Schedule assistant tasks

Scheduled assistant tasks run a saved request with an available agent. They are separate from personal to-do lists and remain distinct from a connected work calendar.

Create the task

1. Open Planned in the main navigation or under More, where this plugin member is enabled. In Automations, choose Create automation. A task can also start from the supported conversation action.
2. Enter its title and the instructions the agent should perform.
3. Choose an available agent.
4. Select the offered schedule and check its date, time and time zone.
5. Review and save the task.

The form can help draft the task. Review generated instructions and schedule before saving. If agent loading or validation fails, resolve the displayed error; unsaved input remains part of the form until you discard it.

Review execution

Open the task’s details or switch to Planned → Runs. Follow a running execution and open its conversation or result when complete. An execution can fail because the agent, connection, approval or quota it needs is unavailable; use the reported cause to decide the next action.

A saved schedule is not evidence of a successful run. Provider access and your applicable permissions still matter at execution time. Review actions requiring approval in their normal flow.

Change the task

Use the task’s available controls to adjust its instructions or schedule and confirm the saved values. Cancel or discard unsaved edits deliberately. To stop future work, use the offered task control rather than removing an unrelated provider account.

Verify the result

Confirm the saved task, its next applicable schedule and a completed run’s actual outcome. For an external change, check the destination app. Assistant results explains published file output.