Scheduled Tasks

Work that should happen on its own, such as a weekly client report or a daily news digest, now runs as a task. A scheduled task keeps its instructions and acceptance criteria, runs at the times you set, and every run is checked against your standard. Scheduled chats are no longer a separate feature.

Plan limits

• Free: 1 scheduled task.
• Pro and Max: unlimited scheduled tasks.

See Membership.

Put a task on a schedule

First you need a task. Start from a template (some, like Client report or Weekly competitor brief, are listed under "Make it a regular task"), or save a chat that got the result right with Save as task. See Create a task from a template and Save a chat as a task.

Then choose one of these:

• In the New task wizard: in step 3 When it runs, set Execution to Scheduled.
• On an existing task: open the task's Config tab and go to When it runs.
• After a good result: on the task's Run history, the prompt "Run it on a schedule?" appears. Click Run on a schedule to open When it runs with the schedule ready to set, or Not now to skip.

In When it runs:

1. Under Execution, choose Scheduled ("Run automatically on a schedule").
2. Under Schedule, choose how often: Doesn't repeat, Hourly, Daily, Weekly, Monthly or Yearly, then set the date and time. Below the fields you see the time zone used (for example "Times are in UTC"), a Change link and the next run.
3. Optionally turn on Receive email notifications to get an email when the task finishes or fails.
4. Click Save (on the Config tab) or Save only / Save and run a trial (in the wizard).

Task schedules use the time zone set in your Account profile (avatar menu → Account). Automatic follows the device you are using.

Good to know

• In the New task wizard, the banner explains: "Saving starts a trial run. A scheduled task only starts its schedule after you have seen the result."
• Upcoming runs appear under Coming up next on the Dashboard.
• Each run is listed in the task's Run history with its check result. See Run tasks.