Set A Recurring Schedule
Use Metadata to extract Critical Information from your agent
What are Recurring Schedules?
Recurring Schedules let your AI agents run automatically at set times without you having to start them manually.
Why Use Recurring Schedules?
- Save time by automating repetitive tasks
- Never miss important processes - they run even if you forget
- Maintain consistency in your workflows
- Keep things running outside business hours
Setting Up Your First Recurring Schedule
Setting up is simple:
- Go to your agent in the Relevance AI dashboard
- Click ‘Edit Agent’
- Select ‘Recurring Schedule’
- Choose how often you want your agent to run:
| Schedule Type | What It Does | Perfect For |
|---|---|---|
| Daily | Runs every day at a time you choose | Morning reports, daily check-ins |
| Weekly | Runs on specific days each week | Team updates, weekly newsletters |
| Monthly | Runs on chosen dates each month | Monthly reports, regular maintenance |
| Custom | Runs on specific dates you select | One-off tasks or irregular schedules |
Real-World Examples
For Marketing Teams
Set your agent to gather social media metrics every Monday morning and prepare a weekly performance report.
For Sales Teams
Schedule daily updates on new leads and automatic follow-up messages to prospects who haven’t responded in 3 days.
For Operations
Create monthly inventory reports that run automatically on the 1st of each month.
Pro Tips
- Start small: Begin with one simple recurring task before setting up complex schedules
- Test thoroughly: Run your agent manually first to ensure it works as expected
- Monitor initially: Check the first few automated runs to confirm everything works correctly
- Layer schedules: For complex workflows, use multiple agents with different schedules that work together
Troubleshooting
Q: What if my agent encounters an error during a scheduled run?
A: The system logs errors and can send notifications based on your settings.
Q: Can I temporarily pause a recurring schedule?
A: Yes, you can disable schedules without deleting them when you need a pause.
Q: How do I change an existing schedule?
A: Simply go back to the Recurring Schedule section in your agent settings and update as needed.
Related Features
Agent Configuration - Set up your AI agents with the right capabilities.
Tools Integration - Equip your agents with tools for complex automated tasks.
Bulk Scheduling - Schedule multiple tasks to run automatically in batches.