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Scheduling a Recurring Prompt

What you'll do

Create a saved prompt (instruction for an Agent) and schedule it to run automatically on a repeating cadence.

Before you start

You should have an idea of what you want the Agent to do repeatedly (e.g., "Generate a daily summary of open tasks"). Your administrator must have enabled scheduled prompts.

Steps

Step 1: Create or save a prompt

  1. Open the Agent chat or prompt interface.
  2. Write an instruction for what you want (e.g., "Generate a report of all open tasks due this week and email it to my team").
  3. If satisfied with the result, click Save prompt to save it for future use.

Step 2: Schedule the prompt

  1. On the saved prompt, click Schedule or Create schedule.
  2. Choose the frequency:
    • Daily — runs every day
    • Weekly — runs once a week (choose the day)
    • Monthly — runs once a month (choose the date)
  3. Set your timezone (for correct scheduling).
  4. Optionally enable Notify me when done so you get the result.
  5. Click Save schedule.

Step 3: Verify the schedule

  1. You should see the schedule listed on the prompt.
  2. It shows the next scheduled run time.
  3. Check back after the first run to verify it worked.

What happens next

On the scheduled time:

  1. The Agent runs your prompt automatically.
  2. An execution record is created with the result.
  3. If you enabled notifications, you receive a notification with the result.
  4. You can view execution history anytime to see past runs.

Editing the schedule:

  1. Click the schedule on the prompt.
  2. Change the frequency or timezone.
  3. Click Save.

Disabling without deleting:

  1. Click the schedule.
  2. Toggle Enabled off.
  3. The schedule won't run, but you can re-enable it later.

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