Tasks Overview

Tasks automate recurring data analysis on connected databases and files. Save proven chat workflows, then run them on demand or on a schedule.

Tasks are reusable workflows designed for real-time data connectors like databases and Google Analytics. Define your analysis steps once, then let Better Analyst run them on fresh data—on demand, daily, weekly, or monthly. They are ideal for recurring reports where the underlying data changes regularly.

You can find them in the Agents section's Tasks area.

What Are Tasks?

A Task is a saved sequence of analysis steps that can:

  • Run automatically on a schedule
  • Process updated data each time
  • Generate consistent reports
  • Save you hours of repetitive work

Use Cases

Recurring Reports

  • Weekly sales summaries
  • Monthly KPI dashboards
  • Daily inventory checks
  • Quarterly performance reviews

Data Monitoring

  • Track key metrics over time
  • Alert on significant changes
  • Monitor competitor data
  • Watch for anomalies

Data Processing

  • Regular data cleaning
  • Scheduled enrichments
  • Automated transformations
  • Batch processing

Key Features

Multi-Step Workflows

Chain multiple analysis steps together:

  1. Pull data from connector
  2. Calculate metrics
  3. Generate visualizations
  4. Export results

Data Source Integration

Use any of your data sources:

  • Uploaded files
  • Database connectors
  • Google Analytics
  • Multiple sources combined

Enrichment Capabilities

Enhance your data automatically:

  • Sentiment Analysis - Analyze text for positive/negative sentiment
  • Language Translation - Translate text between languages
  • Text Extraction - Extract structured data from unstructured text

Scheduling Options

Run Tasks on your schedule:

  • Daily (paid plans)
  • Weekly (choose day)
  • Monthly (choose date)
  • Manual (on-demand)

Run History

Track every execution:

  • When it ran
  • Success or failure
  • Results generated
  • Error messages if any

Agent-Powered Runs

A task can use one or more agents. The selected agent versions are frozen for scheduled and test runs, so the task keeps the configuration you reviewed; the first agent is the Lead Agent.

How Tasks Work

  1. Create - Define your analysis steps
  2. Attach Data - Connect files or data sources
  3. Schedule - Set when to run
  4. Execute - Task runs automatically
  5. Review - Check results and history

Start with a working chat analysis, then select Save as task to reuse it.

Task vs. Chat

FeatureChatTask
ScheduledNoYes
History trackedPer chatPer run
Best forOne-time analysisRepetitive analysis on connected data

Plan Limits

PlanScheduled TasksFrequencies
Free0—
Starter2Daily, weekly, and monthly
Max10Daily, weekly, and monthly
Business20Daily, weekly, and monthly

Next Steps