Introduction
Scheduled Tasks in Sana Agents allow you to automate recurring processes -whether it’s daily workflows or monthly retrospectives - scheduled tasks will make sure they happen automatically at the set time or intervals. This saves time, ensures consistency, and enables workflows to continue uninterrupted. It's a powerful way for both new and experienced users to increase productivity and reliability.
How to Use Scheduled Tasks
1. Access Scheduled Tasks
Go to the Tasks section.
Click on Scheduled to see your scheduled tasks
2. Create a Scheduled Task
On the tasks tab, click Create Task.
Set the following:
Task Name and Instruction
Sources: Specify which files or databases the task will use
Access Settings: Decide who can access the task
Once the task is created, Click on the task to go to the schedule tab on the task.
Schedule: Click on the schedule tab to choose your task cadence - e.g. daily, weekly, monthly, or annually. You can also choose the time you want the task to run.
Once you are done with your selections, Click Start to activate automatic running
Your scheduled task set up is now complete. You can now see how often your scheduled task runs, when the task will run again, and if you decide to run it manually - you can do so by clicking Run now.
3. Edit, Unschedule or Delete a Scheduled Task
In the Scheduled Tasks dashboard, find your task. Click on the task you want to edit.
Use the 3 dots next to the scheduled tab to edit, unschedule (disable scheduled task) or delete the task.
All changes take effect immediately for the next scheduled run.
Common Questions, Troubleshooting & FAQs
Will my task run if I’m offline?.
Yes, scheduled tasks are managed by Sana AI and will run at the scheduled time, regardless of your login status
Do I get notified when a scheduled task runs?
Notifications depend on your user and workspace settings. Check your task and notification preferences.
Do I get notified when a scheduled task runs?
Notifications depend on your user and workspace settings. Check your task and notification preferences.
What types of schedules can I set?
You can set daily, weekly, monthly, or annually depending on what’s available in the schedule menu.
My scheduled task didn’t run. What should I do?
Double-check that scheduling is enabled and the timing is correct.
Confirm your time zone settings—tasks may run according to the workspace default time zone.
Make sure all prerequisites (like task input data or dependencies) are met for the scheduled time.
Summary
Scheduled Tasks let you automate routine work and ensure consistency, all while saving valuable time. With easy scheduling, flexible management, and robust monitoring, Sana AI keeps your most important tasks running on time and hassle-free.
For further information about scheduled tasks, please contact [email protected] via email.