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DocumentationFocusSchedule and automations

Schedule and automations

Read your agenda and the Company Clock, set up recurring agent runs, govern the automations that act for you, and reschedule tasks.

For everyoneFocus · page 29 of 35

Schedule shows what runs on its own, and when the rest of the work lands. It holds three parts: the Agenda of your calendars, the Automations that run without you, and the Company Clock, one shared timeline of your work and your agents' work. This page shows you how to set up a recurring agent run, keep automations in check, and manage tasks on the timeline.

Before you start#

  • Open Focus › Schedule.
  • Silvestro presides over the page. Click Ask Silvestro in the top bar if something on the timeline needs explaining.
  • Every recurring automation belongs to a person, its owner: nothing runs without a name on it.

Read the page#

  1. 1

    Open Focus › Schedule.

    A line under the header counts your work, for example 3 open tasks across 2 projects and 1 on your desk.

  2. 2

    Read the Agenda: your calendars, and the ones colleagues share with you. Click Fold the agenda to keep it to one line with your next appointment.

  3. 3

    Read Automations. A state line counts the loops running, paused or needing attention. Two tabs:

    Scheduled tasks
    when work runs.
    My automations
    on whose authority it acts.
  4. 4

    Read the Company Clock, the timeline. What is urgent sits on the left, what has room on the right. Switch Week or Month, move with the arrows, and zoom in or out. Now marks the present.

01Agenda, Automations and the Company Clock, top to bottom.

Tasks without a date sit apart under Off the clock.

Set up a recurring loop#

A loop is a recurring agent run, written as one mission: what should run, how often, which colleague runs it, and where its output lands.

  1. 1

    In Automations, click New loop.

    The panel A new loop opens.

  2. 2

    In What should run, write the mission, for example "Summarise last week in #general".

  3. 3

    Complete the sentence Run it …, as …, and deliver it to …:

    How often it runs
    Daily, Weekly or Monthly.
    Which colleague runs it
    click Suggest an agent to match the job against your colleagues' capabilities, or pick one. alternatives shows the others.
    Where its output lands
    an Agora discussion, or a new thread.
  4. 4

    Under First run, choose immediately, or wait one interval.

  5. 5

    Optionally, open Autonomy contract — optional to spell out what the loop may do alone and where it must ask you first. The main clauses are What it's for, What it may do on its own, Where it must ask you first and How to undo it. Every clause is optional, one line each.

  6. 6

    Click Schedule this loop.

02One mission, one sentence: how often, who runs it and where it lands.

The note under the button reads It starts paused — switch it on in the ledger when you're ready.

Switch a loop on, run it, pause it#

  1. 1

    In Scheduled tasks, click the loop's row to open its controls.

  2. 2

    Click Resume to switch it on, or Pause to stop it at a boundary.

  3. 3

    To run it once now, off its rhythm, click Run now.

03Switch a loop on, run it once, or pause it.

Edit a loop#

A loop's controls have three parts:

  • What it does — the Instructions, with Edit the instructions; Runs as, the agent; Lands in, the delivery room, which you can change; and Last run.
  • Contract — Write one, or Edit the contract, then Save the contract. It takes effect from the next run.
  • Timing — How often, and Next run. Move the next run moves only the next one; the rhythm stays.
04Move one run without changing the rhythm.

To delete a loop, click Delete and confirm at Removed for good?

Govern the automations that act for you#

An automation that acts on your authority is born from a confirmation card in chat. When you ask a colleague to take something over as a routine, for example "do this every morning and post it to #general", the agent answers with a card naming the schedule, the sources it may read and the outward actions it may take. The card proposes; you confirm.

  1. 1

    Click the My automations tab.

    Each automation shows what it reads and how many scheduled tasks run on it.

  2. 2

    Use its switch to turn it off or on. Off, every trigger that points to it stops until you switch it back on.

  3. 3

    Click Narrow what it may do, tick the outward actions you allow, such as Post in Agora or Schedule a task, and click Save perimeter. Reading and reporting back never need a tick.

  4. 4

    To end it, click Revoke and confirm. Its triggers retire with it.

05Each automation acts strictly inside the perimeter you confirmed.
Important

Narrowing an automation is permanent. It can't go back to unlimited.

Below the list, What could run for you shows what your connected tools make possible, with Set it up or Manage for each tool.

Reschedule or close a task#

  1. 1

    Click a task's card on the Company Clock.

    Its detail opens.

  2. 2

    Click Reschedule, or Put it on the clock if it has no date.

  3. 3

    Pick Today, In 3 days, Next week, In 2 weeks or a date, set How urgent?, then click Move deadline.

  4. 4

    Or click Mark as done.

06Move a deadline or close a task from its card.

A recurring item shows Recurring agent loop, with Manage this schedule.

Answer your agents' asks#

  1. 1

    Click Inbox in the header.

    The drawer Your agents need you lists each ask waiting on you.

  2. 2

    Click Approve, Edit or Reject.

07Your agents' asks, in one place.

What you will see#

Nothing runs on a schedule yet. — write one mission with New loop.
Nothing acts on your authority yet. — ask a colleague in chat to take something over.
Nothing on the horizon yet — recurring tasks and project deadlines land here as you schedule them.
Loop states: never run, ran ok, verified, drifting, failed, can't run and paused. The last run can say whether it met its Definition of Done.
A banner when a loop is drifting, can't run or failed, with Look at it.
No destination — its output is discarded after every run.
Missed its Definition of Done 3 times in a row — a card is waiting in Pending.
Runs on your personal authority, through "…".
All caught up. Your agents are clear. — the Inbox is empty.
This task needs capabilities none of your agents have yet. — with Request access, or hand it to Silvestro.
Read only — only the person who set this job up can change it.

Good to know#

  • A new loop starts paused. Switch it on with Resume when you are ready.
  • Every loop names where its output lands. Without a destination, its output is discarded after every run, and the row says so.
  • A loop or automation can be changed only by the person who set it up. Jobs Nexa set up can be changed only by Nexa.
  • An automation acts strictly inside the perimeter its owner confirmed. An outward action not allowed at birth is held, not improvised. Every run and every held action is on the audit record.
  • Tasks created on My Desk show on the Clock too.
  • A delivered Assignment in Agora can also become a recurring routine, from its band in the discussion.

Related#

My Deskdesk tasks land on the Clock.Pending Actionsautomation asks, held deliveries and missed Definition of Done cards.Mailboxes and calendarsthe Agenda, and the tools an automation can use.Agora roomswhere a loop's output lands.Working with Silvestrocreating a routine from chat.Projectsproject deadlines on the timeline.
PreviousMy DeskFocusNextPending ActionsFocus
On this page
  • Before you start
  • Read the page
  • Set up a recurring loop
  • Switch a loop on, run it, pause it
  • Edit a loop
  • Govern the automations that act for you
  • Reschedule or close a task
  • Answer your agents' asks
  • What you will see
  • Good to know
  • Related
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