Overview
Tasks in Pulze allow you to automate and schedule AI workflows. You can create recurring or one-time tasks that execute AI conversations automatically, enabling hands-free operation of your AI assistants for routine activities.Accessing Tasks
Navigate to the Tasks section from the main menu to view, create, and manage all your organization’s automated tasks.What Are Tasks?
Tasks are scheduled AI conversations that run automatically:- Execute conversations with AI assistants on a schedule
- Automate repetitive workflows
- Run analyses or reports at specific times
- Integrate with other systems through scheduled interactions
Task Management Interface
The Tasks page displays:- Name - Descriptive task name
- Space - Associated space logo
- Creator - User who created the task with avatar
- Next Run - Scheduled date and time for next execution
- Type - Schedule type (One-time, Daily, Weekly, Monthly, Custom)
- Status - Current task status (Active, Paused, Completed, Deleted)
Task Components
Task Information
Each task includes:- Name and Description - What the task does
- Space Association - Which space it runs in
- Schedule Configuration - When and how often it runs
- Assistant Configuration - Which AI assistant to use
- Prompt/Input - What to ask or process
Task Status States
- Active - Task is scheduled and will run as configured
- Paused - Task exists but won’t run until resumed
- Completed - One-time task that has finished
- Deleted - Task has been removed (shown temporarily in list)
Schedule Types
Tasks support various scheduling patterns:One-time
- Runs once at a specific date and time
- Useful for deadline-driven tasks
- Automatically completes after execution
Daily
- Runs every day at a specified time
- Ideal for daily reports or checks
- Consistent daily automation
Weekly
- Runs on specific days of the week
- Configure which days to run
- Perfect for weekly summaries
Monthly
- Runs on specific days of the month
- Configure date(s) within the month
- Great for monthly reporting
Custom (Cron)
- Advanced scheduling with cron expressions
- Maximum flexibility
- For complex scheduling needs
Creating Tasks
Basic Steps
- Click “Add task” button
- Provide a task name and description
- Select the space to run in
- Choose the assistant to use
- Configure the schedule type
- Set the schedule details (time, dates, etc.)
- Define the prompt or input
- Save the task
Task Configuration
When creating a task, configure:- Task Details - Name and description
- Space - Where the task will run
- Assistant - Which AI assistant to use
- Schedule - When and how often to run
- Input - What prompt or data to process
Managing Tasks
Viewing Task Details
Click on any task to view:- Full task configuration
- Execution history
- Next scheduled run
- Associated conversations
- Task outputs and results
Task Actions
Use the menu icon (⋮) to:- Edit - Modify task configuration
- Pause/Resume - Control task execution
- Run Now - Execute task immediately
- View History - See past executions
- Delete - Remove the task
Editing Tasks
- Click the menu icon (⋮) on the task
- Select “Edit”
- Modify any configuration
- Save your changes
- Updated schedule takes effect immediately
Deleting Tasks
- Click the menu icon (⋮)
- Select “Delete”
- Confirm the deletion
- Task is marked as deleted and stops running
Search and Filtering
Search
Search tasks by:- Task name
- Description
- Creator name
- Real-time results as you type
Filters
Schedule Type Filter:- All schedule types
- One-time
- Daily
- Weekly
- Monthly
- Custom/Cron
- All statuses
- Active
- Paused
- Completed
- Deleted
- All spaces
- Specific spaces
- Multiple space selection
Sorting
Sort tasks by:- Name
- Next run date
- Creation date
- Status
Pagination
For organizations with many tasks:- Navigate through pages
- Adjust items per page
- View total task count
Use Cases
Daily Reports
Create a task that:- Runs every morning at 8 AM
- Uses a reporting assistant
- Summarizes yesterday’s metrics
- Posts results to a channel
Weekly Summaries
Configure a task to:- Run every Monday morning
- Compile weekly activity
- Generate insights
- Email summary to stakeholders
Content Generation
Set up tasks for:- Regular blog post creation
- Social media content
- Newsletter generation
- Marketing material drafts
Data Processing
Automate:- Regular data analysis
- Trend identification
- Anomaly detection
- Report generation
Monitoring & Alerts
Create tasks that:- Check system status
- Monitor metrics
- Alert on thresholds
- Generate status reports
Task Execution
How Tasks Run
- Task reaches scheduled time
- System creates a conversation in the associated space
- AI assistant processes the configured input
- Results are stored in the conversation
- Task updates next run time (if recurring)
Viewing Results
Task outputs are available:- In the associated space’s conversations
- Through the task’s execution history
- Via the task details panel
Execution History
View past runs:- Execution timestamps
- Success/failure status
- Generated conversations
- Any errors or issues
Best Practices
Clear naming: Use descriptive names that explain what the task does and when it runs.
Test first: Create a one-time task to test your configuration before setting up recurring schedules.
Monitor regularly: Check task execution history to ensure tasks are running as expected.
Document purpose: Use task descriptions to explain why the task exists and what it accomplishes.
Tasks consume API credits when they run. Monitor your usage to avoid unexpected costs with frequently running tasks.
Troubleshooting
Task Not Running
If a task doesn’t execute:- Check task status is “Active”
- Verify next run time is in the future
- Ensure space and assistant still exist
- Check organization subscription status
Unexpected Results
If task output is wrong:- Review the prompt/input configuration
- Check assistant settings
- Test manually in a conversation
- Adjust and update task settings
Permission Requirements
Creating and managing tasks requires appropriate permissions in the organization and associated space.