---
title: How to Set a Schedule for Recurring Presentations
description: Learn how to schedule a presentation to be auto-generated on a recurring basis. Receive an email or Slack notification with a link to the presentation output.
---

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# How to Set a Schedule for Recurring Presentations

## Learn how to schedule a presentation to be auto-generated on a recurring basis. Receive an email notification with a link to the presentation output.

At Slideform, we're working hard to build the world's best presentation management solution. Part of that means saving you and your team time on recurring presentations.

If you have reports that need to be generated on a regular, recurring basis, you can set up a schedule for the report to be auto-run and emailed to you.

Note: To schedule a report, you must first set up the template, data source(s), and data mapping.

### Set a schedule

1. Open your project. Click the **Schedule** tab at the top of the page.
   
   ![](https://helpcenter.slideform.co/hs-fs/hubfs/Screenshot%202025-05-30%20at%2012-15-04%E2%80%AFPM-png-2.png?width=670&height=619&name=Screenshot%202025-05-30%20at%2012-15-04%E2%80%AFPM-png-2.png)
2. Select a Scheduling Cadence, either daily, weekly, or monthly. Once you choose a cadence, the next options will appear to set the day and time for the report.
3. Click **Save Project** to save the schedule.
4. To ensure that the latest data is used in each report, you should also check the **Cache Duration** and **Refresh Settings**. To configure this option, go to [Project Settings](https://helpcenter.slideform.co/project-settings?hsLang=en#output-tab).

### Email & Slack Notifications

To receive a notification when the report is generated, go to the **Settings** tab at the top of the Configure page. Enter recipient email(s) or Slack information under [**Notifications**](https://helpcenter.slideform.co/project-settings?hsLang=en#settings-tab). Save the settings. 

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