> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zencoder.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Automation

> Set up recurring agent tasks that run on a schedule — two automation types for different needs.

## Overview

Zenflow supports two types of automations. Both run agent tasks on a schedule, but they differ in scope and how they're created.

<CardGroup cols={2}>
  <Card title="Workspace Automations" icon="clock">
    Standalone scheduled tasks that create a **new task instance** at each interval. Configured from the Automations sidebar — set a schedule, describe the work, and Zenflow handles the rest.
  </Card>

  <Card title="In-Task Automations" icon="bolt">
    Recurring agent sessions **inside an existing task**. Created from chat — the agent runs at the interval you set and tracks progress within the same task context.
  </Card>
</CardGroup>

***

## Workspace Automations

Workspace automations are standalone recurring tasks. Each run creates a fresh task instance with its own context, output, and history.

### Creating a Workspace Automation

**From scratch or a template** — Click the **thunderbolt icon** in the left sidebar to open the Automations section. Click **+ New Automation**, fill in the schedule, task details, and repository, then click **Create**. You can also browse the template library to start from a pre-built pattern.

<Frame>
  <img src="https://mintcdn.com/forgoodaiinc/C44A_MKv6B04y7aH/images/scheduled-automation/create-automation.png?fit=max&auto=format&n=C44A_MKv6B04y7aH&q=85&s=335ddbc97e0fa2232d54be1231bbccb2" alt="Create automation dialog showing schedule picker, task name, description, repository, and workflow fields" width="3024" height="2174" data-path="images/scheduled-automation/create-automation.png" />
</Frame>

### Configuration Fields

| Field              | Description                                                                      |
| ------------------ | -------------------------------------------------------------------------------- |
| **Schedule**       | Days of the week and time (e.g., Mon–Fri at 9:00 AM)                             |
| **Task Name**      | A descriptive name for the recurring task                                        |
| **Description**    | Detailed instructions passed to the agent at runtime. Use `@` to reference files |
| **Repository**     | The repository the task runs against                                             |
| **Using Workflow** | Workflow type (Auto, Fix a Bug, Spec First, etc.)                                |
| **Model**          | The AI model to use (defaults to your saved preset)                              |

### Use Cases

| Use case                | What the automation does                                                                                            | Suggested schedule    |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------- | --------------------- |
| **Bug triage**          | Queries your issue tracker (Jira/Linear via MCP), filters by severity, creates fix tasks for the most critical ones | Weekdays              |
| **Stale PR cleanup**    | Finds unreviewed or stale pull requests, posts summary comments, pings reviewers                                    | Daily or twice-weekly |
| **Backlog grooming**    | Reviews open backlog items, closes stale issues, re-prioritizes based on labels or age                              | Weekly                |
| **Community PR triage** | Monitors external contributions, runs basic checks, creates tasks to review and merge                               | Daily                 |
| **Code quality sweeps** | Identifies technical debt patterns, unused imports, deprecated API usage, creates cleanup tasks                     | Weekly                |

***

## In-Task Automations

In-task automations run recurring agent sessions inside an existing task. Unlike workspace automations (which create new task instances), in-task automations keep all runs within the same task — useful for monitoring, continuous tracking, and iterative work.

### Creating an In-Task Automation

Open a task, click the **Automations** tab in the task header, then click **+ Create automation in chat**. This converts the current task's context into a recurring automation — useful when you've already validated the workflow manually.

<Frame>
  <img src="https://mintcdn.com/forgoodaiinc/C44A_MKv6B04y7aH/images/scheduled-automation/create-automation-in-chat.png?fit=max&auto=format&n=C44A_MKv6B04y7aH&q=85&s=044fe40f8d16da7210113df31c4da3d0" alt="Task automations panel showing the Create automation in chat button" width="862" height="1332" data-path="images/scheduled-automation/create-automation-in-chat.png" />
</Frame>

### Interval Options

| Interval         | Best for                                                                           |
| ---------------- | ---------------------------------------------------------------------------------- |
| **5–15 minutes** | Real-time monitoring — Slack keyword alerts, API status polling, incident tracking |
| **1–4 hours**    | Periodic checks — deal pipeline updates, data syncs between tools                  |
| **Daily**        | End-of-day digests, overnight processing, daily health checks                      |

### Use Cases

| Use case               | How it works                                                                                       |
| ---------------------- | -------------------------------------------------------------------------------------------------- |
| **Incident monitor**   | Polls a Slack channel for keywords like "down" or "outage" every 5 minutes, escalates to PagerDuty |
| **Pipeline tracker**   | Checks HubSpot deal stage changes every 2 hours, updates a Notion dashboard                        |
| **Daily standup prep** | Runs at 8:30 AM, pulls overnight commits, open PRs, and Linear updates into a summary              |

***

## Templates

Zenflow includes a library of pre-built templates organized by department — **Product, Sales, Marketing, Operations, Finance, HR,** and **Engineering**. Start from a template that matches your team's workflow and customize it to your needs.

<Frame>
  <img src="https://mintcdn.com/forgoodaiinc/C44A_MKv6B04y7aH/images/scheduled-automation/templates-panel.png?fit=max&auto=format&n=C44A_MKv6B04y7aH&q=85&s=3a39b15d1d010c339e1e642154b449e6" alt="Templates panel showing pre-configured automation templates organized by department" width="3024" height="2174" data-path="images/scheduled-automation/templates-panel.png" />
</Frame>

Browse the full library at the [Zencoder Marketplace](https://zencoder.ai/marketplace).

## Managing Automations

All automations are visible in the **Automations** section of the Zenflow sidebar.

* **Next run** – Each automation displays its next scheduled execution time
* **Toggle on/off** – Enable or disable without deleting
* **Test run** – Trigger manually to verify before the next scheduled run
* **Edit** – Update the schedule, description, repository, or workflow at any time

## Best Practices

* **Validate manually first** – Run the task once by hand before scheduling it. Confirm the agent has the right MCP connections, permissions, and context to succeed unattended.
* **Be specific in descriptions** – Vague instructions produce inconsistent results. Include the project, filters, priorities, and expected output explicitly.
* **Match schedule to cadence** – Daily triage makes sense for active projects; weekly is better for maintenance or low-traffic repos.
* **Monitor early runs** – Check the first 2–3 automated runs to confirm output. Adjust the description or workflow before relying on it fully.
* **Start from templates** – Pre-built templates encode working patterns. Customize them rather than writing from scratch.

<Note>
  Automations interact with external systems through MCP servers and integrations. The more tools you connect, the more your automations can do. See [MCP Servers](/zenflow/mcps) and [Integrations](/zenflow/integrations) for setup.
</Note>
