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Recurring tasks and scheduled workflows

Have Proto do real work on a schedule, or run an ERP•AI workflow automatically and report the outcome.

Proto guide 1 min read Article 3 of 6 in Automation & scale

On this page

  1. Recurring tasks
  2. Scheduled workflows

Automation & scale

  1. Routines overview
  2. Reminders and watches
  3. Recurring tasks and scheduled workflows
  4. Managing routines
  5. Large and bulk jobs
  6. Messaging platforms

Recurring tasks

At each scheduled time, Proto does the work in the same conversation and reports back. You can give it standing instructions to follow every time.

  • “Every weekday at 9:00, summarize yesterday’s open work orders and flag anything overdue.”
  • “Every Monday at 8:00, reconcile last week’s receipts against the bank export and report differences.”

Scheduled workflows

  • “Run the receiving quality workflow every 30 minutes and tell me if anything fails.”
  • “Every night, run the period-close workflow and report any posting blocks.”

Tip: Test a scheduled workflow before relying on it: “Do a test run of that routine and show me what it reports.”

PreviousReminders and watches Next Managing routines

Related articles

Workflows Proto builds, tests and activates workflows that automate your processes.Managing routines See, pause, edit, test and delete routines from the Routines panel or by asking Proto.Messaging platforms Connect a messaging platform so Proto can message you or post to a channel from a task or routine.

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