LaneyGuide
Automations

Automation trigger reference

Review schedule, data-change, and heartbeat trigger settings and use cases.

ReferenceVerified Aug 4, 2026Owner Laney Product

A trigger controls when a workflow starts. A list step controls which rows it processes.

Trigger selection examples

Operating situationRecommended triggerReasonMeasure
Create a report at a fixed daily timecronThe operating rule depends on a time.On-time runs, delay, and failures
Start work after a new reservationdbOne data change needs an immediate response.Runs per change and duplicates
Find reservations 30 minutes after startheartbeatEach signal checks current time and status again.Selection delay, missed rows, and repeats

Do not review run count alone. Compare it with the number of work targets. A poor query can miss required records or process the same record repeatedly.

cron

Starts on a configured cron schedule.

  • schedule contains the cron expression.
  • Use it for daily cleanup, reports, and work at a fixed time.
  • 0 3 * * * starts every day at 03:00.
  • Saving an active workflow synchronizes its schedule.

db

Starts when a row is inserted, updated, or deleted in allowed data.

  • source_table selects the watched data.
  • source_event uses insert, update, or delete.
  • Steps reference the changed row through ${trigger}.
  • Use it for one immediate reaction to a new reservation or customer.

heartbeat

Starts on the shared platform heartbeat.

  • It does not need a separate schedule for each workflow.
  • The first step finds current rows with time and status conditions.
  • Use it for no-shows, old pending reservations, and stale conversations.
  • The next heartbeat repeats the query after a missed signal.

manual

A run record can show manual as its source. A workflow definition uses cron, db, or heartbeat as its operating trigger.

Read Runs and repeat safety for behavior after a trigger starts.

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