> ## Documentation Index > Fetch the complete documentation index at: https://docs.bagofwords.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a scheduled task for recurring analysis > Run a prompt on a schedule, so a monthly digest or weekly check is ready without anyone asking for it. A scheduled task runs a prompt on a schedule. At each run, the agent answers the prompt again on fresh data and adds the answer to a report. Set up a monthly sales digest once and the agent writes it on the first of every month. Scheduled tasks on the Automations page ## Before you start * **You can use an agent.** This guide uses the **Music Store** demo agent. Its invoice data ends in December 2025, so the prompts ask for "the latest month in the data" instead of "last month". * **Your organization's timezone is set** (optional). Scheduled times use the organization timezone. If no timezone is set, they use UTC. Only an admin can change it (Step 1). ## Step 1: Set the organization timezone Open **Admin → General**. Under **Organization timezone**, pick your timezone, for example **America/New\_York**, and click **Save changes**. Organization timezone in Admin → General A task set to run at 08:00 now runs at 8:00 AM New York time. Times on the task, like **Next run**, are shown in this timezone. ## Step 2: Create the task Open **Automations** in the sidebar and stay on the **Scheduled** tab. Click **New task**. The **Schedule a task** window opens. 1. **Title:** type a short name, such as *Monthly sales digest*. The title appears in the task list and on the notification. 2. **Prompt:** click **Auto** at the bottom of the prompt box and choose **Music Store**. Then type the prompt: > *For the latest full month in the data, show total revenue, invoice count and average invoice value vs the prior month, plus the top 5 countries by revenue as a bar chart. Keep it to 5 bullets.* 3. **Schedule:** choose **Recurring**. Set **Every** to **month**, **at** to **08:00** and **on day** to **1**. 4. **Results:** keep **This report**. The Schedule a task window, filled in The schedule can be **Every** *N* **minutes** or **hours**, or every **day**, **weekdays**, **week** or **month** at a full hour. For **week**, choose one or more days. For **month**, choose a day from 1 to 28. **Results** controls where each run goes: * **This report** adds every run to the same report. The agent can see earlier runs and comment on trends. * **New report per run** creates a new, dated report for each run, so every run starts from a clean report. Click **Schedule**. The task appears on the **Scheduled** tab, with its schedule (**Monthly on day 1 at 8:00 AM**) and a link to its report. Use **Recurring** schedules. The **One-time** option doesn't work reliably yet. ## Step 3: Run it now to check the result You don't have to wait for the first run. Click the task to open it, then click **Run now**. The run starts right away and the report opens. Each run appears in the report under a **Scheduled run** heading, with the date and time and the number of steps and queries. Under it you see the prompt, the queries the agent ran, the chart, and the answer. A scheduled run in the report, with the task listed in the Summary panel The report's **Summary** panel lists the task under **Scheduled tasks**, with its schedule and status (**Active**). Click **Run now** while you write the prompt, and change the prompt until the answer looks right. In the **Schedule a task** window, **Run now** saves the task and runs it. ## Step 4: Check the task On **Automations**, click the task. The **Scheduled task** window shows: * The prompt, **Schedule**, **Agents**, **Model** and **Results**. * **Next run** and **Last run**, shown in the organization timezone. * **Previous runs**. With **This report**, runs are added to one report, so you read them there. With **New report per run**, each run is listed here with a link to its report. The Scheduled task window, with the next and last run Click **Edit** to change the prompt, schedule or results. When you're done, click **Update**. ## Step 5: Create a task from chat You can also ask the agent for a schedule in a report. In a report that uses **Music Store**, send: > *Every Monday at 9am, send me the top 5 genres by revenue for the latest month in the data* The agent creates the task and shows it as a card in the chat, with its schedule (**Mon at 9:00 AM**) and status (**Active**). The task also appears in the report's **Summary** panel and on **Automations**. A scheduled task created from chat Tasks you create from chat run at most once an hour. You can also click the clock icon in a report's prompt box (**Schedule a prompt**). It opens the same **Schedule a task** window for that report. ## Step 6: Get the results When the prompt asks to be told the result ("send me", "notify me"), the agent sends a notification at the end of each run. It appears under **Notifications** in the sidebar. The title and summary are written by the agent. A notification sent by a scheduled run If your organization has email set up, the **Schedule a task** window also shows **Email a summary after each run**. Turn it on and add members or email addresses to email them a summary after each run. ## Step 7: Pause, resume or delete a task On **Automations**, use the switch on the right of a task to pause it or turn it back on. You can also turn **Active** on or off in the **Scheduled task** window. A paused task keeps its prompt and schedule but doesn't run. Use **Active** and **Paused** above the list to filter tasks. Paused tasks on the Automations page To remove a task, open it and click **Delete**, or hover over the task in the list and click the trash icon. ## More prompts to try | Goal | Prompt | | - | - | | Sales alert | *Every weekday at 8am, compare revenue for the latest month in the data with the month before. If revenue dropped more than 10%, notify me with the top 3 countries behind the drop.* | | Customer churn watch | *Every Monday at 9am, list customers who bought in the prior 6 months of the data but not in the latest 3 months, with their country, support rep and lifetime spend. Notify me if the list grows.* | | Rep leaderboard | *On the 1st of every month at 8am, rank support reps by revenue from their customers for the latest month in the data, as a bar chart, and say who moved up or down since last run.* | ## Tips * **Write the prompt for a run with nobody there.** Nobody can answer a follow-up question during a scheduled run. Name the period, the numbers and the format you want. * **Say "the latest month in the data"** when your data isn't up to date. "Last month" means the calendar month, which may have no data. * **Use This report for trends.** The agent sees earlier runs in the same report and can say what changed. Use **New report per run** when each run should start from scratch. * **A task re-runs the whole prompt.** The agent writes new queries and a new answer each time. This is different from refreshing the data in a dashboard. * **Rename the report.** A task created from **New task** gets a report named **Scheduled task**. Rename it so it's easy to find in the sidebar. ## Troubleshooting * **The task runs at the wrong hour.** Check **Organization timezone** in **Admin → General**. If it's not set, schedules use UTC. * **There is no Next run.** The task is paused. Turn it back on. * **Nobody was notified after a run.** Ask for it in the prompt ("notify me with …"), or turn on **Email a summary after each run** if your organization has email set up. ## Related * [Reports](/using-bow/reports) * [Dashboards](/using-bow/dashboards) * [Settings](/using-bow/settings) * [Train an agent](/agents/train-an-agent) * [Runs and traces](/observe-and-govern/runs-and-traces) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.