Create and Edit Scheduled Tasks

What you'll build

A recurring automated task that runs on a schedule — from daily health checks to weekly reports. Learn more → Scheduled Tasks. Time: ~5 minutes.

Prerequisites

• An agent with the connectors and permissions needed for your task
• A clear understanding of what you want to automate

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Create a scheduled task

1. Open Scheduled Tasks

Navigate to your agent → Builder → Scheduled tasks.

2. Click Create Task

Click Create task in the toolbar.

3. Define your task

Fill in the form:

Field	Example value
Task name	Daily Health Check
Task details	Check Azure Resource Health for all resources in prod-rg. Summarize healthy, warning, and critical counts.
Frequency	Daily
Time of day	9:00 AM

Leave optional fields at their defaults:

• Response subagent — leave empty to use the main agent
• Message grouping for updates — "Use same thread" groups results together
• Agent autonomy level — Autonomous (Default) lets the agent act without approval

Conditional schedule fields

When you select Weekly, a Day of week dropdown appears (default: Monday). For Monthly, a Day of month dropdown appears (default: 1). For Custom cron, the time picker is replaced by a Cron expression (UTC) text field.

4. Click Create task

Checkpoint: Your task appears in the list with status On. You should see the task name, frequency, and next run time you configured.

Verify it works

After the first scheduled run, click the task name to view execution history. Each execution creates a conversation thread showing:

• Planning steps — how the agent decided what to do
• Tool usage — which connectors and tools were called, with timing
• Memory context — relevant past findings the agent considered
• Outcome summary — results, recommendations, and any notifications sent

If a run failed, the thread shows the error. After 3 consecutive failures, the task status changes to Failed.

Edit a scheduled task

Need to change the schedule, update instructions, or switch the agent mode? Edit the task directly — no need to recreate it.

1. Select the task

In the task list, either:

• Check the task's checkbox and click Edit task in the toolbar
• Or click the task name to open it directly

2. Modify fields

The edit dialog opens with all current values pre-populated. Change what you need:

What to change	Field to update
When it runs	Frequency and Time of day
What it does	Task details
Who handles it	Response subagent
How long it runs	Repeat until or Run limit
Safety level	Agent autonomy level

3. Click Save

Your changes take effect immediately. The next run uses the updated configuration.

tip

Use Refine with AI on the Task details field to improve your instructions after seeing initial results.

Alternative: Create from the Agent Canvas

You can also create a scheduled task directly from a custom agent node in the canvas view. This approach pre-selects the custom agent as the task responder — useful when you want a specialized custom agent to handle the task.

1. Go to Builder → Agent Canvas
2. Find the custom agent you want to assign the task to
3. Click the circular + button on the left side of the custom agent node
4. Under the Trigger group, click Add scheduled task
5. The create dialog opens with the Response subagent pre-selected — fill in the remaining fields as described above

The task appears both on the canvas (connected to the custom agent) and in the Scheduled tasks list.

Common schedules

Use case	Frequency	Time
Morning health check	Daily	9:00 AM
Hourly error scan	Custom cron: 0 * * * *	Every hour
Weekly cost report	Weekly (Monday)	8:00 AM
Monthly capacity review	Monthly (1st)	9:00 AM

What you learned

• How to create a scheduled task from the Scheduled tasks page and from the Agent Canvas
• How to configure frequency, time, and response custom agent
• How to edit and verify scheduled tasks

Related

Resource	What you'll learn
Scheduled Tasks →	Full capability reference
Workflow Automation →	Connect tasks with triggers and custom agents
Custom agents →	Assign specialized custom agents to handle scheduled tasks