Daily, weekly, monthly or once: weekdays at 7:30 or on 31 October at 9:00.
Mondays, 8:00
Pipeline for the sales meeting
Deals by stage, last week’s wins and losses, the biggest open opportunities.
Coming soon
Workflows.
Workflows.
Tasks that run by themselves.
You describe a task once and set its trigger: a time or an event. When it fires, the AI agent does the work by itself – with the same skills and connectors as in the chat.
When
An invoice arrives in the inbox
Outlook or: Mondays, 8:00
Then
The agent checks it against the purchase order and delivery note
Skill: invoice check
Result
Approval draft with discrepancies flagged
Teams · #accounting
What someone starts by hand today
will then run by itself.
The agent already handles these tasks on request today. As scheduled tasks they start by themselves as soon as their trigger fires.
When an invoice comes in
Check against purchase order and delivery note
Amounts, quantities and line items checked, discrepancies flagged before anyone approves.
On the first of the month
Cost centres against budget
Plan and actual per cost centre, variances flagged, before the monthly review.
When a contract lands in SharePoint
Term and notice period in view
When the contract expires and until when it can still be cancelled – reported in good time before the deadline.
What these tasks look like in the chat today, with real results: What the HUB can do.
What workflows can do.
A request in the chat becomes a task with a trigger.
At a set time
When something happens
A new email, a new document in a SharePoint folder, a new entry in the CRM: the event starts the task.
Run now
Any task can also be started by hand, for example to test it before its first real run.
All in one place
All tasks in one list: edit, pause, resume or delete.
History for every run
Every run with trigger, time, status and result, so it stays clear what happened when.
Runs in the HUB
The task runs on the platform, not on your computer. When it’s done, you get notified.
Running by itself doesn’t mean
running without control.
Scheduled tasks follow the same rules as everything else in the HUB.
- A task sees only what the person who created it is allowed to see
- You decide which skills and connectors it may use
- Every run is logged
What keeps getting left undone?
Tell us which task should run by itself. We’ll show you how the agent already handles it today with a skill on request.
Book a meeting