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AutomationTasks (Schedules)Recurring tasks (scheduling)

Recurring tasks

Recurring tasks fire on a schedule and keep firing until you stop them or the end date is reached.

Recurring Task Configuration

Create a recurring task

  1. Start a new task — see One-time tasks for the basics (title, agents, prompt).
  2. Toggle the Recurring switch.
  3. Set the recurrence:
    • Frequency — Daily / Weekly / Monthly.
    • Interval — every N days/weeks/months.
    • Start date — when recurrence begins.
    • End date (optional) — when recurrence stops.
  4. Click Create Task.

Common patterns

PatternFrequencyInterval
Daily reportDaily1
Weekly summaryWeekly1
Monthly analysisMonthly1
Bi-weekly updateWeekly2

What happens at run time

  • First execution runs at the configured start date + time.
  • Subsequent executions follow the recurrence pattern.
  • Each run creates a separate execution history entry. See History & logs.
  • The task stays active until you disable it or the end date is reached.

Time zone & date/time picking

Date and Time Picker

  • All times are in your workspace timezone.
  • Verify timezone in Settings → Workspace settings.
  • For distributed teams, consider the receiving team’s working hours, not yours.

Tips

  • Schedule resource-heavy tasks off-peak (early morning, weekends).
  • Group related recurring tasks so they run sequentially; this is easier to monitor than scattered jobs.
  • Monitor the first few executions — recurring tasks fail silently if you don’t watch them.
  • Use an end date for time-bounded campaigns. Otherwise the task runs forever until someone notices.
  • Avoid prompts that reference “today” without a date — model interpretations of “today” can be inconsistent across runs.