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# Scheduling Workbook Generation in Codebot

## Overview
Codebot provides a **Workbook Scheduling** feature that allows users to automatically generate workbooks at predefined intervals. Using this feature, workbooks can be queued and generated **weekly or monthly**, reducing manual effort and ensuring timely workbook creation. This feature is only available for Company Admins. 

## Use Case
This feature is ideal for users who:
* Need recurring workbook generation
* Want to automate weekly or monthly workbook creation
* Prefer hands-off scheduling instead of manual execution

## How to Schedule Workbook Generation
Follow the steps below to create a new workbook schedule: 

### Step 1: Navigate to Job Scheduling 
1. Log in to the **Codebot Dashboard**.
2. Hover over the **left-hand menu**.
3. Navigate to **Others** and expand it.
4. Click on **Manage Job Schedule**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_14zm1u9.png)


### Step 2: Add a New Schedule
1. Click on **Add New Schedule**.
2. A scheduling form will appear.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1ma5xp1.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1dy1o19.png)

### Step 3: Fill in the Schedule Details
Complete the form with the following information:
* **Company Instance**
Select your company instance.
    * If an instance is already added, related fields will be **auto-populated**.
* **Iteration Number**
Enter the required iteration number.
* **Workspace**
    * Select an existing workspace, or
    * Create a **new workspace** directly from this form.
    * NOTE: We strongly recommend isolating the Scheduled Workspaces from the standard-manual workspaces. This way it'll be much clearer what workbooks were generated by the scheduler. Best Practice is to name this Workspace "[Instance Name] Monthly Workbooks."
* **Module**
Choose the appropriate module from the **Module dropdown**. This is a multi-select window. If you are running more than one schedule in the same instance, generally, it is best to select multiple modules within one job. 
* **Job Name**
Enter a meaningful name for the scheduled job.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ibds5o.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_9osdcf.png)

### Step 4: Configure Recurrence and Action
* **Recurring Type**
Select how often the job should run:
    * Weekly
    * Monthly
* **Action**
From the **Actions dropdown**, select **Generate Workbook**.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_44cjdz.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1fj1qq7.png)

### Step 5: Submit the Schedule 
* Review all the entered details.
* Click **Submit Form** to finalize and activate the schedule.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_29olom.png)