# How to Automate an Audience Refresh in GTM One > Learn how to refresh an Audience on a schedule and export it after each run. **Date:** 2026-11-02 **Source:** https://gtm.ai/docs/gtm-one/audiences/automate-an-audience-refresh --- Learn how to refresh an Audience on a schedule and export it after each run. ## Overview An automation re-runs an Audience on a schedule. Each run picks up new records that match the Audience's criteria and refreshes the columns you choose. An automation can also export the refreshed Audience to a destination after every run, so a CRM, sales engagement tool, file, or data share stays current without manual work. The **Automation** control sits beside the Audience name at the top of the Audience page. From there you can turn on a weekly refresh in one click, or open the **Automation** dialog to set the schedule, columns, and export yourself. *The Automation control beside the Audience name at the top of an Audience page.* ## Before You Begin - The Audience must contain records. An Audience with no records cannot be automated. - You need edit access to the Audience. The control is not available on Audiences shared with you as a viewer. - To export automatically, the destination must already be connected for your organization. ## Turn On a Weekly Refresh in One Click Use this option when a weekly refresh with no export is all you need. 1. Open the Audience. 2. Turn on the **Automation** switch beside the Audience name. A message confirms that automation is on and refreshes weekly. The Audience refreshes every Monday, and every column that can be refreshed is included. No export is attached. To change the schedule or add an export later, follow the steps in the next section. ## Set Up a Custom Automation The **Automation** dialog walks you through a series of steps, listed on the left side of the dialog. You can click a completed step to go back to it. ### Set the Cadence 1. Open the Audience. 2. Click the **Automation** label beside the Audience name (not the switch). The **Automation** dialog opens on **Set cadence**. 3. Under **Frequency**, click **Daily**, **Weekly**, or **Monthly**. 4. If you chose Weekly, select a day from the **Day of the week** dropdown. If you chose Monthly, select **First day of the month** or **Last day of the month** from the **Day of month** dropdown. 5. Click **Next**. A sentence below the frequency shows when the Audience will run once you save (e.g., nightly for Daily, or every Monday for Weekly). ### Review the Import Criteria The **Import criteria** step shows the Audience definition that the automation uses to find records. You cannot change it here. To change it, edit the Audience's import filters from the Audience itself. 1. Review the filters shown under **Import criteria**. 2. Under **Audience membership**, select **Remove records** to keep the Audience synced to the latest results, or **Keep records** to keep existing records and continue adding new matches. 3. Click **Next**. ### Choose the Columns to Refresh 1. On **Enrich columns**, select the checkbox next to each column you want to refresh on every run. 2. Click **Next**. Keep the following in mind: - Imported columns are always selected and cannot be cleared. - A column that another selected column depends on is selected automatically. - A refresh only recalculates values that have already been calculated. - Automated refreshes observe your organization's AI Action Credit limits and do not run if credits are insufficient. - When the Audience has 10 or more columns, a search box appears so you can find a column by name. ## See When an Audience Last Refreshed Once an Audience has an automation, the top of the Audience shows "Last refreshed" and a date beside the **Automation** control, or "Never refreshed" before the first run. The left panel shows the same date, or "Never", in its Last updated row. ### Schedule an Export Skip this step if you only want to refresh the Audience in place. 1. On **Schedule export**, turn on **Enable automated export**. 2. From the **Scope** dropdown, select **Entire Audience** or one of the Audience's saved views. 3. From the **Destination** dropdown, select where each run should send the data. 4. If an **Object** dropdown appears, select the object to export to. 5. If a **Destination table name** field appears, enter a table name using only letters, numbers, and underscores (up to 80 characters). The destinations you see depend on what is connected for your organization. They can include Salesloft, Outreach, HubSpot, Dynamics, Salesforce, a CSV or XLS file, and data shares using Databricks, Snowflake, or BigQuery. If a destination is missing, click **Click here to go to connections** at the bottom of the **Destination** dropdown to open your integrations, or ask your ZoomInfo admin to connect it. ### Map Fields for a CRM or Sales Engagement Destination A **Mapping** step appears after **Schedule export** when the destination needs field mapping (e.g., Salesforce or Outreach). File and data share destinations skip this step. 1. Click **Next** on **Schedule export**. 2. On **Mapping**, match each column you want to export to its field in the destination. The mapping is saved with the automation and used on every run. You cannot save the automation until every required field is mapped. ### Save the Automation 1. Click **Save automation** in the bottom-right corner of the dialog. A message confirms "Automation is saved successfully." Click **View automation** in the message to see it on the **Automations** tab of the Audiences page. Once an automation exists, the control at the top of the Audience shows **Automation** followed by its cadence (e.g., Automation ยท Weekly). To change the settings later, click the control again and save your changes. ## Turn an Automation Off or On 1. Open the Audience. 2. Click the **Automation** switch beside the Audience name. A message confirms that automation is off or on. Your settings are kept, so you can turn the automation back on without reopening the dialog. ## Manage All Your Automations 1. In the left navigation panel, click **Audiences**. 2. Click the **Automations** tab at the top of the page. 3. Click the **Actions** button (three dots) at the end of an automation's row. 4. Select **Edit**, **Run refresh**, **Rename**, **Open audience**, **Disable**, or **Enable**. Each row shows the automation name, destination, status, and cadence. Use the **Search automations** box to find an automation by name. When you select **Run refresh**, a dialog confirms that the refresh is in progress and may take some time to complete. Click **OK** to close it. ## If the Automation Control Is Unavailable - **The control is grayed out with "Add records to this audience before setting up an automation."** The Audience has no records yet. Add records, then try again. - **The control shows "Not available in view-only mode."** The Audience was shared with you as a viewer. Ask the Audience owner for edit access. - **The control shows "We could not load this audience's automation."** Reload the page to try again. - **The control is not visible.** It is hidden when the page header is narrow (e.g., when a side panel is open). Close the side panel or widen your browser window. ## If you see an error - "Add records to this audience before setting up an automation." The Audience has no records yet. Add records, then try again. - "Not available in view-only mode." The Audience was shared with you as a viewer. Ask the owner for edit access. - "We could not load this audience's automation." Reload the page to try again. - "Could not undo." followed by the column names and "still in your automation." The Undo did not go through. Open the **Automation** dialog and clear the column on the **Enrich columns** step. ## Resources - [How to add columns to an Audience and run enrichment in GTM One](/docs/gtm-one/audiences/add-columns-to-and-enrich-an-audience) - [How to Export an Audience in GTM One](/docs/gtm-one/audiences/export-an-audience) - [How to Export Records to Your CRM in GTM One](/docs/gtm-one/advanced-search/export-to-your-crm) - [How to Share an Audience in GTM One](/docs/gtm-one/audiences/share-an-audience)