Scheduled Tasks

Overview

Scheduled tasks in Kubiya allow you to automate actions by scheduling your AI Teammate to perform tasks at predefined times or intervals. These tasks are akin to cronjobs, but with the added benefit of leveraging Kubiya's AI Teammates. By defining a schedule and providing specific instructions, you can ensure your workflows run seamlessly without manual intervention.

Key Features

  • Custom Scheduling: Set specific times or intervals for tasks to execute.

  • AI-driven Execution: Leverage your AI Teammate to perform tasks with precision.

  • Prompt-based Instructions: Provide natural language instructions for your AI Teammate to follow when the task runs.

  • Integration with Workflows: Combine scheduled tasks with other Kubiya resources to build robust automation.

How Scheduled Tasks Work

  1. Define the Schedule: Specify when the task should run. This can be a one-time schedule or recurring intervals.

  2. Create a Prompt: Write a clear and concise prompt containing the instructions your AI Teammate will execute when the time arrives.

  3. Execution: At the scheduled time, Kubiya's AI Teammate executes the instructions, completing the task as defined.

Example Use Cases

  • Daily Reports: Schedule a task to generate and send daily performance reports to your team.

  • Periodic Maintenance: Automate regular system checks or updates at specified intervals.

  • Event Notifications: Set up reminders or notifications for upcoming events or deadlines.

Setting Up a Scheduled Task

Follow these steps to create a scheduled task:

1. Create a New Scheduled Tasks

Navigate to the Scheduled Tasks section in the Kubiya interface.

Click New Scheduled Task

2. Write the Prompt

Compose a prompt that clearly defines the action your AI Teammate should perform. For example:

"Retrieve the latest sales data from the CRM and email it to the operations team."

3. Choose the channel for the scheduled task

This is the Slack channel in which updates about the task will be sent.

You can specify the channel by:

  • Channel name, using #

  • Channel ID

  • Direct Message channel, using @

4. Choose a Teammate and Define the Schedule

  • Choose the name of the AI Teammate, which you want to be responsible for this task

  • Select the type of schedule:

    • One-time: Specify a single date and time.

    • Recurring: Define intervals (e.g., daily, weekly, hourly).

5. Save and Activate

  • Review the details of your scheduled task.

  • Click Save to add the task to your list.

  • Activate the task to ensure it runs at the scheduled time.

Managing Scheduled Tasks

  • View Tasks: See all active and inactive scheduled tasks in the Scheduled Tasks page.

  • Deactivate Tasks: Temporarily disable tasks without deleting them.

  • Delete Tasks: Remove tasks that are no longer needed.

Best Practices

  • Be Specific in Prompts: Ensure your instructions are clear to avoid ambiguity.

  • Test Before Scheduling: Run the task manually to verify the prompt and expected results.

  • Monitor Performance: Check task logs to ensure successful execution.

By effectively utilizing scheduled tasks, you can enhance your automation workflows, reduce manual effort, and ensure consistency in your operations. Start scheduling tasks today to make the most of Kubiya's capabilities!

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