> ## Documentation Index
> Fetch the complete documentation index at: https://relevanceai.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled tasks

> Set up recurring prompts that Super GTM acts on automatically at a time you define

Scheduled tasks let you configure recurring prompts that Super GTM runs on your behalf at a set time. Instead of manually typing the same request every morning, you write the instruction once, pick a schedule, and the agent handles it from there.

When a schedule fires, the agent receives your saved message exactly as if you had typed it into a conversation. It pulls from your connected [integrations](/get-started/chat/super-gtm/integrations), uses your [skills](/get-started/chat/super-gtm/skills), references your [files](/get-started/chat/super-gtm/file-system), applies [memory](/get-started/chat/super-gtm/memory), and delivers the output — just like a normal Super GTM interaction.

<Note>
  Scheduled tasks is in limited rollout. Your organization needs access enabled before the feature appears. Contact your account team or [reach out to support](/get-started/support) to check availability.
</Note>

## Where to find schedules

The **Schedules** section lives in the Super GTM panel on the **Overview** tab, below the Calendar and Recently Viewed sections.

## Setting up a scheduled task

<Steps>
  <Step title="Open the Schedules section">
    In the Super GTM **Overview** tab, scroll to the **Schedules** section and click to add a new schedule.
  </Step>

  <Step title="Write your message">
    Enter a natural language instruction — this is the prompt the agent receives when the schedule fires. Write it the same way you would in a conversation.

    Examples:

    * "Summarize all new Gong calls from the last 7 days"
    * "Check my pipeline for deals that haven't had activity in 2 weeks and flag them"
    * "Find 5 new prospects matching our ICP and add them to my outreach list"
  </Step>

  <Step title="Set the frequency and time">
    Choose how often the task should run (daily, weekly, monthly, or annually), the time of day, and your timezone.
  </Step>

  <Step title="Save and enable">
    Save the schedule. It runs automatically at the next scheduled time.
  </Step>
</Steps>

<Tip>
  Write your scheduled message the same way you'd ask the agent in a conversation. The more specific your instruction, the more useful the output.
</Tip>

## Frequency options

<CardGroup cols={2}>
  <Card title="Daily" icon="sun">
    Runs every day at a set time — e.g. morning pipeline digest at 9am
  </Card>

  <Card title="Weekly" icon="calendar-week">
    Runs on specific days each week — e.g. Monday kick-off report, Friday wrap-up
  </Card>

  <Card title="Monthly" icon="calendar">
    Runs once a month on a set day — e.g. account health review on the 1st
  </Card>

  <Card title="Annually" icon="calendar-check">
    Runs once a year on a set date — e.g. annual renewal check-in
  </Card>
</CardGroup>

<Info>
  All schedules run in your selected timezone. Full IANA timezone support (e.g. Australia/Sydney, America/New\_York).
</Info>

## Managing schedules

You can have up to **10 active schedules**. All management happens from the Schedules section of the Overview tab.

<Tabs>
  <Tab title="Pause and resume">
    Temporarily stop a schedule without deleting it. Paused schedules show a "(paused)" label in the list. Resume at any time from the same menu.
  </Tab>

  <Tab title="Edit">
    Update the message, frequency, time, or timezone for an existing schedule. Changes take effect from the next scheduled run.
  </Tab>

  <Tab title="Delete">
    Remove a schedule permanently when it's no longer needed. This cannot be undone.
  </Tab>
</Tabs>

Each schedule displays the last time it was triggered, so you can confirm it's running as expected.

## Use cases

<CardGroup cols={2}>
  <Card title="Daily pipeline summaries" icon="chart-line">
    "Every morning, summarize my open deals and highlight any at-risk accounts"
  </Card>

  <Card title="Weekly prospect research" icon="magnifying-glass">
    "Every Monday, find 5 new prospects matching our ICP criteria and add them to my outreach list"
  </Card>

  <Card title="Recurring reporting" icon="calendar-week">
    "Every Friday at 5pm, prepare a summary of this week's customer conversations from Gong"
  </Card>

  <Card title="Follow-up nudges" icon="bell">
    "Every Tuesday, remind me of any contacts I haven't followed up with in 2+ weeks"
  </Card>
</CardGroup>