Tasks & Scheduling
The Tasks system allows you to schedule your experts to run automatically at specific times or intervals. Each task can have its own workspace with todos and files, making it perfect for recurring reports, data processing, monitoring, and automated workflows.Overview
Scheduled Execution
Run tasks on a schedule or on-demand
Task Workspace
Each task has its own todos and files
Automation
Set it and forget it automation
Accessing Tasks
Navigate to Tasks in the main sidebar to access the scheduler interface.
Task Views
The scheduler offers three different views:- List View
- Calendar View
- Form View
Best for: Managing individual tasksSee all tasks in a list with:
- Task name and description
- Schedule information
- Status (active/paused)
- Last run time
- Next run time
- Quick actions
- ▶️ Run Now
- ⏸️ Pause/Resume
- 📂 Open Workspace
- ✏️ Edit Task
- 🗑️ Delete Task
Creating a Task
1
Open Task Form
Click Create New Task or switch to Form View
2
Basic Information
- Task Name: Descriptive name for the task
- Description: What this task does
- Expert/Assistant: Select which AI to use
- Priority: High, Medium, or Low
3
Configure Schedule
Choose scheduling method:
- Cron Expression: For complex schedules
- Simple Interval: Every X hours/days
- One-time: Run once at specific time
- Manual Only: No automatic schedule
4
Set Input
Define what the expert should do:
- Prompt/Instructions: Task instructions
- Input Data: Pre-defined data or variables
- Context: Additional information
5
Configure Output
How to handle results:
- Save to Workspace: Store files automatically
- Send Notification: Email or webhook
- Trigger Webhook: POST results to URL
- Update Database: Store in system
6
Save & Schedule
Review and save the task. It will run according to schedule.
Schedule Configuration
Cron Expressions
Use cron syntax for precise scheduling:Simple Intervals
For basic repeating tasks:- Hourly
- Daily
- Weekly
- Monthly
Task Workspace
New Feature! Each task has its own workspace separate from chat conversations.
Opening Workspace
Click Open Workspace on any task to access its dedicated workspace with: Tasks Tab:- Todo list specific to this scheduled task
- Track multi-step processes
- Monitor task progress
- Add manual todos for planning
- Files generated by the task
- Input data files
- Output reports
- Logs and results
Workspace Features
Persistent State
Workspace persists between task runs
Version Control
Track changes across executions
File Management
Organize outputs by run date
Todo Tracking
Multi-step task management
Workspace Example
Use Cases
1. Daily Reports
Sales Analytics
Sales Analytics
Schedule: Every day at 8 AMTask:
- Fetch sales data from previous day
- Calculate key metrics (revenue, orders, conversion)
- Generate comparison charts
- Write summary report
- Email to management team
- Daily report PDF
- CSV data file
- Chart images
- Email notification
System Health Report
System Health Report
Schedule: Every 6 hoursTask:
- Check server status
- Monitor error rates
- Review performance metrics
- Alert on anomalies
- Health dashboard JSON
- Alert notifications (if issues)
- Historical logs
2. Data Processing
ETL Pipeline
ETL Pipeline
Schedule: Every hourTask:
- Extract data from source systems
- Transform and clean data
- Load into data warehouse
- Validate data quality
- Processed data files
- Quality reports
- Error logs
- Success/failure notifications
Batch Analysis
Batch Analysis
Schedule: Daily at midnightTask:
- Process accumulated data
- Run machine learning models
- Generate predictions
- Update dashboards
- Analysis results
- Prediction files
- Model performance metrics
3. Content Generation
Social Media Posts
Social Media Posts
Blog Article Drafts
Blog Article Drafts
Schedule: Weekly on MondaysTask:
- Research topic trends
- Outline article structure
- Write draft content
- Suggest images and SEO
- Article drafts
- SEO recommendations
- Image suggestions
- Publishing checklist
4. Monitoring & Alerts
Website Monitoring
Website Monitoring
Schedule: Every 15 minutesTask:
- Check website availability
- Test key user flows
- Monitor response times
- Alert on failures
- Uptime status
- Performance metrics
- Incident alerts
- Historical logs
Security Scans
Security Scans
Schedule: Daily at 2 AMTask:
- Scan for vulnerabilities
- Check security updates
- Review access logs
- Generate security report
- Vulnerability report
- Update recommendations
- Security alerts
- Compliance status
Task Execution
Execution Flow
Execution Logs
Each task execution creates a log entry:- Start Time: When execution began
- End Time: When it completed
- Duration: How long it took
- Status: Success, Failed, or Cancelled
- Output Summary: What was produced
- Error Details: If any errors occurred
- Resource Usage: Tokens, API calls, etc.
Manual Execution
Run any task manually:1
Find Task
Locate the task in List View
2
Click Run Now
Click the ▶️ Run Now button
3
Confirm
Confirm manual execution
4
Monitor
Watch real-time execution in the log
Output Handling
Save to Workspace
Automatically save outputs to the task’s workspace:Email Notifications
Send results via email:Webhook Integration
POST results to external systems:Database Storage
Store results in database:Task Management
Pausing Tasks
Temporarily stop a task without deleting:- Click Pause in task actions
- Task won’t run on schedule
- Can resume anytime
- Workspace preserved
- Maintenance windows
- Testing other configurations
- Temporary suspension
- Seasonal adjustments
Editing Tasks
Modify existing tasks: Editable fields:- Schedule
- Input instructions
- Output handling
- Notification settings
- Task ID
- Historical execution logs
- Existing workspace files
Deleting Tasks
Permanently remove a task:1
Select Task
Find the task to delete
2
Click Delete
Click the 🗑️ delete icon
3
Confirm
Confirm deletion (this is permanent!)
Best Practices
Naming Convention
Use descriptive names:✅ Good:
- “Daily Sales Report - 9 AM”
- “Hourly Server Health Check”
- “Weekly Content Generation”
- “Task 1”
- “Report”
- “Check”
Schedule Wisely
Consider:
- Off-peak hours for heavy tasks
- Business hours for reports
- Data availability timing
- API rate limits
- Heavy processing: 2-4 AM
- Reports: 8-9 AM before work
- Monitoring: Every 15 min
Error Handling
Always configure:
- Error notifications
- Fallback behavior
- Retry logic
- Escalation procedures
- Missing data
- API failures
- Network issues
- Invalid inputs
Resource Management
Monitor:
- Execution duration
- Token usage
- API costs
- Storage growth
- Adjust frequency if needed
- Clean old workspace files
- Use efficient prompts
- Archive old results
Troubleshooting
Task Not Running
Task Not Running
Check:
- Is task active (not paused)?
- Is schedule configured correctly?
- Are credentials valid?
- Is expert/assistant available?
- View execution logs
- Try manual run
- Check cron expression
- Verify permissions
Execution Failures
Execution Failures
Common causes:
- Invalid input data
- API key expired
- Rate limits exceeded
- Network timeouts
- Expert configuration issues
- Review error logs
- Test inputs manually
- Check API keys
- Adjust rate limits
- Update expert configuration
Missing Outputs
Missing Outputs
Verify:
- Output handling configured?
- Workspace save enabled?
- Correct file paths?
- Permissions set?
- Execution logs for errors
- Workspace files tab
- Email delivery logs
- Webhook response codes
Workspace Issues
Workspace Issues
If workspace not updating:
- Refresh the workspace view
- Check task execution completed
- Verify save_to_workspace enabled
- Review execution logs
- Check execution success
- Verify file generation in logs
- Look for error messages
- Contact support if persists
- Research trending topics
- Generate post ideas
- Create engaging content
- Schedule for publishing
Output: