Overview
Each space can have automated tasks that run on schedules. Space tasks execute AI conversations automatically, enabling hands-free operation of assistants for routine activities within the workspace.Viewing Space Tasks
In the space sidebar panel:- Tasks section with + button
- Shows task count or “No tasks scheduled yet” if empty
- Click + to create new tasks
- View scheduled and active tasks
Creating Tasks
From Space Sidebar
- Click the + button next to “Tasks”
- Configure task settings:
- Name - Descriptive task name
- Description - Task purpose
- Assistant - Which assistant to use
- Schedule - When to run (one-time, daily, weekly, monthly, custom)
- Prompt - What to ask the assistant
- Save the task
- Task runs automatically on schedule
Task Configuration
When creating tasks for a space, configure:- Execution Schedule - When the task runs
- Assistant Selection - Which space assistant to use
- Input/Prompt - What question or instruction to provide
- Output Destination - Where results are stored
Managing Tasks
Viewing Tasks
Access space tasks by:- Expanding Tasks section in sidebar
- Viewing all scheduled tasks
- Checking next run times
- Monitoring task status
Task Actions
For each task, you can:- View Details - See full configuration
- Edit - Modify settings
- Pause/Resume - Control execution
- Run Now - Execute immediately
- Delete - Remove task
Task Status
Tasks can be:- Active - Running on schedule
- Paused - Temporarily disabled
- Completed - One-time task finished
- Deleted - Removed from space
Task Integration
With Assistants
Tasks use space assistants to:- Execute automated conversations
- Generate regular reports
- Perform scheduled analysis
- Create recurring content
With Conversations
Task outputs are:- Saved as conversations
- Tagged with task name
- Searchable in conversation history
- Accessible to team members
With Data
Tasks can leverage:- Space data sources
- Updated information
- Dynamic content
- Current context
Best Practices
Clear Purpose: Define specific, measurable outcomes for each task.
Test First: Create one-time tasks to test before scheduling recurring runs.
Monitor Results: Regularly review task outputs to ensure quality.
Optimize Timing: Schedule tasks during appropriate times for your team.
Common Use Cases
Daily Reports
- Morning briefings
- End-of-day summaries
- Metrics updates
- Status reports
Weekly Summaries
- Week-in-review
- Progress reports
- Trend analysis
- Planning updates
Content Generation
- Regular blog posts
- Social media content
- Newsletter drafts
- Marketing materials
Data Analysis
- Automated insights
- Trend identification
- Anomaly detection
- Performance tracking
Schedule Types
One-time - Run once at specific date/time Daily - Execute every day Weekly - Run on specific days of week Monthly - Execute on specific day(s) of month Custom - Use cron expressions for complex schedulesTroubleshooting
Task Not Running
If a task doesn’t execute:- Check task status is Active
- Verify next run time
- Ensure assistant is available
- Check space permissions
Unexpected Results
If task output is wrong:- Review prompt configuration
- Check assistant settings
- Verify data sources
- Test manually first