Schedule and Automate Agent Runs

Agents can automatically run at specific times or be triggered by events.

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Key Benefits and Use Cases

You don't have to manually start every agent task. Agents can handle recurring work on a schedule or run as an action within an automation.

Common use cases include:

• Weekly project health checks

• Project reviews

• Project comments

• Notifying users

• Sending a message after a run

You have two options available:

• Scheduled agent runs

• Automations with an agent

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Setting Up Scheduled Agent Runs

A scheduled agent run executes an agent on a defined schedule.

Create a New Scheduled Run

1. Navigate to your project and click the AI tab in the top navigation bar

1. In the Scheduled section, click + Add to the right of the search field
2. In the Create Scheduled Run modal, enter a descriptive Name
3. Select the desired agent from the available list under Agent
4. Add any additional Instructions if needed, or insert dynamic context sources (User, Team, Customer, Task, Project, Doc) through the Add Context button or by typing @ in the text field

1. Set the Repeat Interval
   Configure how often the agent should run under Repeat every:

   • Enter the number in the number field
   • Select the unit from the dropdown menu: Day(s), Week(s), Month(s), or Year(s)

2. Determine Execution Days and Time

   • On: Select the days of the week when the agent should run
   • At: Set the time for execution
   • Time Zone: Choose the appropriate time zone

3. Optionally assign the run to a Task

4. Click Save

Manage Scheduled Runs

Within the AI tab of a project, you'll see all agent runs set up for that project in the Scheduled section. For each run, you'll see the run name, the agent being executed, the repeat interval, and the creator of the scheduled run.

You can use the toggle to disable a scheduled run and enable it again later if needed, without deleting it.

Through the action button, you have additional options: you can edit a scheduled run, run it now, or delete it.

Using Project and Task as Context

A scheduled run is connected to a project. Additionally, you can select a task.

• If a task is directly connected to the run, the agent knows which task to work on.
• If a task is only used as context, without being directly connected to the thread, the run won't automatically appear directly with that task.

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Setting Up Automations with Agents

Agents can also run automatically when events occur in your project. You do this using a project automation.

1. Open your project Settings

2. Scroll to the Automations section and click + Add

3. Select the desired Trigger

4. Then click + Action to add an action

5. For agent-related actions, select the category with the robot symbol

6. Choose ...run agent with prompt

1. Select the appropriate Agent

2. Configure the Prompt for additional instructions

3. Click Save to activate the automation.

The automation determines when the agent run is triggered.

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Permissions and Accountability

Agents always operate with the permissions of the user under whose responsibility the run executes.

For a scheduled agent run, this is the user who created the schedule. For an automation, it's the user who set up the automation.

Always check the permissions of the user who set up the schedule or automation. If that user can't perform a specific action, the agent can't do it either.

Who Can Edit a Scheduled Run?

The user who created the schedule is responsible for editing it.

Other users can access or delete the run depending on their permissions. However, they can't edit the schedule's configuration.

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Scheduled Run vs. Automation

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FAQ

Can an agent automatically run recurring tasks?

Yes. Agents can run on a defined schedule.

What permissions does a scheduled agent run with?

With the permissions of the user who created the schedule.

What happens if a scheduled run fails multiple times?

Scheduled runs are automatically disabled after three consecutive failed executions. This prevents a faulty schedule from running unnoticed. Once a scheduled run is automatically disabled, you can review it and then enable it again.

Can agents be part of an automation?

Yes. Agents can be used as an action in automations.

Does an agent get additional rights through an automation?

No. The agent continues to work with the permissions of the user who configured the automation.