Choose the right run option based on whether you need ongoing automation or a one-time processing of existing records.

Automation Run is an ongoing workflow that triggers every time the specified conditions are met going forward. This option continuously monitors for new events that match your criteria.

Best for:

Example: You want to send an email to your billing company every time a patient is admitted. Set up an Automation Run workflow that triggers when the patient status changes to "Admitted."
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Initial Run is a one-time execution that processes existing records that already meet the criteria at the moment you activate the workflow. After this initial processing, the workflow stops running.

Best for:

Example: You have 100 existing admitted patients and want to send a one-time notification about them to your billing company. Use Initial Run to process these existing records without affecting future admissions.

For most ongoing business processes, Automation Run is the correct choice. Use this when you want the workflow to continue working automatically as your business operates.

Only choose Initial Run when you specifically need to process existing data once without ongoing automation.

​⚠️ Important: If you choose Initial Run by mistake for an ongoing process, your workflow will only run once and then stop working for future records.

​✅ Best Practice: For email notifications to billing companies or other ongoing business processes, always use Automation Run to ensure continuous operation.

​💡 Tip: Test your workflow setup with a small batch first to ensure it behaves as expected before fully activating it.