Scheduling & briefings

You don't need to know cron — just say it in plain language. This guide covers scheduled tasks, event triggers and the personal morning briefing.

Schedule from chat

Every morning at 8, summarize yesterday's orders.
Every Monday at 09:00, prepare the weekly report and email it.
Just today at 18:50, send me a reminder.
Check stock levels every hour — just for today.

• Recurring: hourly → weekly; one-off: give a date-time.
• "Every hour" aligns runs to the top of the hour; "just today" auto-closes at the end of the day.
• Manage under Settings → Scheduled Tasks; "cancel that task" from chat works too.
• Scheduled tasks also draw from your plan budget and follow the same approval rules.

Event triggers (webhooks)

If Shopify is connected, events like a new order trigger the agent instantly (no polling): e.g. new order → stock check → suggestion card if critical. Knowledge-base refresh and connector alerts are part of the trigger family too.

Personal morning briefing

1. Account → Briefing → turn it on (consent-based, per user).
2. The time window follows your time zone; delivery channel is email or WhatsApp.
3. Contents: calendar, what you follow, commitments you said you'd "get back to tomorrow", important changes.
4. There's a weekly/monthly summary mode too; everything is viewable/switchable from the GDPR panel.