Agent Automatic Tasks

Automatic Tasks allow agents to run automatically based on schedules, events, or predefined triggers.

This is useful for recurring reports, monitoring activities, notifications, data processing, and other automated workflows without requiring manual interaction.

Create an Automatic Task

To create a task:

1. Open Agent Settings

2. Navigate to Automatic Tasks

3. Click Add Task

Available Triggers

Automatic tasks can be triggered in several ways:

Trigger	Description
At Regular Interval	Run repeatedly at a fixed interval
Based on Schedule	Run on a specific schedule
One-Time Run	Run once at a specified time
When Record Created	Run when a new record is created
When Record Updated	Run when an existing record is updated
When Record Deleted	Run when a record is deleted

Configure the Task

After selecting a trigger, configure the task settings.

Common options include:

Setting	Description
Schedule	Defines when the task should run
Message to Agent	Instructions the agent should execute on each run
Reply Options	Defines where task results should be sent

Reply Options

Task results can be:

• Do Not Reply

• Send to Slack

• Send to Telegram

Example: Send Monthly Order Summary to Slack

The following example sends an order report to Slack once per month.

Configuration

Setting	Value
Trigger	Based on Schedule
Schedule	Once a Month
Message to Agent	Generate a summary of all orders from the previous month and provide key insights
Reply Option	Send to Slack

How It Works

1. The task runs automatically once per month

2. The agent generates the order summary

3. The result is sent directly to the configured Slack channel

💡 Common Use Cases

• Scheduled reports

• Order summaries

• Customer activity monitoring

• Data quality checks

• Daily or weekly notifications

• Automated operational workflows