Automation and Tasks
How to schedule recurring work so your AI handles it automatically.
The big picture
Some work needs to happen regularly — generating reports every Monday, checking for updates every morning, sending summaries at the end of each week. Instead of remembering to do these things yourself, you can set them up as tasks and let the AI handle them automatically.
Tasks are scheduled work that runs on its own. You define what needs to happen, set a schedule, and Opisense takes care of the rest.
How tasks work
There are two ways to create a task — both equally valid:
Ask in chat — The simplest approach. Just tell your assistant or an agent: "Create a daily task to summarize my inbox every morning." They have built-in tools to create, edit, and manage tasks right from the conversation.
Use the task wizard — If you prefer a visual form, the task wizard walks you through the process step by step:
- Describe the work — Tell the AI what you want done, in plain language. For example: "Summarize all new support tickets from the past 24 hours and send me a bullet-point recap."
- Set the schedule — Choose how often it should run: daily, weekly, monthly, or a custom interval.
- Pick the agent — Decide whether your personal assistant or a specific agent should handle it.
- Review and activate — Check the details and turn it on.
Once a task is active, it runs automatically at the scheduled time. You can check results, pause tasks, adjust the schedule, or turn them off at any time.
Monitoring results
Every time a task runs, Opisense logs the result. You can review what happened, see the output, and check whether everything went as expected. If something doesn't look right, you can adjust the task instructions and it'll apply to the next run.
Tasks run in the background — you don't need to be online or have Opisense open. Results will be waiting for you when you check in.
When to use tasks vs. just asking
Not everything needs to be a scheduled task. Here's a quick way to think about it:
- Just ask your assistant when it's a one-time thing or something you'll only need occasionally. "Summarize this document" or "Draft a response to this email."
- Create a task when it's recurring work that follows the same pattern. "Every Monday at 9am, pull last week's sales numbers and send me a summary."
If you catch yourself asking your assistant the same thing every day, that's a good sign it should be a task.
Key terms
- Task — A piece of work that runs automatically on a schedule. Tasks are created with the task wizard and can be paused, edited, or deleted at any time.
- Schedule — The recurring interval for a task — daily, weekly, monthly, or custom. You control exactly when and how often tasks run.
- Automation — The broader concept of having AI do work without manual intervention. Tasks are the primary way you set up automation in Opisense.
In practice
Here are some popular ways teams use tasks:
- Morning briefings — "Every weekday at 8am, summarize my calendar, unread messages, and any updates from yesterday."
- Weekly reports — "Every Friday at 4pm, compile this week's project activity into a summary."
- Data monitoring — "Every day, check the knowledge base for newly uploaded documents and send me a list."
- Content drafts — "Every Monday, draft a social media post based on our latest blog article."
Each of these runs hands-free once set up. You review the output, make any tweaks, and move on with your day.