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AutomationTasks (Schedules)One-time tasks

One-time tasks

A one-time task runs an agent once. Use it for ad-hoc runs, batch operations, or scheduled-but-non-recurring jobs.

Create a one-time task

  1. Open Tasks → New task.
  2. Fill in the Basic Information:
    • Title (required) — clear, action-verb. e.g., “Generate Weekly Sales Report”.
    • Description (required) — context, expected outcome, references. ≥ 4 lines recommended.
    • Priority — Low / Medium / High / Critical. Task Basic Information
  3. Assign AI employees: open the dropdown, search, and pick one or more agents. AI Employee Selection
  4. AI prompt — write the instruction manually, or click Generate AI Prompt to have it drafted from your title + description, then review. AI Prompt Configuration Generate AI Prompt
  5. Pick execution type:
    • Start immediately — task begins as soon as you create it.
    • Schedule for later — pick a date and time; the task fires automatically. Scheduling Options Date and Time Picker
  6. Click Create Task.

Crafting good AI prompts

Structure prompts as:

  1. Objective — what needs to be accomplished.
  2. Context — relevant background.
  3. Steps — break down the process.
  4. Constraints — limitations or requirements.
  5. Output — desired format.

Example:

Objective: Generate a weekly sales report for the executive team.

Context: Analyze sales data from the past week, comparing against
previous week and monthly targets.

Steps:
1. Retrieve sales data from the database.
2. Calculate total sales, growth %, top products.
3. Generate comparative visualizations.
4. Summarize findings and trends.

Constraints:
- Include only completed transactions.
- Filter out test/demo accounts.
- Focus on revenue, not units sold.

Output: PDF report with executive summary, charts, and data tables.

After creation

Save Task Actions

  • Immediate: task appears with Active status; assigned agents start processing.
  • Scheduled: task appears with Pending status and a countdown.
  • Either way, monitor via Execution & monitoring and History & logs.

Form validation

The form will not submit until:

  • Title is non-empty.
  • Description has minimum content.
  • Priority is selected.
  • At least one AI employee is assigned.
  • AI prompt is provided.
  • Schedule settings are valid (if scheduled).
OverviewRecurring tasks (scheduling)