows
- Financial statement preparation
- Management reporting cycles
Quarterly Reviews
- Budget vs. actual analysis
- Variance investigation procedures
- Forecast updates and revisions
- Board reporting preparation
Performance Management
- Quarterly performance reviews
- Annual goal-setting cycles
- 360-degree feedback collection
- Development plan creation
Employee Lifecycle
- New hire onboarding workflows
- Probation period reviews
- Promotion evaluation cycles
- Exit interview processes
Sales Processes
- Monthly sales forecasting
- Quarterly territory planning
- Deal review cycles
- Commission calculation workflows
Marketing Campaigns
- Campaign planning and approval
- Content creation workflows
- Lead nurturing sequences
- ROI analysis and reporting
advanced Advanced Cycle Management
syncCycle Dependencies
Create relationships between cycles where completion of one triggers the start of another.
- Sequential cycle chains
- Parallel cycle coordination
- Conditional cycle activation
- Cross-department synchronization
backupCycle Templates Library
Save successful cycle configurations as templates for reuse across departments.
- Pre-built industry templates
- Custom template creation
- Template versioning and updates
- Template sharing permissions
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Cycles Dashboard Overview
Size: 1400x900px
Shows active cycles, upcoming schedules, completion rates, and performance metrics with visual timeline