In this guide
- Turning a task into a schedule
- Choosing frequency and recipients
- Editing or pausing a schedule
Where to find it
Open AI Marketer → Schedules.Steps
- Click Create with Agent and say what you want in chat, or open a ready-made task from View templates. The agent asks a few questions and creates the scheduled task.
- Open the task and click Edit to fine-tune it: When should this run? (On a repeating schedule or Once, at a specific time), How often should this run?, the time and Timezone, and the Slack channels and email recipients that get each result. Click Save.
- Click Run now to test the task right away.
- Use the toggle to pause or resume a repeating task. Refine with Agent lets the agent change it for you.