Run and schedule agent tasks

Run an agent task when you want drafts, an audit or a report, then review what it proposes on the run page. You can also set some tasks to run on their own on a schedule.

Before you start

Some tasks need something set up first. When it's missing, the task's Run button is replaced by a link that takes you to the right place:

• Connect an account opens Connections. See Connect your social accounts.
• Set up the SEO Tool opens the SEO Tool. See Set up the SEO Tool.
• Connect an AI model opens the AI model section of Connections, and the card also says Needs a language model. See Connect your own AI model.

For an overview of the four assistants, read Get started with Agents.

Run a task

1. In the sidebar, click Agents.
2. Find the task you want under its assistant: Social Media Assistant, SEO Manager, Data Analyst or Email Marketer. Click Run on its card.
3. If the task needs input, a form opens under the card and the button reads Close. Fill it in. The Calendar Planner, for example, asks for a Goal, a Launch date, the Platforms to draft for, and optional Notes (optional) and Brief (optional). A brief is your own words about what to cover, offers, links and what to avoid, up to 4,000 characters.

   

4. Click Run now. Some tasks name this button for what it does, such as Draft posts, Run audit, Find gaps, Suggest links, Find candidates, Check competitors, Write report, Find trends, Learn my voice or Plan emails. To close the form without running, click Cancel.

Some tasks need no input and start as soon as you click Run.

Platforms marked · copy only aren't connected. Pinned still drafts posts for them, and you copy those by hand.

The top of the page shows how many manual runs you have left today. Manual runs are limited to 15 a day, and each run takes up to about two minutes. A task can only have one run going at a time: while it works, its button reads Running… and can't be clicked.

What the run statuses mean

Review a run

Click the last-run line on a task's card, marked Open, to open its run page. Runs are also listed under Runs on the Agents page. A card that hasn't run yet says Never run.

The header shows the assistant, the task, its status, whether it was a manual or scheduled run, and when it finished.

The page has these parts, top to bottom:

• Summary: a short account of what the run did.
• Report: a longer write-up for tasks that produce one. Click Copy to copy it.
• Items: the proposals the task made, grouped by kind. Nothing goes out without your click.

Each group has a heading with a count, such as Emails or Posts. Open proposals come first, and dismissed ones fade and move down. Each card has a status pill:

Some cards word the finished state for what happened. A keyword you added shows In backlog, an approved email shows Draft campaign, and a queued refresh shows Refresh queued. Findings show Open until you mark them Handled.

Act on the items

To rewrite a post or reply, click Rewrite, type what should change in the box, then press Enter or click Rewrite again. Check the new draft before you schedule or send it.

Posts you schedule from a run go to the accounts of the workspace the run was made in. The note under Items tells you which one.

For more on emails, see Plan emails with the Email Marketer. Scheduled posts also appear on your calendar: see Plan with the content calendar.

If an action fails, the card turns to Failed and shows the reason. Fix what it says and try again.

Schedule a task

Tasks that can run on a schedule have a Schedule switch at the bottom of their card. Tasks that always need your input, such as the Calendar Planner, Post Series and Content Repurposer, don't have one.

1. On the Agents page, find the task's card.
2. Turn on the Schedule switch.

   

3. Use the drop-downs that appear next to the switch to choose how often the task runs. Weekly schedules also ask for a weekday, and daily and weekly schedules ask for an hour.

While the switch is off, a line under it shows the most frequent schedule the task allows, for example Off · at most weekly. Changes save as you make them.

Scheduled runs use no form. They take their details, such as your site, topics and competitors, from Agent settings, at the bottom of the Agents page. They run in this device's timezone, and their run pages say Scheduled run.

Resume a paused schedule

A schedule pauses after three failed runs in a row. The card then shows Paused: with the last error. Fix the cause, then click Resume. Turning the Schedule switch back on does the same.

Delete a run

1. Open the run page.
2. Click Delete run, the button with the trash icon at the top right.
3. Confirm the message Delete this run and its open proposals? Anything already scheduled, sent, or applied stays.

You return to the Agents page. The button is disabled while the run is queued or running.

Troubleshooting

The Run button is a link instead

The task needs something first. See Before you start above for what each link opens.

The page says Agents are a Business feature

Agents are only on the Business plan. Click Upgrade to Business, or read Choose a plan and upgrade.

My run failed

Open the run page and read the reason under This run failed. Fix it, then run the task again from the assistant's tab using the link under the reason.

The page says the run wasn't found

The page shows Run not found. The run may have been deleted, or it belongs to another account. Click All agents to go back.

A run finished with no items

Some runs find nothing to propose. The page then says This run made no proposals. Check the summary for why.

A post can't be scheduled

The card shows the reason under the post. Posts for some platforms need media. Click Add media to attach it. A post can have up to 4 images.