Scheduled tasks

If you are copying the same request into a chat for the second time, it is no longer a request — it is a task.

Creating one

Write it as a plain sentence in the chat:

Create a task: every Monday at 10:00 send the sales and stock report for the marketplaces.

The agent asks for anything missing and puts the task on a schedule. From then on it lives under Tasks, where you can see the run history, change the time, edit the wording, pause it or delete it.

Scheduled task, manual run or skill

When it should happenWhat to use
By the calendar: every Monday, every morning, on the 1stA scheduled task
It repeats, but you pick the moment: "once the month is closed", "once the export arrives"A task run by hand: "Run the stock report"
The same method is needed by several tasks and chatsA skill, referenced from the task as "follow the Call review skill"

The fastest route is not writing a brief from scratch but doing the job once with the agent and saying "do this every Monday at 10:00". Run the first task by hand, check the result, fix the wording — and only then hand it to the calendar.

What a task brief consists of

The agent running the task sees only its text. The order of the lines is practical: where to take from → what to do → what to deliver.

  1. Source — the service and the account by name: "Ozon, the Main account", "MoySklad".
  2. Period and breakdown — "for the past week", "per product", "per warehouse". A relative period, not dates.
  3. What to do — as steps with thresholds: "highlight products that dropped by more than 20%", "flag stock below 14 days of sales".
  4. Result format — "a message up to 10 lines", "an Excel table, one row per product", and what to leave out: "no general recommendations".
  5. What to do when there is nothing or the service did not respond — "if nothing changed, send nothing", "if the account did not respond, say so in one line and do not invent numbers".
  6. Where to deliver — chat, email, Telegram, MAX or Pachca.
BeforeAfter
Every Monday send the sales reportEvery Monday at 10:00 take Ozon, the Main account, for the past week: revenue and margin per product, comparison with the previous week and the 10 biggest drops. Deliver as a table, one row per product, plus five lines of conclusions. If the account did not respond, say so and do not invent numbers. Send to Telegram

Five rules

  • One account — one task. Two Ozon accounts and one Wildberries make three tasks. Each has its own run history, and a failed one does not drag the others down. Name the account in the text.
  • Name the task the way you say it out loud. "Monday sales", "Overdue invoices". That is the name you will use to run it by hand.
  • Thresholds instead of "if something is off". "Below 14 days of stock", "a drop over 20%". Without a threshold the agent sends everything and hands the decision back to you.
  • A watcher may stay silent. A task that watches prices or stock should write only when something changed. A daily "all fine" stops being read in the second week.
  • Access before the brief. The connector is linked, the key has its permissions, the account is chosen. A task without access can only return the question to you.

What people usually schedule

  • a morning digest of money and incoming requests;
  • weekly results: what was done, key numbers, next week's plan;
  • overdue invoices and expected payments;
  • new reviews and rating changes;
  • emails and tickets left without an answer;
  • stock levels, deliveries and warehouse reconciliation;
  • an industry and competitor digest.

Where results arrive

Wherever suits you: in the chat, by email or in a messenger — Telegram or MAX. The messenger has to be connected; the channel is chosen when the task is created and can be changed later.

Phrase a task as carefully as a request

Period, breakdown and format matter more here than in a one-off request: the task runs without you, and there is nobody to ask for clarification. "Send the sales report" is weak; "send revenue and margin per product for the week, as a file, with the 10 biggest drops" is what you want.

If a task delivered the wrong thing

Open it under Tasks and fix the wording — the brief can be changed at any time and the run history is kept. You can also trigger a single run by hand instead of waiting for the schedule.

Do not rewrite the task from scratch — add the one missing line: a threshold, a breakdown, a format, a ban on inventing. That way you can see from which run it got better.

If a task still needs you in its second month

It is not the schedule that needs fixing but one line of the brief: the account is not named while two are connected, access is missing, there is no rule for an empty result, no threshold, no format.

Frequently asked questions

How do I create a scheduled task?

Write in the chat "Create a task: every Monday at 10:00 send the sales and stock report". The task appears under Tasks and runs on its own.

Where does the result of a task arrive?

Wherever suits you: in the chat, by email, in Telegram or in MAX. The channel is chosen when the task is created and can be changed later.

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