Scheduled Tasks
# Scheduled Tasks
Scheduled Tasks let you automate recurring research workflows. Set a task once, and the AI Agent will run it automatically at the scheduled time — posting results directly into the linked conversation, even when you're away.
How to Create a Task
Option 1 — Ask the Agent
The easiest way is to just tell the Agent what you want in a conversation. It will create the task automatically.
Examples:
"Every Friday at 4pm, summarize the week's performance for NVIDIA and AMD."
"Every morning at 9am, give me a brief macro briefing — CPI trend, 10-year yield, and S&P 500 overnight move."
"Once next Monday at 8am, run a full deep dive on Tesla before the earnings call."
The Agent confirms the task and tells you when it will run. Results appear as a new message in the same conversation.
Option 2 — Create Manually
Open the Scheduled Tasks panel from the Agent sidebar and click + New Scheduled Task (or the + icon in the header). A form opens with the following fields:
| Field | Required | Description |
|---|---|---|
| Prompt | Yes | The exact instruction the Agent will execute at run time |
| Link to Chat | Yes | Which conversation the result will be posted into |
| Model | No | The AI model to use (defaults to Gemini 3.7 Flash) |
| Run at | Yes | Date and time for the first (or only) execution |
| Recurrence | No | How often to repeat — Once, Daily, Weekly, or Monthly |
Recurrence Options
| Option | Behavior |
|---|---|
| Once | Runs one time at the scheduled date and time, then marks as Done |
| Daily | Repeats every 24 hours at the same time |
| Weekly | Repeats every 7 days at the same time |
| Monthly | Repeats on the same day each month |
For recurring tasks, the next execution is automatically scheduled the moment the current one completes — whether it succeeded or failed. The chain never breaks.
Choosing a Model
When creating a task manually, you can pick which model runs the task:
| Model | Best for |
|---|---|
| Gemini 3.7 Flash (default) | Fast daily summaries, lightweight monitoring |
| Gemini 3.1 Pro | In-depth recurring reports |
| GPT-5 Mini | Quick structured outputs |
| GPT-5.1 | Complex multi-step analysis |
| Claude Haiku 4.5 | Fast and concise briefings |
| Claude Sonnet 5 | Balanced quality for regular reports |
| Claude Opus 4.6 | Highest quality for deep research tasks |
| DeepSeek V3 | Cost-efficient for high-frequency tasks |
| Grok 4.1 | Strong reasoning for macro analysis |
Each task run deducts Credits based on the model used and the length of the response.
Scheduled Tasks Panel
Open the panel from the Agent sidebar to manage all your tasks. Tasks are grouped by status using the tabs at the top:
| Tab | Shows |
|---|---|
| All | Every task — active ones first, then completed history |
| Pending | Tasks waiting to run |
| Running | Tasks currently executing |
| Done | Successfully completed tasks |
| Failed | Tasks that encountered an error |
Task Status Badges
Each task card displays a status badge:
- Pending (amber) — Scheduled and waiting for the trigger time
- Running (blue, animated) — Currently executing
- Done (green) — Completed successfully
- Failed (red) — An error occurred during execution
- Cancelled (gray) — The linked conversation was deleted or the task was cancelled
- Paused (gray) — A pending task that has been temporarily paused
Each card also shows:
- The task prompt (truncated to 2 lines)
- The linked conversation name
- Scheduled run time (for pending/running) or completion time (for done)
- Any error message if the task failed
Task Actions
Pending tasks
- Pause / Resume — Use the toggle switch on the right of the task card to temporarily pause a task. A paused recurring task will skip its next scheduled run and resume from the next cycle when re-enabled.
- Edit — Modify the prompt, model, scheduled time, or recurrence before the task runs.
- Delete — Remove the task permanently.
Done tasks
- View Result — Jump directly to the conversation where the result was posted.
- Delete — Remove from history.
Failed tasks
- Retry — Immediately re-queue the task for execution.
- Delete — Remove from history.
Viewing Results
When a scheduled task completes, an unread indicator appears on the linked chat in the sidebar. Open the conversation to read the Agent's response — it appears exactly like a normal message in the thread, with the full context of the conversation above it.
You can also click View Result directly on the task card in the Scheduled Tasks panel.
Completed Task History
Done, failed, and cancelled tasks are kept as a history log. By default, only the 10 most recent completed tasks are shown — click + more completed records to expand the full list.
Credits
Each task run consumes Credits based on the model selected and the complexity of the Agent's response. The system checks your Credit balance before running each task. If your balance is insufficient, the task will fail with an insufficient_credits error — top up your Credits in Settings to allow it to retry.