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

# Set up a task

> Have an agent do a job on a schedule, with no one in the chat.

Ask an agent, in a chat or in Slack. It can ask a question first, for example which ad account, and then it confirms what it set up.

```text theme={null}
Set up a task to send me my Meta ad spend, clicks, and cost per click for each campaign every Monday at 8:00 AM Pacific.
```

![The agent confirms a weekly task: the account, the schedule, the report, and where it is sent](https://mintcdn.com/hyper-ai/oho_ItWdT-EEhLPV/images/guides/tasks-chat-reply.png?fit=max\&auto=format\&n=oho_ItWdT-EEhLPV\&q=85\&s=3053780c376abb494c207d61f8f252a5)

The task is now on the **Automations** page. At each run, the agent sends the report where it said, in this example your Hyper inbox: click the bell at the top of the sidebar. The run is also listed on the task under **Previous runs**.

In Slack, mention the Hyper app with the same request in a Slack channel where your agent answers. To put an agent in Slack, see [Slack](https://hyperfx.ai/docs/integrations/slack.md).

## Create a task yourself

1. In the sidebar, click **Automations**, then **New task**.

   ![The Automations page, with the New task button](https://mintcdn.com/hyper-ai/oho_ItWdT-EEhLPV/images/guides/tasks-automations.png?fit=max\&auto=format\&n=oho_ItWdT-EEhLPV\&q=85\&s=af089e9a15fd017d4773eca7f85986a0)

2. Type a name. In **Instructions**, say what the agent does in each run.

3. Next to **Triggers**, click the plus button, then **Schedule**.

   ![The New task dialog, with the plus button next to Triggers](https://mintcdn.com/hyper-ai/oho_ItWdT-EEhLPV/images/guides/tasks-new-task.png?fit=max\&auto=format\&n=oho_ItWdT-EEhLPV\&q=85\&s=205cabd203678567d2d15e3688e100e5)

4. Click **Weekly**, then select the day and the time.

   ![A weekly schedule in the New task dialog](https://mintcdn.com/hyper-ai/oho_ItWdT-EEhLPV/images/guides/tasks-schedule.png?fit=max\&auto=format\&n=oho_ItWdT-EEhLPV\&q=85\&s=f6d834a81788b5294e7c99e123e539e0)

5. Click **Create task**.

## Triggers

| Trigger | When the task runs |
| - | - |
| **Schedule** | At a time you set: **Once**, **Hourly**, **Daily**, **Weekdays**, **Weekly**, or **Custom** |
| **Webhook** | When another system calls the web address of the task, for example your form tool when a person sends a form. The address and its token are in the task after you create it. |
| **App event** | When an event happens in an app connected to the agent, for example a new email |
| No trigger | Only when you click **Run now** |

## Other settings

| Setting | What it does |
| - | - |
| **Task type** | **Agent** runs your instructions. **Script** runs Python code. |
| **Tools** | **All connected apps**, or only the apps you select for this task |
| **Full access**, in **Instructions** | What the agent may do without asking. A task starts in **Full access** because no one is in the chat to approve. See [Access and approvals](https://hyperfx.ai/docs/guides/access-and-approvals.md). |
| **Thread** | **New each run** gives each run its own chat. **Reuse one thread** keeps all runs in one chat, for a run that needs what an earlier run wrote. |
| **Share with workspace** | Lets the people of your workspace see the task |

## Test a task

On **Automations**, click the task to open it.

![A task, with the Test and Run now buttons](https://mintcdn.com/hyper-ai/oho_ItWdT-EEhLPV/images/guides/tasks-task-page.png?fit=max\&auto=format\&n=oho_ItWdT-EEhLPV\&q=85\&s=35cfffc4ad9dcde5d46feed7cee074a8)

| Button | What it does |
| - | - |
| **Test** | Runs the task with nothing real happening: no email is sent, and no ad changes. Only a task of the type **Agent** has it. |
| **Run now** | Runs the task for real |

Each run is listed under **Previous runs**. Click a run to read what the agent did.

## Pause or delete a task

On **Automations**, open the three-dot menu of the task and click **Pause** or **Resume**. To delete a task, open it and click the trash can button.

## More examples

| You want | Ask for |
| - | - |
| A daily budget check | `Every weekday at 9:00 AM Pacific, tell me which Google Ads campaigns spent more than their daily budget yesterday.` |
| A monthly summary | `On the first day of each month, summarize last month's spend, clicks, and conversions across my Meta, Google, and TikTok ads.` |
| A check at one set time | `Tomorrow at 10:00 AM Pacific, check if my new Meta campaign has spent its daily budget and tell me its cost per click.` |
| A weekly list of ads to pause | `Every Friday at 4:00 PM Pacific, list the Meta ads whose cost per click went up by more than 20% this week.` |


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