Scheduled Tasks let you set up recurring Copilot runs that automatically execute a prompt on a schedule, and remember their previous results. Use them to automate recurring analysis, reports, or Experience creation without having to remember to ask every time.
đ Available on all plans
Set from the Scheduled Tasks page, or from any chat in the Dashboard, from Slack, or your AI tool
What you can automate
Anything you'd otherwise have to remember to ask Copilot for is worth scheduling. Here are a few ideas:
Keep users connected to the latest updates: "Every Monday, check our Release Notes page for what shipped last week and draft an announcement."
Turn account audits into a habit. "Every month, audit my account and summarize what changed since last time."
Catch problems while they're small. "Every week, check for new friction points" or "Check weekly for any Experience with a sudden drop in completion rate."
Track a metric over time, without the manual pull. "Every quarter, calculate our NPS and compare it to the last one."
Know the moment a test is done. Skip checking in on a running experiment yourself. "Every Monday, tell me if any A/B test running has a clear winner yet."
Creating a Scheduled task
Task creation happens conversationally; tell Copilot what you want done and how often. Copilot might ask you follow-up questions if it needs more details before creating the task. The task's name is auto-generated from your promptâyou can rename it at any time.
What a task remembers
Every run is saved and listed on the task's page, so you build a dated record you can page back through. Each run opens as a Copilot chat â read it in full, and carry on the conversation from there with all of that run's context.
Each run does its work fresh. A run knows when its previous runs occurred and whether they succeeded, but does not yet know what they produced. If you want a task to compare against last week or skip what it already covered, put that in the prompt and point it at the source â "check the release notes published since last Monday" â rather than relying on the task to remember.
Managing a task
Visit the Scheduled Tasks page to review the Tasks Copilot runs. Clicking into each Task shows its name, schedule, and next run time.
From a Task's page, you can:
Run now: trigger the task immediately without waiting for the next scheduled run
Pause or resume: suspend a task without deleting it
View run history: each past run shows as a Copilot chat you can open and dive in deeper with full context
âšď¸ Use @mentions to reference a Scheduled Task in a conversation, the same way you'd reference an Experience, Theme, or audience.