Schedule an AI Agent

Schedule the agent

1) Open scheduled agents

From the AI menu, navigate to Scheduled agents.

2) Create a new scheduled agent

Click New scheduled agent, give it a name, and pick the underlying agent it should use. The schedule inherits whatever connections, integrations, and CLI access that agent already has.

3) Configure the task

The configuration page has two halves:

• Right panel - the actual settings: name, schedule, instructions, notifications, custom SQL, output format.
• Left panel - a chat where you can describe the task in plain English and let an AI build the configuration for you.

Either set things up manually or describe the task and let the agent fill it in.

4) Set the schedule

Pick from built-in presets, or write a custom cron expression for full control.

5) Set up notifications

Pick a notification channel - Slack, Teams, WhatsApp, or any other integration that's already wired up to the underlying agent. Only integrations the agent has access to will appear here.

6) Optional - custom SQL or output format

You can manually:

• Provide a SQL query the agent should run.
• Specify an output format - for example a PDF report, a formatted Slack message, or a threshold-based alert.