Creating a task
You can create scheduled tasks from chat or from the Tasks page.
From chat
Describe what you want automated:
"Create a task that runs every Monday at 9am and posts a pipeline summary to #sales in Slack"
"Set up a daily task at midnight to sync our Google Sheet data to the Revenue collection"
"Schedule a weekly task that reviews open support tickets and flags anything older than 48 hours"
Play creates the task, sets the schedule, and connects the necessary integrations and data.
From the Tasks page
Click the Create button on the Tasks page to set up a task manually.
What to configure
Field | What it does | Example |
|---|---|---|
Title | A descriptive name for the task | "Weekly Pipeline Summary" |
Content | The instruction the task runs when triggered | "Analyze all open deals, calculate pipeline value by stage, and post a summary to #sales in Slack" |
Schedule | A cron expression defining when it runs | Every Monday at 9am |
Co-worker | Optionally assign to a specific AI co-worker | Scout (Sales Dev Rep) |
Integrations | Which tools the task can access | Slack, Google Sheets |
Collections | Which data tables the task can access | Deals, Contacts |
Max runs | Optional cap on total executions | 52 (one year of weekly runs) |
Schedule format
Tasks use cron expressions. Common examples:
Schedule | Cron expression |
|---|---|
Every day at 9am |
|
Every Monday at 9am |
|
Every hour |
|
First of every month at midnight |
|
Every weekday at 6pm |
|
Don't worry about memorizing these. When creating from chat, just describe the schedule in plain language and Play handles the conversion.
Important: tasks start fresh
Each task run spins up a new, isolated session. The task doesn't remember previous runs. Write the task content as a self-contained instruction that includes everything the session needs to know.