Scheduled Tasks and Routines
Automate recurring work such as daily email summaries, reports and scheduled research, with how to create a routine and where to review them later.
Overview
Scheduled Tasks, also called Routines, allow you to automate recurring actions at specific times.
Examples
-
- Fetch unread emails daily
- Draft replies automatically
- Generate reports at fixed intervals
- Run Jira issue summaries every morning
- Perform scheduled research tasks
How to Create a Scheduled Task
- Go to the chat interface.
- Give the agent clear instructions.
- Include what task should run and when it should run.
Example:
-
Fetch all unread emails and draft replies every day at 8:00 AM and 12:00 noon.
How to View Routines
- Open your agent.
- On the right-hand side, click Routines.
- Expand the section to view scheduled jobs.
If no routines are configured, it will show No scheduled jobs.
