Space Tasks - Pulze.ai

Overview

Each space can have automated tasks that run on schedules. Space tasks execute AI conversations automatically, enabling hands-free operation of assistants for routine activities within the workspace.

Viewing Space Tasks

In the space sidebar panel:

• Tasks section with + button
• Shows task count or “No tasks scheduled yet” if empty
• Click + to create new tasks
• View scheduled and active tasks

Creating Tasks

From Space Sidebar

1. Click the + button next to “Tasks”
2. Configure task settings:
   • Name - Descriptive task name
   • Description - Task purpose
   • Assistant - Which assistant to use
   • Schedule - When to run (one-time, daily, weekly, monthly, custom)
   • Prompt - What to ask the assistant
3. Save the task
4. Task runs automatically on schedule

Task Configuration

When creating tasks for a space, configure:

• Execution Schedule - When the task runs
• Assistant Selection - Which space assistant to use
• Input/Prompt - What question or instruction to provide
• Output Destination - Where results are stored

Managing Tasks

Viewing Tasks

Access space tasks by:

• Expanding Tasks section in sidebar
• Viewing all scheduled tasks
• Checking next run times
• Monitoring task status

Task Actions

For each task, you can:

• View Details - See full configuration
• Edit - Modify settings
• Pause/Resume - Control execution
• Run Now - Execute immediately
• Delete - Remove task

Task Status

Tasks can be:

• Active - Running on schedule
• Paused - Temporarily disabled
• Completed - One-time task finished
• Deleted - Removed from space

Task Integration

With Assistants

Tasks use space assistants to:

• Execute automated conversations
• Generate regular reports
• Perform scheduled analysis
• Create recurring content

With Conversations

Task outputs are:

• Saved as conversations
• Tagged with task name
• Searchable in conversation history
• Accessible to team members

With Data

Tasks can leverage:

• Space data sources
• Updated information
• Dynamic content
• Current context

Best Practices

Clear Purpose: Define specific, measurable outcomes for each task.

Test First: Create one-time tasks to test before scheduling recurring runs.

Monitor Results: Regularly review task outputs to ensure quality.

Optimize Timing: Schedule tasks during appropriate times for your team.

Common Use Cases

Daily Reports

• Morning briefings
• End-of-day summaries
• Metrics updates
• Status reports

Weekly Summaries

• Week-in-review
• Progress reports
• Trend analysis
• Planning updates

Content Generation

• Regular blog posts
• Social media content
• Newsletter drafts
• Marketing materials

Data Analysis

• Automated insights
• Trend identification
• Anomaly detection
• Performance tracking

Schedule Types

One-time - Run once at specific date/time
Daily - Execute every day
Weekly - Run on specific days of week
Monthly - Execute on specific day(s) of month
Custom - Use cron expressions for complex schedules

Troubleshooting

Task Not Running

If a task doesn’t execute:

1. Check task status is Active
2. Verify next run time
3. Ensure assistant is available
4. Check space permissions

Unexpected Results

If task output is wrong:

1. Review prompt configuration
2. Check assistant settings
3. Verify data sources
4. Test manually first