Where to find it
In the deployment sidebar, open Scheduled (the clock icon, below Explore). The page lists the deployment’s tasks with their name, schedule, status, and description, and is searchable.Anatomy of a task
A task has:- Name (required) — how the task appears in the list.
- Description (optional) — a short summary shown in the list.
- Instructions (required) — the natural-language prompt the agent runs on each execution.
- Schedule — how often the task runs (see below).
- Enabled — a toggle to activate or pause a scheduled task.
Schedule options
Scheduled Tasks use the same schedule editor as dashboard scheduled refresh, offering these frequencies:- Manual — no schedule; the task runs only when you trigger it with Run now.
- Hourly, Daily, Weekly (with a day of the week), and Monthly (with a day of the month) — each with a time picker.
- Custom — a raw cron expression for full control.
Managing tasks
From the list, you can:- Create a new task. The New task button is a dropdown with two
options:
- Create with agent — opens a new Analytics Chat pre-seeded with a message asking the agent to explain scheduled tasks and interview you about what the task should do and when it should run. The agent then creates the task for you (see Managing tasks from chat).
- Set up manually — opens the create dialog where you fill in the task’s details yourself.
- Edit an existing task’s instructions, schedule, or details.
- Enable / Pause a scheduled task to control whether it runs on schedule.
- Run now — trigger a one-off run immediately. This works for both manual and scheduled tasks. Triggering a run shows a notification with a View link straight to the run’s chat thread, and the thread appears in the Recent Chats sidebar immediately.
- Delete a task. Deleting removes its schedule and stops all future runs.
Task detail page
Clicking a task in the list opens its detail page. The header shows a breadcrumb back to Scheduled Tasks, the task name, a status tag (Manual, Active, or Paused), and the description, along with actions to Edit (pencil), Delete (trash), and a primary Run now button. The page shows:- History — the task’s runs, newest first. Each entry is a timestamped link that opens that run’s chat thread. Currently-executing runs show a Running tag, and failed runs a Failed tag. The list shows the latest 50 runs; a “Showing the latest 50 runs” note appears once the cap is hit.
- Instructions — the task’s prompt.
- Repeats — the schedule in plain language.
Reading the output
Each run creates a chat thread containing the agent’s response. Open the thread in Analytics Chat to read the full answer, ask follow-up questions, or save results to a Workbook. Scheduled-run threads are marked in the Recent Chats sidebar with a clock icon (hover over it to see the “Scheduled task” tooltip). A run shows as Running while it executes, then completes or fails. A failed run’s thread shows a failure notice instead of an empty thread. The task runs headlessly under the security context of the user who created it, so it sees exactly the data that user can access.What the agent can do in a scheduled run
Beyond querying the semantic model, the agent in a scheduled run can:- Send email to workspace members — for example, “summarize yesterday’s signups and email the summary to me.” This requires the agent email tool to be enabled for the workspace; recipients are restricted to workspace members.
- Use web search.
- Create and update reports, workbooks, and dashboards, using the task creator’s permissions.