Scheduling Tasks

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

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 and time, 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
Email notifications (paid plans)

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.

Schedule Limits by Plan

Plan	Scheduled Tasks	Frequencies
Free	0	—
Starter	2	Daily, Weekly, Monthly
Max	10	Daily, Weekly, Monthly
Business	20	Daily, Weekly, Monthly