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What are scheduled tasks?

Scheduled tasks run a saved prompt for you on a recurring schedule, such as daily briefings, weekday recaps, and weekly summaries, or as one-off manual runs you can trigger any time. Each run produces a new chat you can open, read, and continue like any other conversation. Typical use cases:
  • A daily briefing that reviews your calendar and unread emails
  • A weekly summary across selected agents or knowledge folders
  • A manual task you keep ready in your sidebar and trigger on demand
You can create up to 10 scheduled tasks per user.

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Creating a scheduled task

Open Scheduled from the sidebar.
Sidebar menu with Scheduled selected
Click New task.
Scheduled page with the New task button
Fill in:
  • Name: for example, Daily briefing.
  • Agent (optional): pick an agent to run the prompt with, so it inherits the agent’s instructions, tools, and knowledge.
  • Instructions: the prompt that runs on every execution.
  • When to run: choose a frequency (see below).
Create scheduled task dialog with a daily briefing example
Click Save. The task appears in your Scheduled list. From there you can open the detail view, edit, pause, run it now, or delete it.

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Choosing a frequency

FrequencyWhen it runs
ManualOnly when you trigger it from the task detail view
DailyEvery day at the time you choose
WeekdaysMonday through Friday at the time you choose
WeeklyOn the weekday and time you choose
Scheduled runs use a randomized delay of a few minutes to spread load across the platform, so the exact start time can vary slightly from the time you set.

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Working with runs

Each execution creates a chat under the task. From the task detail view you can:
Scheduled task detail view with active status, Run now button, and run history
  • Open the chat the run produced and continue the conversation
  • See whether a run completed, was skipped, or failed
  • Trigger a manual run at any time, regardless of the schedule
  • Pause the schedule without losing the task
If a task references an agent that’s no longer available to you, the next run is skipped and a reason is shown in the run history. Edit the task to pick a different agent or remove the agent reference to resume runs.

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Tips

  • Keep the instructions specific. “Summarize my unread emails and highlight urgent items” produces a more useful chat than “Give me an update.”
  • Attach an agent when you need tools (calendar, email, knowledge folders) or want the prompt to follow agent-specific instructions.
  • Use Manual for tasks you want one click away in the sidebar but don’t want to run on a schedule.