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Scheduled tasks, heartbeats, and run logs

Scheduled tasks are for "doing something at a specific time," while heartbeats are for "checking whether there's anything to do at regular intervals." Both depend on an available Agent and workspace.

从触发条件到 Agent 执行、发送通知和查看运行记录的自动化流程图
First confirm the trigger method and notification target, then let the Agent create it; after saving, test it once immediately.

Prioritize having the Agent create it

Stating the plan directly in [Work] is usually faster:

Agents can use the [Scheduled Tasks] tool to create and manage plans. When you need to precisely view, filter, or edit all tasks, use [Settings] -> [Scheduled Tasks].

Manual creation

1

1. Open [Settings] -> [Scheduled Tasks] -> [New]

Fill in the task name, and select the Agent and workspace.

2

2. Write the task prompt clearly

Explain the data location, outputs, boundaries, and success criteria. Scheduled tasks have no one beside them to ask follow-up questions, so the prompt should be more complete than in ordinary conversations.

3

3. Choose the execution schedule

You can choose one-time, interval, daily, weekday, weekly, or custom Cron. Confirm that the time zone and next run time are as expected.

4

4. Choose a notification channel and test

When external notifications are needed, choose a channel that already has a receiving target set up. After saving, click [Run] first, then check status, duration, and results in [Run History].

How to choose a scheduling method

Need
Recommended approach
Example

Run only once at a certain time

One-time

Remind to submit materials tomorrow afternoon

Check at fixed minute intervals

Interval

Check task status every 30 minutes

Fixed daily or weekdays

Daily / Weekdays

Daily reports, startup checks

Fixed day of the week

Weekly

Generate a weekly report every Friday

Complex calendar rules

Cron

Already familiar with Cron and need combined conditions

Use case: weekday daily reports

Configuration
Suggested starting point
Why
Notes

Agent

Use a dedicated Agent that has already successfully run the daily report manually

Avoid having automated tasks take on unverified workflows

Do not temporarily switch models and tools

Workspace

Contains only the input and output directories for daily reports

The input boundary is clear, and outputs are easy to find

Do not overwrite the raw data

Schedule

[Weekday] and confirm the next run time

More intuitive than writing Cron by hand

Whether to run on holidays needs to be confirmed by yourself

Notifications

Send to a test group or your own conversation first

Convenient for checking the format and duplicate sending

Run it manually at least once before officially enabling it

Completion criteria

Manual run succeeded; [Run History] can open the corresponding conversation; the daily report file is in the agreed directory; the test channel received only one message; the next run time is correct.

Heartbeat

Path: [Work] -> Agent menu -> [Edit] -> [Basics] -> [Heartbeat Detection].

The current Agent has heartbeat enabled by default, with an interval of 30 minutes. It can be turned off when continuous checking is not needed; tasks that require clear timing, notifications, and run records should still use scheduled tasks.

What should I do if the task ran but the channel didn't receive a message?

First check [Run History] to confirm whether the Agent succeeded. If the task succeeded, then check the channel receiving target; if the task failed, click [View Conversation] to check model, permissions, workspace, and tool errors.

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