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Documentation Index

Fetch the complete documentation index at: https://pulze.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Each space can have automated tasks that run on schedules. Space tasks execute AI conversations automatically, enabling hands-free operation of assistants for routine activities within the workspace.

Viewing Space Tasks

In the space sidebar panel:
  • Tasks section with + button
  • Shows task count or “No tasks scheduled yet” if empty
  • Click + to create new tasks
  • View scheduled and active tasks

Creating Tasks

From Space Sidebar

  1. Click the + button next to “Tasks”
  2. Configure task settings:
    • Name - Descriptive task name
    • Description - Task purpose
    • Assistant - Which assistant to use
    • Schedule - When to run (one-time, daily, weekly, monthly, custom)
    • Prompt - What to ask the assistant
  3. Save the task
  4. Task runs automatically on schedule

Task Configuration

When creating tasks for a space, configure:
  • Execution Schedule - When the task runs
  • Assistant Selection - Which space assistant to use
  • Input/Prompt - What question or instruction to provide
  • Output Destination - Where results are stored

Managing Tasks

Viewing Tasks

Access space tasks by:
  • Expanding Tasks section in sidebar
  • Viewing all scheduled tasks
  • Checking next run times
  • Monitoring task status

Task Actions

For each task, you can:
  • View Details - See full configuration
  • Edit - Modify settings
  • Pause/Resume - Control execution
  • Run Now - Execute immediately
  • Delete - Remove task

Task Status

Tasks can be:
  • Active - Running on schedule
  • Paused - Temporarily disabled
  • Completed - One-time task finished
  • Deleted - Removed from space

Task Integration

With Assistants

Tasks use space assistants to:
  • Execute automated conversations
  • Generate regular reports
  • Perform scheduled analysis
  • Create recurring content

With Conversations

Task outputs are:
  • Saved as conversations
  • Tagged with task name
  • Searchable in conversation history
  • Accessible to team members

With Data

Tasks can leverage:
  • Space data sources
  • Updated information
  • Dynamic content
  • Current context

Best Practices

Clear Purpose: Define specific, measurable outcomes for each task.
Test First: Create one-time tasks to test before scheduling recurring runs.
Monitor Results: Regularly review task outputs to ensure quality.
Optimize Timing: Schedule tasks during appropriate times for your team.

Common Use Cases

Daily Reports

  • Morning briefings
  • End-of-day summaries
  • Metrics updates
  • Status reports

Weekly Summaries

  • Week-in-review
  • Progress reports
  • Trend analysis
  • Planning updates

Content Generation

  • Regular blog posts
  • Social media content
  • Newsletter drafts
  • Marketing materials

Data Analysis

  • Automated insights
  • Trend identification
  • Anomaly detection
  • Performance tracking

Schedule Types

One-time - Run once at specific date/time Daily - Execute every day Weekly - Run on specific days of week Monthly - Execute on specific day(s) of month Custom - Use cron expressions for complex schedules

Troubleshooting

Task Not Running

If a task doesn’t execute:
  1. Check task status is Active
  2. Verify next run time
  3. Ensure assistant is available
  4. Check space permissions

Unexpected Results

If task output is wrong:
  1. Review prompt configuration
  2. Check assistant settings
  3. Verify data sources
  4. Test manually first

Tasks Overview

Learn about Tasks

Scheduling

Configure Schedules