Recorded: Feb 26, 2026
Day 3: Tasks
Agents are powerful in conversation, but they can also run on their own. Add a task to run your agent on a schedule or trigger it from events. Use workflows to orchestrate multi-step processes in bulk.
Tasks
On Day 1, you learned how agents handle tasks through conversation. Tasks let your agents run without you being there. You can add a task directly to any agent so it runs on a schedule or fires in response to an event.
Scheduled Tasks
The simplest task is a scheduled one. Set your agent to run every morning, every Monday, or every hour. It does the work and delivers results without anyone asking.
- Weekly report: every Monday at 8am, pull metrics from your tools, generate a summary, and drop it in Slack.
- Inbox digest: every evening, summarize the day’s emails and flag anything that needs a response.
- CRM hygiene: once a week, scan your pipeline for stale deals and nudge the owners.
Triggers
Instead of running on a clock, an agent can fire in response to an event. A new row in a spreadsheet, a form submission, a Slack message, or a webhook from another tool. The trigger starts the agent, and it takes it from there.
- Lead routing: new lead enters your CRM, the agent enriches it with company data, scores it, and routes it to the right rep.
- Support triage: ticket comes in, the agent checks the knowledge base, drafts a response, and assigns it to the right team.
- Meeting prep: calendar event starts in 30 minutes, the agent researches the attendees and sends you a briefing.
Workflows: Orchestrating in Bulk
When you need to run a multi-step process across a list of items, that’s where workflows come in. A workflow connects agents and actions into a sequence and can process each row in a spreadsheet, CSV, or dataset. This is loop mode.
- Contact enrichment: take 500 emails from a spreadsheet and enrich each one with title, company, and LinkedIn profile.
- Content generation: generate a personalized outreach email for every lead in your pipeline.
- Data cleanup: standardize formatting across thousands of CRM records.
Tomorrow is your second challenge: build an automation. Start thinking about a process you do regularly that could run as a scheduled task, a trigger, or a multi-step workflow.