Task Scheduler

What the Task Scheduler does

The Task Scheduler lets you define recurring tasks using cron expressions. At the scheduled time, AI Partner automatically runs the task as either a chat message (quick query) or a goal (full ReAct execution loop).

This is different from the Heartbeat/Proactive Engine:

• Heartbeat — LLM-driven, uses HEARTBEAT.md, decides what to do each tick
• Task Scheduler — deterministic, explicit schedule, you define exactly what runs

Use Task Scheduler when you want a specific, repeatable task on a fixed schedule. Use Heartbeat when you want the agent to use judgment about what's worth doing.

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Creating a scheduled task

Go to sidebar → Task Scheduler → + Add Task:

1. 1
   Name the task

   Give it a clear name you'll recognize in the run history:

   Daily GitHub Issues Digest

2. 2
   Set the cron expression

   Standard 5-field cron syntax:

   ┌───── minute (0-59)
   │ ┌─── hour (0-23)
   │ │ ┌─ day of month (1-31)
   │ │ │ ┌ month (1-12)
   │ │ │ │ ┌ day of week (0-6, Sun=0)
   │ │ │ │ │
   * * * * *

   Common patterns:

   Expression	Meaning
   0 7 * * 1-5	7:00 AM every weekday
   0 9,15 * * 1-5	9 AM and 3 PM weekdays
   */30 * * * *	Every 30 minutes
   0 8 * * MON	Every Monday at 8 AM
   0 17 * * FRI	Every Friday at 5 PM
   0 0 1 * *	First day of every month at midnight

   The scheduler shows a human-readable preview as you type (e.g., "Every weekday at 7:00 AM").

3. 3
   Write the task message

   What you want AI Partner to do — exactly as you'd type it in the chat:

   Chat mode example:

   What are the top 3 AI news stories from the last 24 hours?

   Goal mode example:

   Check all open GitHub issues in our repo labeled "bug".
   For any issue older than 7 days with no comments, add a comment asking for an update.
   Create a summary report and send it to my Telegram.

4. 4
   Set the mode

   • Chat — fast, single-turn response; best for lookups and queries
   • Goal — full ReAct execution loop; best for tasks that involve tools, files, or messaging
   • Workflow — runs a saved workflow template on a schedule (set this via the Schedule button on the template card in the Workflows panel — see Scheduling recurring workflow runs)
5. 5
   Enable and save

   Toggle Enabled on and click Save. The task will run at the next matching cron tick.

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Run History

Every task run is logged. Click a task → History tab to see:

Field	Description
Start time	When the task fired
End time	When it completed
Status	completed / failed / skipped / running
Result	The agent's output (truncated; click to expand)
Error	Error message if failed

Live updates: while a task is running, its status in the History tab updates in real time via Socket.IO.

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Resume prompts

If a goal-mode task times out mid-execution, the scheduler saves a resume prompt:

Task "Weekly Competitor Report" stopped at iteration 23/40
  ✅ 2 of 3 criteria passed
  📁 2 artifacts created so far
  ⏱ Timed out after 10 minutes

[Resume from iteration 23]  [Skip this run]  [Disable task]

Click Resume from iteration 23 to pick up where it left off — the agent loads the prior context and continues from the last successful step.

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Skipped runs

A run is marked skipped (not failed) when:

• The server was offline when the task was scheduled to fire
• The heartbeat cooldown blocked it (if configured)
• A prior run of the same task was still in progress

Skipped runs appear in History with a ⏭ Skipped status and a reason.

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Managing tasks

Action	How
Enable / Disable	Toggle switch next to the task name — takes effect immediately
Edit	Click the pencil icon — modify name, cron, message, or mode
Run now	Click the ▶ play button — fires the task immediately, outside the schedule
Delete	Click the trash icon — removes the task and its run history

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Examples

Daily standup summary

Name: Daily Standup Summary
Cron: 0 9 * * 1-5   (9 AM weekdays)
Mode: Goal
Message: Search our Slack #engineering channel for messages from yesterday.
         Summarize what the team worked on, any blockers mentioned, and
         decisions made. Send the summary to my Telegram.

Weekly invoice check

Name: Weekly Invoice Check
Cron: 0 10 * * MON   (Monday 10 AM)
Mode: Goal
Message: Check Stripe for any invoices that are overdue (past due date).
         For each, draft a follow-up email to the customer and send
         to me via Telegram for approval.

Hourly stock alert

Name: Portfolio Alert
Cron: 0 9-15 * * 1-5   (every hour during market hours, weekdays)
Mode: Chat
Message: Check if RELIANCE.NS or INFY.NS has moved more than 2% from
         yesterday's close. If yes, tell me. If no, say "All quiet."

Monthly report

Name: Monthly Performance Report
Cron: 0 9 1 * *   (1st of every month at 9 AM)
Mode: Goal
Message: Pull last month's data from HubSpot (deals closed, pipeline value)
         and Stripe (revenue, new customers, churn). Create an Excel report
         with charts and send it to my Telegram.

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Scheduling a workflow template

The easiest way to schedule a workflow is from the Workflows panel — hover a template card and click the calendar icon. This opens a schedule modal where you pick a frequency (daily, weekdays, weekly, hourly, or custom cron) and fill in the template's parameters. It registers a Task Scheduler task with mode: workflow automatically.

You can also create it manually here with mode: Workflow and a task message formatted as:

{
  "templateId": "competitive-analysis",
  "parameters": {
    "niche": "SaaS project management tools",
    "output_format": "docx"
  }
}

Scheduled workflow runs appear in the History tab of the Workflows panel alongside manually triggered runs.

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Task Scheduler vs. HEARTBEAT.md

	Task Scheduler	HEARTBEAT.md
Control	Explicit cron schedule	LLM-driven judgment each tick
What runs	Exactly what you wrote	What the agent decides is useful
Best for	Predictable, repeatable tasks	Opportunistic, context-aware tasks
Edited via	Task Scheduler UI	Settings → Workspace → HEARTBEAT.md
Run history	Full per-run log with resume	heartbeat_logs table

Use both together: Task Scheduler for deterministic recurring jobs, Heartbeat for intelligent gap-filling.