To create a scheduled job, navigate to Schedules in your workspace sidebar and click New Schedule.

Fill in the following fields:

Give your schedule a descriptive name — this appears in your schedule list, run history, and notifications. Example: Weekly Pipeline Report or Daily SEO Audit.

Select which agent should execute the task. The agent's instructions, connected datastores, and tools will all be available during the scheduled run, just like in a normal conversation. If you want to attach the schedule to a project or client, the agent must be verified by a workspace admin.

Attach the schedule to a project so the chats it creates are saved to that project and use the project's instructions and context. Only available with verified agents. See Scheduling with Projects and Clients.

In WebFX workspaces with client access, you can attach one client. The schedule then runs in that client's project. Only available with verified agents, and the client must have an active project. See Scheduling with Projects and Clients.

Write the instruction the agent will receive on each run. This must be self-contained — the agent cannot ask clarifying questions during a scheduled run, so include all the context it needs. See Writing Effective Prompts for Scheduled Runs for tips.

Example: Generate the weekly pipeline report for the RM team using data from the last 7 days.

Choose how often the schedule should run:

When you select a weekly cadence (or a custom cadence in weeks), pick the day of the week the schedule should run.

When you select a monthly cadence (or a custom cadence in months), pick the day of the month. If you choose a day that doesn't exist in a given month (for example, the 31st in April), the schedule will automatically run on the last day of that month instead:

Tip: If you want a schedule to reliably run on the same date every month, choose the 28th or earlier.

Set the time of day for the run. The timezone defaults to your browser's timezone, but you can change it to any IANA timezone (e.g. America/New_York, Europe/London, Asia/Tokyo). Start typing to search.

The schedule runs at the specified local time in that timezone, including across daylight saving time changes. To spread load, each schedule starts within a few minutes (up to 5) after the time you set; the schedule page always shows the time you chose.

You can optionally set a start date (the schedule won't run before this date) and an end date (the schedule won't run after this date). Once a schedule has no runs left before its end date, its status changes to Completed. To start it again, edit the schedule and extend or remove the end date.

Toggle this on to receive an email when each run finishes. You can add multiple recipient email addresses — they don't need to be TeamAI users.

Emails are sent from [email protected]. If notifications aren't arriving, check your spam folder and whitelist this address.

Open any schedule from your list and click Edit. You can change the name, agent, project or client, prompt, cadence, timing, or notification settings. Changes take effect starting from the next scheduled run.

To temporarily stop a schedule from running, click Pause on the schedule detail page. While paused, the schedule will not trigger any runs.

To start it again, click Resume. The schedule will resume on its normal cadence starting from the next due time, with its failure counter reset. Resuming takes one of your 20 active schedule slots, so if you're at the limit, pause or delete another schedule first.

Schedules can also be auto-paused by the system after repeated failures. See Troubleshooting Scheduled Jobs for details on why this happens and how to resume.

Note: You can't pause, resume, delete, or test a schedule while one of its runs is queued or running. Wait for the run to finish, then try again.

To permanently remove a schedule, click Delete on the schedule detail page. This removes the schedule and all future runs, and the schedule no longer appears in your list. Conversations created by past runs stay in your chat history (or in the project they were saved to).