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# Run action sequences automatically (Beta)

This documentation describes one or more public beta features that are in development. Beta features are subject to quick, iterative changes; therefore the current user experience in the Sigma service can differ from the information provided in this page.

This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see [Beta features](/docs/sigma-product-releases#beta-features).

Automated action sequences are workflows that Sigma runs without requiring a user to open or interact with the workbook. You can automate action sequences based on a schedule to periodically send notifications, refresh data, write to input tables, and more.

This document explains how to schedule automated action sequences and view details about all automated action sequences you own. For more information about actions in Sigma, see [Intro to actions](/docs/intro-to-actions).

## Requirements

The ability to create automated action sequences requires the following:

* You must be assigned an account type with the **Full explore** or **Create, edit, and publish workbooks** permission enabled.

* You must be the workbook owner or be granted **Can explore**<sup>1</sup> or **Can edit** access to the workbook.

<p class="footnote">
  1

  If you’re granted **Can explore** access to the workbook, you can only create automated action sequences in custom and saved views, and they will not run. See [Limitations](#limitations) for more information.
</p>

## About automated action sequences

Automated action sequences are configured at the workbook level and can be used to automatically trigger workflows that perform data operations and integrations without direct UI interaction. These workflows can be scheduled to run at specific intervals, including daily, weekly, monthly, or on a custom cron schedule.

The following actions can be automated:

* [Notifications and exports](/docs/create-actions-that-send-notifications-and-export-data)
* [Input table row changes](/docs/create-actions-that-modify-input-table-data) (insert row, update row(s), delete row(s)) (see [Limitations](#limitations))
* [Stored procedure calls](/docs/create-actions-that-call-stored-procedures)
* [Python element execution](/docs/write-and-run-python-code#run-python-code-from-an-action)
* [Sigma agent calls](/docs/create-actions-that-interact-with-agents#call-an-agent-from-an-automated-action)

Automated action sequences also support conditional [if/else statements](/docs/build-if-else-control-flow-in-an-action-sequence), and you can configure multiple automated action sequences to run at different frequencies.

### Limitations

* You cannot use automated action sequences to trigger UI-level changes, like setting a control value, opening a modal, navigating to a workbook page, etc.

* Automated action sequences can only modify input tables with the [data entry permission](/docs/customize-data-entry-permission-on-input-tables) set to allow edits in the published version of a workbook. If an existing target input table is updated to only allow edits in the workbook draft, the automated action sequence cannot run successfully (see **Error** status details in [Last run statuses](#last-run-statuses)). If the input table is updated to once again allow edits in the published version, the automated action sequence runs successfully.

* Automated action sequences configured in custom or saved views do not run. Sigma allows you to create automated action sequences in a view with the intent of saving the view as a new workbook, where the sequences can be published and run as expected.

## Schedule an automated action sequence

Configure an automated action sequence to run on a recurring schedule.

1. Open a workbook draft.

   You can also create a custom view or open a saved view, but note that any automated action sequences you configure in the view will not run (see [Limitations](#limitations)).

2. Go to the page-level editor panel and select the **Actions** tab.

   Alternatively, open the workbook menu and select **Edit** > **Show automated actions**.

   The editor panel is page-specific when no elements are selected. When one or more elements are already selected, click the background of the workbook canvas or select a page tab to open the editor panel for that page.

3. In the **Actions** panel, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/button-add.svg" alt="" /> **Add action sequence** to create a new sequence. To edit an existing sequence, skip to step 5.

4. In the action configuration popover, select an action type and configure the effect. For a list of action types and detailed information about how to configure them, see [Action effects](/docs/intro-to-actions#action-effects).

   To configure additional actions in the same sequence, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/button-add.svg" alt="" /> **Add action**, then repeat this step.

5. In the sequence card, click the **Select a schedule** field, then configure the schedule frequency. You can choose to run the sequence daily, weekly, monthly, or on a custom cron schedule. You can also change the schedule time zone.

6. In the workbook header, click **Publish**.

   Sigma only runs automated action sequences that are saved to the published version of a workbook.

