Lesson 6 of 6 · 9 min
A report that comes back on its own
Schedule a regular update, read its status in one sentence and stay in control of what gets sent.
The weekly update, the monthly statement, the deadline follow-up: these tasks always come back and always take the same time. A scheduled task in Automations does them for you, at the pace you choose.
The task runs without you. So the instruction must say everything: where to look, what to keep, in what form, for whom, and what to do if there is nothing to report.
- In Automations, click “New task” and paste the instruction.
- Choose the schedule option, for example “Every week”, on Friday at 16:00.
- Launch a test run to check the report straight away.
- Read the task’s status: the next run and the result of the last one.
- Follow in the activity feed what each run has produced.