Automate your first task
Create a scheduled task that runs automatically so you can focus on higher-value work.
What you'll build
By the end of this guide, you'll have a working automated task that runs on a schedule you define. Your AI assistant will handle the work for you — whether that's generating reports, summarizing documents, or processing data — without you lifting a finger.
Prerequisites
- You've completed the onboarding wizard and have an active workspace
- Your AI assistant is set up and ready to go (this happens automatically during onboarding)
The quick way: ask your assistant
The simplest path is to skip the wizard entirely and just ask your assistant in chat:
"Set up a task to summarize my inbox every weekday at 8am."
Your assistant will confirm the details, create the task, and activate it. You can manage it later by saying things like "Pause that task" or "Change it to run at 9am instead."
If you'd prefer to configure everything yourself step by step, use the task wizard below.
Using the task wizard
Navigate to Tasks
Click Tasks in the sidebar to open the task management area. This is where all your automated tasks live — both active and paused. If this is your first time here, you'll see an empty state with a prompt to create your first task.
Click Create
Hit the Create Task button in the top-right corner. This launches the task wizard, which walks you through the entire setup in a few straightforward steps.
Describe what you want automated
The wizard starts by asking you to describe the work in plain language. Be specific about what you want done and what the expected output looks like. For example:
- "Summarize all new support tickets from the past 24 hours and send me a digest"
- "Review uploaded invoices and flag any with missing fields"
- "Generate a weekly status report based on project activity"
Don't worry about getting it perfect. You can always come back and refine the description later. The more context you provide, the better your assistant will handle the task.
Set your schedule
Next, choose how often the task should run. You can pick from common presets like daily, weekly, or monthly — or define a custom schedule. You'll also set the time of day and timezone so everything fires when you expect it.
Choose skills and knowledge
This step lets you connect additional capabilities. If your task needs access to specific documents, attach them from your knowledge base. If it requires special skills (like web search or data processing), enable those here.
Make sure you attach the right knowledge sources. Without them, your assistant won't have the context it needs to do the work accurately.
Review and activate
The final step shows a summary of everything — description, schedule, skills, and knowledge. Double-check the details, then click Activate. Your task is now live and will run on the schedule you set.
Monitor your first run
After activation, you can track the task's progress right from the Tasks page. Each run shows its status, output, and any issues. If something doesn't look right, click into the run to see the full details and adjust your task configuration as needed.
What's next?
You've got your first automated task up and running. Here are some ideas for what to explore next:
- Create more tasks — Automate other repetitive work like data entry, report generation, or content review
- Learn about automation concepts — Read Automation and Tasks to understand how scheduling, retries, and execution work under the hood
- Explore the Tasks feature — Check out the full Tasks reference for advanced options like conditional logic and chained tasks