What Is the Workflow Scheduler?

The Workflow Scheduler lets you automate the MatchLogic data pipeline so it runs on a defined schedule without any manual intervention. Instead of visiting each module to kick off Import, run Matching, and trigger Export by hand, you configure a workflow once and let it run automatically — keeping your golden record continuously up to date as source data changes.

Workflow Scheduler main list view showing active workflows with next run times

Why Use the Scheduler?

Most data quality processes need to run repeatedly. Source systems are updated daily, new records arrive from CRM uploads, or a database table is refreshed overnight. Without automation, someone has to remember to manually re-run the pipeline each time. The Workflow Scheduler eliminates that overhead by turning your configured MatchLogic pipeline into a repeating job.

  • Run the full pipeline (Import through Export) on a nightly basis to maintain a fresh golden record.
  • Run only the Match and Export steps on a frequent interval when source data is stable and you just need updated match results.
  • Queue an on-demand workflow that a downstream process triggers without a fixed schedule.

What You Can Configure

Each scheduled workflow consists of three parts:

  1. Project selection — which MatchLogic project the workflow applies to. All pipeline configuration (match definitions, cleansing rules, export settings) is drawn from that project.
  2. Pipeline steps — which subset of the pipeline to execute: Import, Profile, Cleanse, Match, Merge, and/or Export. You can run the full pipeline or just the steps that need to repeat.
  3. Schedule — when and how often the workflow runs. Three schedule types are available.

The Three Schedule Types

The scheduler supports three modes to match different operational needs:

  • Simple interval — Run every N minutes, hours, or days. Best for regular cadences like "every 24 hours" or "every 6 hours." No cron knowledge required.
  • Cron expression — Full cron syntax for precise scheduling. Use this when you need runs at specific times or on specific days of the week or month (for example, "weekdays at 2am" or "first of each month at midnight").
  • On-demand — No automatic schedule. The workflow only runs when you explicitly trigger it via the "Run Now" button or an external trigger. Useful for event-driven pipelines.

The Workflow Scheduler relies on all pipeline steps being fully configured in the selected project before the workflow runs. If a step is included but not configured — for example, Match is included but no match definitions exist — the execution will fail at that step. Configure your pipeline through the standard modules first, then set up scheduling.

Relationship to the Manual Pipeline

The Workflow Scheduler does not replace the manual pipeline modules. You still use Data Import, Match Configuration, and the other modules to set up and adjust your pipeline configuration. The scheduler simply automates the execution of that already-configured pipeline on a recurring basis.

To get started, see Creating a Scheduled Workflow.