Recurring summaries and reports
Prepare weekly or monthly summaries from approved data and keep each output available for the team.
Tasks and Automation
Turn repeatable requests into one-time or recurring tasks. Choose the AI Agent, schedule, data, and connected tools, then review execution state and history from one place.
Scheduled tasks
One-time and recurring AI Agent runs
Prepare weekly sales summary
Every Monday, 09:00
Every Monday, 09:00
ScheduledReview campaign performance
Every weekday, 17:30
Every weekday, 17:30
ActiveRefresh product research
Jul 20, 14:00
Jul 20, 14:00
CompletedNext run
Monday, 09:00
Weekly sales summary
Uses workspace data
Runs with assigned AI Agent
Keeps execution history
Repeatable execution
Define the outcome once, give the task the right schedule and access, and keep the execution record available for review.
Describe the result, select an AI Agent, and attach the data or tools the work is allowed to use.
Run the task once at a chosen time or place it on a recurring schedule that matches the workflow.
Track scheduled, active, completed, and failed runs, then open the output or adjust the task when needed.
Automation in practice
Use scheduled AI work where a clear request, data boundary, and reviewable output can replace repeated manual effort.
Prepare weekly or monthly summaries from approved data and keep each output available for the team.
Review changes, exceptions, or activity on a schedule and surface the findings for follow-up.
Refresh market, competitor, or topic research at a defined cadence using the sources the task can access.
Use Skills, MCP apps, or your own API to perform authorized actions as part of a repeatable workflow.
More AI Agent capabilities
Start with one repeatable task, connect only the context it needs, and review the result after every run.