Send a daily report

A schedule asks an agent to do something at a set time, with no one having to ask. This page sets up a schedule that asks an agent for a short report every day.

Create the schedule in the browser

1. Browser: open the dashboard and select Settings.
2. Select the Schedules tab.
3. Under Create a new schedule, keep Guided selected.
4. In the sentence, pick the agent that should write the report.
5. Pick every day.
6. Pick a time, such as 9:00 am.
7. Under Give it a name, type an ID such as daily-report (lowercase, no spaces).
8. Under What should the agent do?, say which information to read and what the report should look like.
9. Select Add schedule. The schedule is switched on straight away.

The guided form always uses the UTC timezone; it has no timezone picker. To use your own timezone, create the schedule from the terminal instead (below).

Or create it from the terminal

1. Terminal: preview the schedule without saving it. Replace reporter with one of your agent IDs and UTC with your timezone (for example Europe/Paris):

   agentx schedule "daily at 9am" --agent reporter --do "Summarize yesterday's work in a short report" --timezone UTC --dry-run

2. Read the preview it prints.
3. Terminal: run the same command again without --dry-run to save it.

Without --timezone, the command uses the machine's own timezone. The daemon (the AgentX background service) must be running for the schedule to fire.

Deliver the report to a chat

A finished scheduled run doesn't send its result to a chat by itself. To have the report posted somewhere, build a workflow with an explicit send step and the right channel and conversation: see Describe what you want. The terminal's --notify option only tells you when the schedule fails; it doesn't deliver successful reports.

Check it worked

1. Browser: in Settings › Schedules, the new schedule appears in the list with its timing and agent.
2. Terminal: agentx schedule list shows it with a plain-English description of when it runs.
3. After its first run time, Browser: open Operations, switch the view to Operations, and find the schedule under Today's automations. Its drawer lists the run with an Open link. See Operations.

If something is wrong

• It ran at the wrong hour: the guided form uses UTC. Remove the schedule and create it again from the terminal with --timezone.
• Cron id must be lowercase: use only lowercase letters, digits, - and _ in the name.
• Cron "…" already exists: pick another name, or delete the old schedule first.
• Nothing ran: check that the daemon is running with agentx daemon status, and that the schedule is switched on (agentx schedule on <id>).
• It ran but no message arrived: a schedule doesn't post its result to a chat. Use a workflow with a send step, as above.
• The run failed: open it from Operations to read the error. See also It's not answering.