Give the Automation a name and click "ADD".

Schedule an Automation to occur daily, weekly or monthly

This opens the options to Schedule your Trigger. Select the interval, time, days etc. as required, and click "CONFIRM".

Select a time
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In this example, the Next Step is to "Find" the specific records to be emailed on the schedule.

Select a record type...
Account
Activity
Campaign
Campaign Detail
Campaign Stage
Case
Case Level
Contact
Document
Document
Opportunity
Opportunity Line
SLA
Task
User

Use the dropdowns to select the field, operator and values. In this example, that is "Case Owner" "is equal to" and the value is the "User Name".

Choose operator...
Equal to
Not equal to
Greater than
Greater than or equal to
Less than
Less than or equal to
Contains
Does not contain
Is one of
Is not one of
Not set

Click "AND" to add another Find criteria.

In this example, use the dropdowns to select the "Case Status" "is not equal to" and the value "Closed".

Choose operator...
Equal to
Not equal to
Contains
Does not contain
Is one of
Is not one of
Not set

The Next Step is to send an email, which is an "Action".

Use the dropdowns to select the recipient(s) from the "Email addresses" list, then add an email Subject and your message Contents. You can use the CRM fields to populate the message.

Here we have used the CRM field "Case Subject" to populate the content which will create a clickable link in the email, which will open the case in the CRM.

Use the toggle button to set the Automation to Live.

Schedule an email to be sent each day advising the Case Owner of their open Cases.

Schedule Daily Email of "Open" Cases