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05 — DOCUMENTATION

Schedules

Topics

A schedule is a goal that comes back on its own. Work you do every week does not need starting every week.

Use this for recurring work: a weekly summary, a monthly check, a daily pass over incoming requests.

Creating a schedule

  1. Go to Schedules in the left rail.
  2. Describe what should happen each time, exactly as you would for a goal.
  3. Choose how often: hourly, daily, weekly or monthly.
  4. Switch it on. From then on it runs by itself and you see what came out of each run.

Where the result goes

A scheduled task runs while you are not there, so leaving the result waiting in the chat window is rarely useful. Under Delivery you set where it should go: a notification on your phone, a message in Slack, or a call into your own system.

Note

When several copies of the agent are running, exactly one picks up the schedule — so a scheduled task cannot run twice or cost twice. A schedule that would breach your spending limit does not run; it waits until there is room again.