Step 1: Log in to your Xano account and head over to your project dashboard.

Step 2: On the left-hand menu, find and click on the “Automate” tab to dive into the automation features.

Step 3: Hit the “Add Automation” button.

Step 4: A modal will pop up. Select “Task” as the type of automation you’re setting up. Click “Create” to move forward.

Step 5: Give your task a name and a brief description. Click “Next” to set up the schedule.

Step 6: Under the “Schedule” tab, pick how often you want the task to run (daily, weekly, monthly, you name it).

Step 7: Set the exact time and date range for when this task should run.

Step 8: Click “Save” to lock in your scheduling settings.

Step 9: Go to the “Actions” tab within your task setup.

Step 10: Add an action by clicking on the “+ Add Action” button.

Step 11: Choose what kind of action you want to perform (like triggering an API endpoint, sending an email, or updating records).

Step 12: Configure the action parameters as needed. Save the action once you’re done.

Step 13: If you need to, add conditions to your task by clicking the “+ Add Condition” button.

Step 14: Define the specific criteria that must be met for the task to run (like only running if a certain condition is true).

Step 15: Click “Save” to add the condition to your task.

Step 16: Review your settings, actions, and conditions to make sure everything is set up correctly.

Step 17: Toggle the switch to “Activate” the task.

Step 18: Click “Save and Close” to finalize and schedule your task.

Step 19: Head back to the main “Automate” page to see a list of your scheduled tasks.

Step 20: Keep an eye on the status and logs of your tasks to make sure they’re running smoothly.

This step-by-step guide walks you through setting up scheduled tasks in Xano, making the most of automation features for various workflows.