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Scheduled Scans

Automate duplicate detection with recurring scans.

Why Schedule Scans?

Scheduled scans help you maintain data quality by automatically detecting duplicates as new records enter your system. Instead of running manual scans, set up a schedule and let True Record handle the rest.

Catch duplicates before they cause problems
Maintain consistent data quality
Reduce manual effort
Get notified when new duplicates are found

Setting Up a Schedule

Create scheduled scans from the Dashboard or Settings.

  1. 1Navigate to Dashboard → Scheduled Scans
  2. 2Click 'Create Schedule'
  3. 3Select the object type(s) to scan
  4. 4Choose your frequency (daily, weekly, monthly, or custom)
  5. 5Set the preferred time for scans to run
  6. 6Enable notifications if desired
  7. 7Save the schedule

Frequency Options

Daily

0 0 * * *

Runs every day at the specified time. Best for high-volume orgs with frequent data entry.

Weekly

0 0 * * 0

Runs once per week. Good balance of coverage and resource usage.

Monthly

0 0 1 * *

Runs once per month. Suitable for smaller orgs or as a periodic checkup.

Custom (Cron)

Custom expression

Define a custom schedule using cron expressions for advanced control.

How Scheduled Scans Process

Scheduled scans run as background jobs with the same processing stages as manual scans.

Queued

Scan is waiting to be picked up by a worker

Indexing

Records are being loaded and prepared for comparison

Comparing

Records are being compared using your matching rules

Completed

Scan finished; results are available for review

Background scans run one at a time per organization to avoid overwhelming resources.

Notifications

Get notified when scheduled scans complete.

Email

Receive an email summary when scans complete with new duplicates found

Webhook

Send scan results to your own endpoint for custom integrations

Webhook Configuration

Configure webhooks in Settings → Integrations. Webhook payloads include:

Scan IDObject typeDuplicates found countCompletion timestampStatus

Managing Schedules

Pause

Temporarily stop a schedule without deleting it

Resume

Reactivate a paused schedule

Edit

Change frequency, time, or object selection

Delete

Permanently remove a schedule

Run Now

Trigger an immediate scan outside the schedule

Frequently Asked Questions

What timezone are schedules based on?

Schedules use UTC by default. The displayed time is converted to your local timezone in the UI.

Can I schedule scans for multiple objects?

Yes. You can include multiple object types in a single scheduled scan, and they will be processed sequentially.

What happens if a scan takes longer than expected?

Scans will complete regardless of duration. If the next scheduled scan time arrives while a scan is still running, it will be queued and start after the current scan finishes.

Do scheduled scans use AI Credits?

Yes, if the objects are configured to use AI Only or Hybrid matching mode. Rules Only scans do not consume AI Credits.

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