Task Wizard

The task wizard is your guided path to creating automated tasks. It breaks the setup into clear steps so you don't miss anything important. Here's exactly what you'll see at each stage.

Opening the wizard

Navigate to Tasks in the sidebar and click New Task. The wizard opens in a focused view that walks you through five steps.

Step 1: Describe the work

The first screen asks you to write your task instructions. This is the most important part — it's what the AI will follow every time the task runs.

Write in plain, natural language. Describe what you want done, where the AI should look for information, and what the output should look like.

Example:

"Every time this task runs, check the Engineering project for any new documents added since the last run. Summarize each one in 2-3 sentences and compile them into a single update."

Step 2: Set the schedule

Next, choose how often the task should run. The wizard offers preset intervals:

• Daily — Runs once per day at a time you choose
• Weekly — Runs once per week on a specific day and time
• Monthly — Runs once per month on a specific date and time
• Custom — Set your own interval (e.g., every 3 days, twice a week)

Pick the frequency that matches your needs. You'll also set the specific time of day you want the task to execute.

Step 3: Choose the agent

Select which AI should handle this task. Your options are:

• Your personal assistant — Good for general-purpose tasks that don't need specialized knowledge
• A specific agent — Better for tasks that fall within a particular domain, like customer support or data analysis

If you're not sure, start with your personal assistant. You can always reassign the task to a different agent later.

Step 4: Connect knowledge and skills

This step lets you give the AI the resources it needs:

• Knowledge sources — Attach documents, project files, or knowledge bases the AI should reference when running the task
• Skills — Enable specific capabilities the AI might need, like web search, data processing, or document generation

Not every task needs additional knowledge or skills. If your instructions are self-contained, you can skip this step.

Step 5: Review and activate

The final screen shows a summary of everything you've configured:

• Task instructions
• Schedule and timing
• Assigned agent
• Connected knowledge and skills

Review each section carefully. When everything looks right, click Activate to turn the task on. It'll run at the next scheduled time.

After activation

Once your task is live, you'll see it in the task dashboard with its status, schedule, and next run time. Head over to Managing Tasks to learn how to monitor results, pause, edit, or delete tasks.