Schedule and automate agent runs

Agents can run automatically at specific times or in response to events. In addition to specialized agents, you can also create scheduled runs with the awork Agent.

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Key benefits and use cases

Not every agent task needs to be started manually. Agents can handle recurring work on a schedule or run as an action within an automation.

Typical use cases include:

• Weekly project health checks

• Project reviews

• Project comments

• Notifying users

• Sending a message after a run

You have two options:

• Scheduled agent runs

• Automations with an agent

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Set up scheduled agent runs

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

Create a new scheduled run

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

1. In the Geplant section, click + Hinzufügen to the right of the search field
2. In the Geplante Ausführung erstellen modal, enter a descriptive name
3. Under Agent, select the agent you want from the available list. You can choose either a specialized agent or the awork Agent.
4. If needed, add additional instructions or add dynamic context sources (user, team, customer, task, project, doc) using the Kontext hinzufügen button or by typing @ in the text field.

1. Set the repeat interval
   Under Wiederholen alle, configure how often the agent should run:

   • Enter a number in the number field
   • Select a unit from the dropdown menu: Tag(e), Woche(n), Monat(e), or Jahr(e)

2. Set the days and time

   • Am: Select the days of the week when the agent should run
   • Um: Set the time for the run
   • Zeitzone: Select the appropriate time zone

3. Optionally, assign the run to a task

4. Click Speichern

When you create a project-related schedule, the current project is already selected.

Manage scheduled runs

In the AI tab of a project, you'll see all the agent runs set up for that project in the Geplant section. Each run displays its name, the agent being run, the repeat interval, and the creator of the scheduled run.

Use the toggle to deactivate a scheduled run and reactivate it when needed, without deleting it.

The action button gives you more options. You can edit a scheduled run, run it now, or delete it.

Use a project and task as context

A scheduled run is linked to a project. You can also select a task.

• If a task is directly linked to the run, the agent knows which task to work on.
• If a task is only used as context and isn't directly linked to the thread, the run won't automatically appear on that task.

Personal scheduled agent runs

Agent schedules aren't limited to projects. You can also set up private scheduled agent runs for your own user account.

1. Select AI from the Hauptmenü and click the Geplant button in the top-right corner.
   • In the Geplante Ausführungen modal that opens, switch between Alle, Meine, or Projekt, or use the Suche
2. Click the + Hinzufügen button in the top-left corner to create a new scheduled run.
   • Select the agent you want. In addition to specialized agents, you can also use the awork Agent here.
   • Optionally, select a project and a task.

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Set up automations with agents

Agents can also run automatically in response to project events. To do this, use a project automation.

1. Open your project Einstellungen

2. Scroll to the Automatisierungen section and click + Hinzufügen

3. Select the trigger you want

4. Then click + Aktion to add an action

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

6. Select …führe Agent mit Prompt aus

1. Select the relevant agent

2. Configure the prompt with any additional instructions

3. Click Speichern to activate the automation.

The automation determines when the agent run is triggered.

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Permissions and responsibility

Agents always use the permissions of the user responsible for the run.

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.

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

Who can edit a scheduled run?

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

Depending on their permissions, other users can access or delete the run. However, they can't edit the schedule configuration.

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Scheduled run vs. automation

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FAQ

Can an agent automatically handle recurring tasks?

Yes. Agents can run on a defined schedule.

What permissions does a scheduled agent run use?

It uses the permissions of the user who created the schedule.

What happens if a scheduled run fails multiple times?

Scheduled runs are automatically deactivated after three consecutive failed runs. This prevents a faulty schedule from continuing to run unnoticed. Once a scheduled run has been automatically deactivated, you can review it and then reactivate it.

Can agents be part of an automation?

Yes. You can use agents as an action in automations.

Does an agent get additional permissions through an automation?

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