Schedule recurring data work. Review every run.
Configure a source, question, schedule, recipients, and review owner. Smart Agents can prepare recurring summaries and surface configured exceptions within approved permissions.
Defined schedules
Defined schedules
Choose when an approved workflow runs and who owns its review.
Configured exception visibility
Surface selected sales, inventory, or operating conditions when the required data is available.
Reviewable outputs
Return a concise summary with run status and the context available for human review.
From approved question to scheduled, reviewable run.
Define the source, instructions, schedule, recipients, and review owner before enabling a recurring workflow.
Define the run
Configure the question, approved source, schedule, recipients, and review owner before activation.
Review the output and exceptions
The run queries the configured scope and returns a readable result. Owners still review material findings and failure states.
A concise result with context for review
A Smart Agent can summarize the returned data, surface configured exceptions, and identify the next item to investigate. Important conclusions remain subject to human review.
Prepare an approved prior-day sales summary
Review a weekly customer-count snapshot
Check selected inventory thresholds at day end
Configure the question, approved source, schedule, recipients, and review owner before activation.
The run queries the configured scope and returns a readable result. Owners still review material findings and failure states.
Reduce repetitive reporting without hiding the process.
Use scheduled runs for known recurring questions, then review outputs and exceptions before acting.
A team member repeats the same query, rebuilds the summary, checks recipients, and documents the result manually.
A configured run prepares the summary for review on the approved schedule, with delivery and ownership defined in advance.
Reduce repeated preparation
Reuse a documented question and output format instead of rebuilding the same report each cycle.
Surface selected exceptions
Configured sales, inventory, and operating conditions can be highlighted for review.
Keep a consistent review rhythm
Use scheduled summaries to support recurring daily or weekly operating reviews.
Deliver to approved recipients
Send the configured output through supported channels after recipient and access scope are confirmed.
Define the job before enabling the agent.
After a source and permission scope are configured, start from a template or describe a bounded workflow in natural language.
Review suggested starting points
Describe the intended business workflow and use relevant suggestions as drafts—not as automatically approved agents.
Define and approve the workflow in three steps
The interface stays approachable while technical and business owners retain the required review points.
Name it
Give it a clear name such as “Daily Sales Summary” so the purpose is obvious.
Describe what it should do
Write it in plain language, such as “At the end of each day, show total sales and the top 3 best-selling products.”
Choose the schedule and validate
Set a supported schedule, test the expected output and failure path, then approve activation.
Business input with technical guardrails
Business users can describe the recurring need, while administrators and workflow owners confirm data access, permissions, delivery, and acceptance criteria.
Start with bounded recurring workflows.
These illustrative scenarios show how teams can evaluate scheduled summaries and configured exceptions without implying guaranteed outcomes.
Inventory threshold review
Prior-day operating summary
Weekly customer snapshot
What teams usually ask before starting
Clarify the basics, from how many agents you can create to where the results show up.
Define your first controlled agent.
Start with one recurring question and validate the source, permissions, recipients, output, and failure path before rollout.