Scheduling Tasks

Schedule tasks to run daily, weekly, or monthly. Configure time zones, monitor recent runs, pause schedules, and manage plan limits.

Schedule your tasks to run automatically at regular intervals. Wake up to fresh analysis without lifting a finger.

Schedule Options

Manual Only

Run tasks on demand:

Select Run when needed
Best for occasional analysis
Available on all plans

Daily

Run every day:

Set specific time
Good for daily metrics
Requires a paid plan

Weekly

Run once per week:

Choose day of week
Set specific time
Good for weekly reports

Monthly

Run once per month:

Choose day of month (1-28)
Set specific time
Good for monthly summaries

Monthly schedules use days 1-28 to avoid issues with months of different lengths.

Setting Up a Schedule

New Task

Create a task with Save as task from a working chat
Open the task and select Schedule
Choose the frequency, day, time, and time zone
Select Schedule to save it

Existing Task

Open the Agents section's Tasks area
Select the task
Select Schedule or Scheduled
Update the schedule settings and save

Delivering Results

Choose who gets the results and how:

Who should receive the results? On team tasks, pick teammates. If you pick nobody, only you receive them.
Email: results arrive by email.
Slack DM: results arrive as a Slack direct message. People who haven't connected Slack get an email instead.
Also post to a Slack channel: post each run to a channel Better Analyst has been added to.

Pick at least one. Slack delivery needs a team task and a connected Slack workspace; see Send scheduled reports to Slack.

Private Projects

A task in a private project sends results only to people who can see the project, and can't post to a Slack channel. Direct messages still work.

Time Zones

Choose the time zone for the task in its scheduling dialog. The selected time zone controls when that schedule runs.

Confirm the task's time zone to ensure it runs when expected.

Schedule Best Practices

Choose the Right Time

Daily reports: Early morning (6-8 AM)
Weekly summaries: Monday morning
Monthly reports: 1st or last business day

Allow for Data Updates

If your data source updates at specific times:

Schedule tasks after data refreshes
Leave buffer time for processing
Account for time zone differences

Stagger Multiple Tasks

If you have several scheduled tasks:

Space them apart by 30+ minutes
Prioritize critical reports earlier
Avoid scheduling all at the same time

Monitoring Scheduled Runs

Run History

View past executions in Recent runs on the task page. Each entry shows its status, time, and where the results were delivered (for example, Emailed 2 · Slack DM 1 · Posted to channel), and successful runs link to the resulting chat.

Run Status

Status	Meaning
Success	Completed without errors
Failed	Error occurred
Running	Currently executing
Skipped	Didn't run (e.g., data unavailable)

Error Notifications

When a scheduled run fails:

Error logged in run history
Details available for troubleshooting
The task owner is told by Slack DM if their Slack account is connected, otherwise by email
Email recipients get a failure email when email delivery is on
A Slack channel the task posts to gets a short notice

Managing Schedules

Pause a Schedule

Temporarily stop scheduled runs:

Open the task
Open the scheduling dialog
Select Pause task
Schedule it again when ready

Change Frequency

Update how often it runs:

Open the task
Open the scheduling dialog
Select a new frequency
Save changes

Delete Schedule

Remove automation but keep the task by opening its scheduling dialog and selecting Pause task.

Data Sources That Filter Rows per Member

Scheduled tasks run without a person, so they can't use a team data source that shows each person different rows. That's a source with per-member rules, or with tables and columns limited by member.

If you create or schedule a task that uses one, it's refused with a message like: "Scheduled tasks can't use Sales DB yet, because it shows each person different rows."
If a data source gets per-member rules after a task was scheduled, the task's schedule is turned off. Before saving, the person changing the rules sees which tasks will pause.
If the rules are turned off later, the task stays unscheduled. Its owner can schedule it again.

To keep a scheduled report, remove the per-member source from the task, or use a data source without per-member rules.

Schedule Limits by Plan

Plan	Scheduled Tasks	Frequencies
Free	0 (3 saved tasks, run manually)	—
Pro	Unlimited	Daily, Weekly, Monthly
Team	Unlimited	Daily, Weekly, Monthly
Enterprise	Unlimited	Daily, Weekly, Monthly

Troubleshooting

Task Didn't Run

Check schedule is enabled (not paused)
Check whether one of its data sources now has per-member rules
Verify time zone settings
Review run history for errors
Confirm plan supports scheduling