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Imagine if you could tell an employee: “Every Monday morning, check the pipeline and email me a summary of who needs follow-up.” And they just… did it. Every Monday. Without you ever reminding them. That’s what schedules are. You tell your agent what to do and when to do it, and it handles it automatically — forever, until you tell it to stop.

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Why Schedules Matter

Without schedules, you have to remember to ask your agent for things every time. That works fine for one-off tasks, but for recurring work — daily lead checks, weekly reports, monthly reviews — you’d be spending time just remembering to ask. Schedules flip that around. Instead of you going to the agent, the agent comes to you:
7:00 AM Monday — Your agent posts a pipeline summary in your chat, showing which deals need attention this week. 8:00 AM every morning — Your agent checks for new leads that came in overnight and gives you a brief rundown. 5:00 PM Friday — Your agent generates a weekly performance report and saves it to your Work tab. 2:00 PM Thursday — Your agent reminds you about the call you need to make.
All of this happens without you lifting a finger. You set it up once, and it runs.

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How to Create a Schedule

There are two ways to set up a schedule:

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Option 1: Just Ask Your Agent (Easiest)

This is the fastest way. Just tell your agent what you want in plain language:
You: Every morning at 8am, check for new leads and send me a summary of who came in, what they’re interested in, and their contact info. Agent: Done! I’ve created a daily schedule for 8:00 AM. Every morning I’ll check for new leads and post a summary here with their name, interest, and contact details. You’ll see it in this chat when it’s ready.
More examples:
“Set up a weekly report every Friday at 4pm summarizing all deals that closed this week, total revenue, and any deals we lost.”
“Remind me every day at 9am to check my email.”
“On the first of every month, create a monthly performance report and save it to the Work tab.”
“Remind me on April 15th at 10am to renew our software licenses.”

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Option 2: Use the Schedules Tab (Visual)

If you prefer to configure things visually:
  1. Navigate to your agent in the sidebar
  2. Click on the Schedules tab
  3. Click New Schedule
  4. Fill in:
    • Name — A label for this task (e.g., “Morning Lead Check”)
    • Task — What your agent should do, written in plain language
    • Schedule type — How often it should run
  5. Click Save

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Schedule Types

You can run tasks on any of these intervals:
Runs at the same time every day.Example: “Every day at 8:00 AM, check for new leads and send me a summary.”Good for: Morning briefings, daily email checks, lead monitoring, end-of-day summaries.
Runs on the same day and time every week.Example: “Every Monday at 9:00 AM, review the pipeline and show me which deals haven’t had activity in 7+ days.”Good for: Weekly reports, pipeline reviews, follow-up reminders, team updates.
Runs every few hours throughout the day.Example: “Every 2 hours during business hours, check for new form submissions.”Good for: High-volume lead monitoring, social media checks, inbox monitoring.
Runs once at a specific date and time, then stops.Example: “On April 15th at 10:00 AM, remind me to renew our software licenses.”Good for: Reminders, deadlines, one-time tasks, follow-up nudges.
For more specific timing — like weekdays only, specific days of the month, or complex patterns.Example: “Every weekday at 6:00 PM” or “Every 1st and 15th of the month at 9:00 AM”Good for: Business-hours-only tasks, bi-weekly reports, end-of-month reviews.
If you’re not familiar with cron expressions, don’t worry — just tell your agent what schedule you want in plain language, and it’ll set it up correctly. “I want this to run on weekdays only at 6pm” works perfectly.

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Writing Good Task Instructions

The task instruction is the most important part of a schedule. It tells your agent exactly what to do when the schedule fires. Think of it as the instructions you’d leave for a coworker who’s covering for you.
“Check the pipeline for any deals that haven’t had activity in the past 7 days. For each stale deal, list the contact name, deal value, last activity date, and what stage it’s in. Post the results in chat as a numbered list. If there are no stale deals, just say ‘Pipeline is looking healthy — no stale deals this week.’”Why this works: It tells the agent exactly what to check, what information to include, what format to use, and what to do if there’s nothing to report.

