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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 bases
  • 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. You can also start a scheduled task from an agent’s editor. Click Schedule in the top bar to open the same dialog with that agent preselected.

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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
Selected daysOn the specific weekdays you pick, at the time you choose
MonthlyOn the day of the month and time you choose
For monthly schedules, if a month has fewer days than the day you picked (for example, day 31 in February), the task runs on the last day of that month.
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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Allowing actions to run without confirmation

If the task’s agent uses actions that require confirmation, runs pause until you open the chat and approve the action. From the approval prompt, choose:
  • Allow once: approves only this run. The next run asks for confirmation again.
  • Allow for future runs: approves this run and lets the same action run automatically in this task from now on.
Always-allowed actions apply to a single scheduled task and don’t change confirmation behavior in chat or other tasks. To remove one, open the task detail view and click Remove next to the action under Always allowed.

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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 bases) 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.

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FAQ

Use scheduled tasks when you want a saved prompt to run on a recurring schedule from chat. They are useful for simple recurring summaries, reminders, briefings, or checks that do not need a full workflow.
Scheduled tasks run a prompt on a schedule. Workflows are better when the process needs multiple steps, structured logic, integrations, approvals, or outputs passed between nodes.