User Guide · Automation

Scheduled actions

Ask the Copilot to do something later or on a schedule, and manage those tasks in one place.

Scheduled actions are tasks the Copilot runs for you at a set time, once or on repeat. You create them by talking to the Copilot, for example “send a coupon to dormant customers Friday 8am” or “every morning at 9, show me the brief”. You confirm once, and the rest is automatic. Review them in Settings › Scheduled Actions.

Create a scheduled action

1. 1
   Open the Copilot

   Use the Copilot panel from anywhere in the dashboard.
2. 2
   Describe the task and the time

   Say what to do and when, e.g. “tomorrow at 10am, tag all unanswered chats as follow-up”.
3. 3
   Review the confirmation card

   The Copilot shows what it will do and when. Click Schedule it.

Send a 10% coupon to customers inactive for 60 days, Friday at 8am
Every morning at 9, give me a summary of yesterday's conversations
On the 1st of every month, remind me to review the campaign report

The Scheduled Actions page

Each task shows its status (pending, running, completed, failed or cancelled), how often it runs (Once, Daily, Weekly or Monthly), how many times it has run, and its next run, last run or creation time.

Cancel a task

Click Cancel on any upcoming task and confirm. Only pending tasks can be cancelled, and you need permission to run Copilot actions.

How tasks run

• Repeating tasks go back to Upcoming after each run, even if one run fails.
• One-time tasks that fail are marked Failed.
• Permissions are checked again when the task runs, so a task cannot do more than the person who created it.