Create a task
1
Open Tasks
Select Tasks in the left rail, then select the + beside Tasks. You can also open the Tasks section of an
agent.
2
Name the task
Use a name that describes the result, such as
Post overnight email digest.3
Add instructions
State the time range, sources, rules, and output format. The task uses these instructions together with the agent’s
own instructions.
4
Choose an agent
Select the agent with the right model, knowledge, and tools.
5
Choose a trigger
Under Trigger, choose Select a trigger. Pick Manual, Schedule, On Complete, or an event from a
connected app.
6
Choose an output channel
Pick the channel where people should review the result. Use a channel made for automated updates if the task runs
often.
7
Create and test
Select Create Task, then select Run now and review the first result before relying on the trigger. Turn the
task Active only when it is ready to run automatically.
Write task instructions that can run alone
An automated run cannot ask you what you meant before it starts. Include:- the exact time period or event to process;
- which connected account or source matters;
- what to include and exclude;
- the output length and structure;
- what to do when there is no useful result;
- when to report an error instead of guessing.
Find email received between 18:00 yesterday and 08:00 today. Include only messages that need a reply or decision.
Group them by urgency, give each a one-sentence summary, and include a link to the email. If none need action, post
No overnight email needs action.
Run, pause, and review
- Run now starts an immediate test or one-off run.
- The active switch allows automatic triggers to start the task.
- The task history shows recent runs and whether they completed or failed.
- Pause a task while changing its agent, instructions, connected apps, or output channel.