If you use your CRM’s AI assistant for daily check-ins, summaries, or appointment reviews, scheduled tasks can save you time and help you stay on top of the day ahead. Instead of asking the same questions over and over, you can set them once and let them run automatically in the background.

📌 Why This Matters

Small business owners wear a lot of hats, and it’s easy for simple but important check-ins to get missed. This feature helps you automate repeat questions like reviewing new contacts, checking upcoming appointments, or preparing a quick daily summary. You still stay in control, but you spend less time repeating the same manual steps.

✨ What’s New

• Saved AI prompts on a schedule: Turn a prompt into a recurring task that runs manually, hourly, daily, on weekdays, or weekly at a time you choose.
• Task controls from your phone: Create, edit, pause, resume, or delete tasks without rebuilding them from scratch.
• Run now option: Need an answer right away? You can trigger any task instantly, even if it’s currently paused.
• Run history: See each task’s past activity with statuses like Completed, Skipped, or Failed, along with timestamps and unread markers.
• Open full conversations: Tap a completed run to view the full AI conversation, just like if you had asked it yourself.
• Cleaner chat history: Scheduled runs appear in their own section so your automated activity stays separate from your regular conversations.
• Works across devices: Tasks and history stay synced between mobile and desktop for a consistent experience.

🛠️ How to Use It

1. Step 1: Open the AI assistant inside your CRM and go to the scheduler or recurring tasks area.
2. Step 2: Create a new task, give it a name, add your prompt, and choose how often it should run.
3. Step 3: Set the time, and if needed, choose the day for weekly runs.
4. Step 4: Save the task and let it run automatically in the background.
5. Step 5: Check the task anytime to pause it, resume it, run it manually, or review past results.
6. Step 6: Open any completed run to read the full conversation and use the information to plan your day or make faster decisions.

💡 Pro Tip

Set a daily morning summary to review new leads and appointments before business hours, so you can follow up faster and turn more opportunities into revenue.