Can the AI assistant do a recurring job for me on a schedule, like a daily ads report?
Yes. Use a scheduled task.
- Open the AI assistant and go to the Scheduled section.
- Add a new scheduled task.
- Type the instructions for what the AI should do and how often: daily, hourly, weekly or another schedule. For example: every day look at my ads, give me a report and email it to me.
- In the Allow tools setting, choose which tools or actions the AI can use. The list covers the tools in the system, including the ads and click tracking tools, so a task can create ads, create audiences, get campaign results and more.
Tasks can be complex and multi-part, such as getting all the ad results, saying how to improve them and emailing both you and your client. Other examples: building a dashboard every morning, preparing estimates from data that is in the system, hunting for new businesses every day at nine in the morning, or creating social media content to a standard and leaving drafts on your calendar ready to approve.
For ongoing work on the contacts in your CRM, you can also set up an AI worker with your instructions.