Tasks

Tasks automate recurring work on a schedule or trigger cadence. They are best used for predictable operations, reminders, and monitoring loops.

Open Tasks from the sidebar to configure them.

Task types

• Prompt
• Reminder
• Watcher
• Scheduled Playbook runs

Pick the simplest type that matches the outcome.

Reminder modes

• Plain: send reminder text directly
• Source: pull context from a source before composing reminder
• Agent: allow model/tool-assisted reminder generation

Guidance:

• Start with Plain for predictable delivery
• Move to Agent when synthesis or tool use is required

Scheduling triggers

• Once
• Cron

For production tasks, document schedule intent in the task description so operators understand why it exists.

Destinations

Task output can route to:

• In-app destination
• Desktop notification
• Channel preset destination
• MCP tool destination

Channel and MCP destinations are validated against current configuration.

Source-aware tasks

Watchers and source-based reminders can summarize updates and extract actionable changes. Keep criteria narrow so signal stays high.

Rollout guidance

1. Validate in-app delivery first
2. Move to channel/tool destinations after format is stable
3. Manually run tasks after edits
4. Keep one clear purpose per task

Operational tips

• Prefer channel presets over one-off destination values
• Keep cron schedules human-readable in descriptions
• Archive/disable stale tasks instead of leaving unclear automations active

Related detail pages

• Playbooks
• Channels
• Tools
• Security