Scheduling an agent

Scheduling is how you get to open your laptop and find the work already done: a morning brief in your inbox, a weekly report drafted before the meeting, an hourly sweep while you focus on something else.

The one thing to know: a schedule lives on a task, not on the agent.

Why the task

The task already has the agent, the context, the project and a place for results. The schedule only adds when. So you create the task that stands for the repeating work, such as "Morning brief", make an agent its assignee, and set how often.

The schedule controls

Once a task's assignee is an agent, the task panel shows:

Frequency: Paused, Run now, Run once, Hourly, Daily, Weekdays, Weekly or Monthly.
Time: for Daily, Weekdays, Weekly and Monthly, any time of day, to the minute. For Hourly it reads At minute, the minute past each hour.
Days: for Weekly, the days to run (Mon to Sun). Pick as many as you like.
Run at: for Run once, the date and time.

As soon as you choose a repeating Frequency, you'll see "Schedule created". The task card on the board then shows the schedule and the next run.

What each frequency does

Paused: the schedule is kept but doesn't run. Pick a frequency again to resume.
Run now: a Run button appears; press it to run once straight away.
Run once: runs once at the Run at time.
Hourly: every hour, at the minute you set.
Daily: every day at the time you set.
Weekdays: Monday to Friday at the time you set.
Weekly: on the days you pick, at the time you set. With no day picked, it runs on Mondays.
Monthly: on the 1st of each month at the time you set.

Example: a daily morning brief

In a project, create a task called "Morning brief".
Make an agent its assignee.
Set Frequency to Daily and Time to 09:00.

From tomorrow at 9:00, the brief is in your inbox each morning, and saved in the Knowledge Base too if the agent writes pages.

Example: a Friday report

Create a task called "Weekly report".
Make an agent its assignee.
Set Frequency to Weekly, pick Fri, and set Time to 15:00.

Where results land

Inbox: a note every time a run finishes, linking to the run's conversation.
The task: the agent can update it as it works, for example writing its result into the description or moving its status.
Knowledge Base: any pages the agent writes, in the Artifacts folder unless its instructions say otherwise.

Every scheduled task also appears on the project's calendar, and the board can show just the repeating ones.

Changing or stopping a schedule

Open the task and change Frequency. To stop without losing the settings, choose Paused.

For a full history of a schedule's runs, open it from the task card or the task panel: the schedule's own page shows each run, the next one, and Run Now.

When a run needs your approval

If the agent wants to do something sensitive with a connected app, such as send an email, the run pauses and waits for you. A notification in your inbox tells you the agent is paused, and the task card shows it's waiting for approval. Approve or deny the action in the run's conversation.

To let an agent go ahead without asking, turn on Auto-approve sensitive actions in its Plugins tab. It applies everywhere that agent works, so use it only for agents you trust. See Approvals and sensitive actions.

Tips

Times use the time zone of the browser you set the schedule from.
If a schedule keeps running and nobody looks at the results, Claos asks whether you still want it, and pauses it if you don't answer.
Pausing one task doesn't affect the agent's other tasks.