7. To verify that the sequence is scheduled to run, check the **Scheduled actions** page in your user profile. For more information, see [View all automated action sequences you've scheduled](#view-all-automated-action-sequences-youve-published).

## View all automated action sequences you've published

Your user profile contains information about all automated action sequences you've published. For each automated action sequence, you can view the sequence name, workbook name, frequency, last run time, last run status, and sequence status.

If the list of automated action sequences does not include a sequence you expect to see, check that you saved the sequence to the published version of the workbook and did not configure it in a custom or saved view.

Your user profile only shows automated action sequences that you created and published. The list does not include sequences created by other users, even if you have access to the workbooks they're configured in.

If you're an admin, go to the **Administration** portal to view all automated action sequences published by any user in your organization. For more information, see [View automated action sequences](/docs/view-automated-action-sequences).

1. Use one of the following methods to access the list of automated action sequences in your user profile:

   * Access the list from your **Home** page:
     1. From your **Home** page, click your user avatar and select **Profile** from the user menu.
     2. In the left navigation of your profile, select **Scheduled exports and actions**.
     3. Select the **Scheduled actions** tab, then browse or search for specific automated action sequences.

   * Access the list from a workbook:
     1. Open the workbook menu and select **Edit** > **Show automated actions**.
     2. In the **Actions** panel, click **More** (<img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/more.svg" alt="" />) and select **View all of your scheduled actions**.
     3. Your profile opens to the **Scheduled exports and actions** > **Scheduled actions** page. Browse or search for specific automated action sequences.

2. View the following automated action sequence details:

   * **Sequence/Document**: The name of the sequence and the workbook that contains the sequence.
   * **Frequency**: The schedule or interval that determines how often the sequence runs.
   * **Last run time**: The date and time the sequence last ran.
   * **Last run status**: The status of the sequence when it last ran. For definitions, see [Last run statuses](#last-run-statuses).
   * **Sequence status**: The current status of the sequence. For definitions, see [Sequence statuses](#sequence-statuses).

3. (Optional) To view a more focused list of automated action sequences, use the search bar to search by sequence name, workbook name, or schedule owner.

4. (Optional) To open the workbook and edit the automated action sequence, click the workbook name.

## Automated action sequence statuses

The **Scheduled actions** list displays the **Last run status** and **Sequence status** for each automated action sequence. The following tables list all possible statuses with their corresponding icons and definitions.

### Last run statuses

| Status                | Icon                                                                                                                     | Definition                                                                      |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------- |
| **Running**           | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/refresh-circle_fill-neutral.svg" alt="" />     | The sequence is currently running.                                              |
| **Success**           | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/check-circle_fill-success.svg" alt="" />       | The last scheduled run completed successfully.                                  |
| **Error**<sup>2</sup> | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/exclamation-octagon_fill-danger.svg" alt="" /> | The last scheduled run was unsuccessful due to an action error in the sequence. |

<p class="footnote">
  2

  Sigma sends an email alert to you (the owner of the sequence) when, within any 7-day period, an automated action sequence fails at least 3 times and has a failure rate of 70% or higher.
</p>

### Sequence statuses

| Status        | Icon                                                                                                                     | Definition                                                                                                     |
| ------------- | ------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- |
| **Active**    | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/check-circle_fill-success.svg" alt="" />       | The sequence is live and running as expected.                                                                  |
| **Disabled**  | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/pause-circle_fill-warning.svg" alt="" />       | The sequence has been manually turned off and is not running on its scheduled frequency.                       |
| **Suspended** | <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/exclamation-octagon_fill-danger.svg" alt="" /> | The sequence has been suspended by Sigma due to repeated errors and is not running on its scheduled frequency. |

#### Resume a suspended sequence

When a sequence is suspended due to repeated errors, it stops running on its scheduled frequency. You can resume a suspended sequence in the following ways:

* Publish the workbook: Sigma automatically resumes a suspended sequence when you publish the workbook containing it.
* Resume manually: In the page-level **Actions** panel, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/more.svg" alt="" /> **More** next to the sequence name, then select **Resume sequence**.