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Good Instructions Include:

  1. What to check or do — “Look for new leads,” “Review the pipeline,” “Check email”
  2. What information to include — “Show me their name, deal value, and stage”
  3. What format to use — “Bullet points,” “A numbered list,” “A brief paragraph”
  4. What to do with the results — “Post it in chat,” “Save it as a report in the Work tab,” “Only notify me if there’s something urgent”
  5. What to do if there’s nothing — “If no new leads, just say ‘No new leads today’” (otherwise your agent might not say anything, and you’ll wonder if it ran)

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What Happens When a Schedule Fires

When it’s time for a scheduled task to run, here’s what happens behind the scenes:
1

Your agent wakes up in a separate session

Scheduled tasks run independently from your regular chat. Think of it as your agent stepping into a separate room to do focused work — it won’t interrupt or get confused with any conversation you’re having.
2

It executes your instructions

Your agent follows the task instructions — checking data, creating reports, looking up information, whatever you told it to do.
3

Results appear in your chat

When the task is complete, you’ll see the results posted in your chat panel. It looks just like a regular message from your agent.
4

Documents get saved to the Work tab

If the task produced a document (like a report or summary), it’s automatically saved to your Work tab where you can view, edit, and reference it later.
Here’s what a morning lead check might look like when it fires:
Agent (8:00 AM): ☀️ Good morning! Here’s your daily lead summary: 3 new leads overnight:
  1. Rachel Torres — Requested pricing for the pro plan, team of 15. Source: website form.
  2. Kevin O’Brien — Downloaded our whitepaper and asked for a demo. Source: landing page.
  3. Sunrise Wellness Clinic — Contact form submission asking about group rates for 80 staff. Source: referral from Dr. Patel.
I’ve created contacts for all three and added them to the pipeline at “New Lead.” Rachel and Kevin look straightforward — I’ve drafted response emails. The Sunrise Wellness inquiry is large enough that you might want to handle it personally. Want me to send the drafts to Rachel and Kevin?
That’s the power of schedules. You didn’t have to ask, check, or remember anything. It was all waiting for you when you opened your coffee and your laptop.
Be specific about what to do with results. If your task instructions don’t mention posting to chat or saving a report, your agent might do the work but not tell you about it. Always include something like “post the results here” or “save a report to the Work tab.”

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Managing Your Schedules

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From the Schedules Tab

Click on the Schedules tab on your agent’s page. You’ll see all your active schedules listed with their name, timing, and status. From here you can:
  • Pause — Temporarily stop a schedule without deleting it. Useful for vacations or slow periods. Click resume when you’re ready.
  • Edit — Change the task instructions, timing, or name. Maybe you want the report at 9am instead of 8am, or you want it to include different information.
  • Delete — Remove the schedule entirely.
  • View history — See past runs and their results. Useful for confirming tasks ran correctly.

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By Asking Your Agent

“Show me all my active schedules.”
“Pause the daily lead check — I’m on vacation next week.”
“Change the Friday report to run at 3pm instead of 5pm.”
“Delete the hourly email check — I don’t need that anymore.”
“When did the morning lead check last run? What did it find?”

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Example Schedules by Industry

Not sure what to automate? Here are proven examples:

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Sales & Business Development

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Insurance & Professional Services

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Events & Hospitality

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Consulting & Agencies

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Tips for Getting the Most Out of Schedules

Don’t try to set up 15 schedules on day one. Start with the most impactful one — probably a daily morning briefing — and add more as you see what’s useful.
After a schedule has run a few times, look at the results. Is the format right? Too much detail? Not enough? Tell your agent to adjust: “The morning report is too detailed — just give me the top 3 things I need to know.”
Your agent makes a great reminder system. “Remind me to follow up with Dr. Patel on April 3rd at 10am about the contract renewal.” Set it and forget it.
If your weekly report references pricing tiers or client categorizations, make sure that information is in your knowledge files. The schedule will be more accurate when it has good reference material.
Most people’s best schedule ideas come from the recurring tasks they always forget about. “I keep forgetting to check for new leads in the morning.” “I always mean to review the pipeline on Mondays but it slips.” Those are your first schedules.