Scheduled tasks
A scheduled task runs a prompt without you: daily, weekly, or at a fixed interval. Each run is saved as a conversation, so you can inspect what happened.
Create a task
Section titled “Create a task”- Open the scheduled tasks section in the app.
- Write the prompt as if you were sending it now. Include the files, folder, or systems it should use.
- Choose the agent, the schedule, and whether it runs in the background.
- Save and run it once to check the result.
A good scheduled prompt is specific and repeatable:
Every Monday at 08:00, read the sales export in the workspace,summarize the week-over-week change by region, and save a one-pageMarkdown brief in reports/weekly/. Do not change the source file.Background running
Section titled “Background running”Settings › Background keeps the agent running after you close or quit the app. It starts when you sign in, so scheduled tasks and chat channels keep working.
If background running is off, a schedule only fires while the app is open.
The approval rule
Section titled “The approval rule”Scheduled runs are headless: nobody is there to approve an action. Actions that need approval are skipped and reported in the saved conversation.
To let a task do real work, set the specific tools it needs to Automatic or Always allow in the agent’s tool settings. Do not give a scheduled agent a broad allow-list you would not leave unattended.
Checking results
Section titled “Checking results”- Each run is a normal conversation: open it to see the output, tools used, and any skipped actions.
- Notifications can tell you when an answer is ready.
- Save reports to a known folder under the agent’s workspace so they are easy to find.
Common uses
Section titled “Common uses”- A morning brief from a dashboard or inbox export.
- A weekly reconciliation that flags mismatches without changing the source.
- A recurring research check on a saved question.
- A document refresh that drafts an update for a person to review.
Related: Tools and approvals, Remote access and channels.