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Scheduled tasks

Scheduled tasks let you tell Olly to run a saved prompt automatically on a schedule. Each run produces its own chat and lands in the task's run history. Use scheduled tasks for recurring observability work (a daily error summary, a weekly capacity check, a one-off run timed to a release) without having to remember to open Olly and type the prompt yourself.

To have Olly monitor a custom dashboard for you and report only on what matters, see Olly dashboard watch. A watch runs as a scheduled task and appears on this page.

A scheduled task's detail page, prompt, schedule, model, and run history

What you need​

  • Olly turned on for your team. See Enable Olly.
  • Each scheduled task belongs to the user who created it. A task is private by default, but its owner can share it with the team or specific teammates for read-only access. Only the owner can edit, run, or delete a task.
  • The View your team members permission (TEAM-MEMBERS:READCONFIG), to share a task with specific teammates. Sharing with your whole team needs no extra permission.

Open scheduled tasks​

In Coralogix, select Olly AI in the navigation bar, then Scheduled tasks.

The page has two tabs. Scheduled tasks holds the tasks covered on this page, and Dashboard watch holds the watches you've handed to Olly from a custom dashboard. Each tab carries its own count, and both draw on the same limits. See Olly dashboard watch.

The Scheduled tasks tab lists every scheduled task you've created as a card. Each card shows the task name, a badge marking it as One-off or Recurring, and an Active toggle. Use the search bar to filter by name, or select New scheduled task to create one. Tasks that teammates shared with you appear here as well, labeled with who created them.

Before you create your first task, the page shows an empty state offering the same two paths as the New scheduled task menu: Create with Olly and Create manually.

The Scheduled tasks page empty state: a card reading "Let Olly work while you're away" with Create with Olly and Create manually buttons

Create a scheduled task​

Fill in the task form yourself, or describe the task to Olly and let Olly draft it with you. Both paths produce the same task.

Create a task manually​

  1. On the Scheduled tasks page, select New scheduled task, then Create manually.
  2. In the Details section, fill in:
    • Name: short identifier shown on the card and in run history (for example, Daily error summary).
    • Prompt: the instruction Olly runs on each execution. Write it the same way you phrase it in chat, for example, Summarize the top error categories in the payment service over the last 24 hours and graph them.
    • Model: the Olly model used for each run. The list matches the models available in Olly chat. See Model selection.
    • Effort: how much reasoning the model puts into each run, from the same options Olly chat offers.
  3. In the Schedule section, set:
    • Recurrence: pick a cadence: One-off (runs once), Hourly, Daily, Weekly, or Monthly.
    • Run at (One-off) or Start time (recurring): when the run fires. The time must be in the future and no later than 1 week from now.
    • Active: leave on to start the task immediately, or turn off to save it paused.
  4. (Optional) In the Notifications section, add one or more destinations for each run's results. See Get notified when a task runs. You can also add these later by editing the task.
  5. Select Create.

The Create scheduled task form. Details, Schedule, and the Notifications section with a destination added

The new task appears on the Scheduled tasks page. If it's active and the start time has passed, Olly runs it at the next scheduled time.

Create a task with Olly​

Select New scheduled task, then Create with Olly. Olly opens a new chat with the /scheduled-tasks skill and an opening request already filled into the prompt box, ready for you to send.

Olly asks for whatever it still needs, such as what to run, how often, when to start, and where to send the results, and saves the task only after you confirm it. The task then appears on the Scheduled tasks page without a reload.

Manage a scheduled task​

Open a task to see its details, run it on demand, or change it. From the Scheduled tasks page, select a card to open the task detail page. From the more actions menu on a card you can also select Open, Edit with Olly, Edit manually, Run now, or Delete without opening the detail page.

Pause or activate a task​

The badge next to the task name shows the current state. Active (green) or Paused (grey). To switch states:

  • On the Scheduled tasks page, use the Active toggle on the card.
  • On the detail page, select Edit and switch the Active toggle.

A paused task stays in the list but doesn't run on its schedule. Activating it again resumes runs at the next scheduled time.

Run a task now​

Select Run now on the detail page, or pick Run now from the card's more actions menu. The run starts immediately and appears in the task's run history. Running on demand doesn't change the task's next scheduled run.

Edit a task​

Select Edit manually to open the task in the same dialog used to create it. You can change the name, prompt, model, effort, recurrence, interval, start time, and active state. Changes apply to subsequent runs. Chats from past runs stay unchanged. On the detail page, the same dialog opens from Edit.

To change the task in chat instead, select Edit with Olly. Olly opens with the task already named in the prompt box. Describe the change in plain language, such as moving the run to 07:00 or switching it to weekly, and Olly applies it after you confirm. If you already have an Olly chat open that you can write in, the request continues there. Otherwise Olly starts a new chat.

Delete a task​

Select Delete from the detail page or the card's more actions menu, then confirm in the dialog. Olly stops the task and removes it from your list. Chats from past runs of the task stay in your chat history, only the task itself goes away. Deletion can't be undone.

Share a scheduled task​

By default a scheduled task is private, only you, its owner, can see it. Share a task to give your whole team, or specific teammates, read-only access to the task, its run history, and the chat from every run. Only the owner can share a task, and sharing never lets anyone else edit, run, or delete it.

  1. On the Scheduled tasks page, open the task and select Share.
  2. In the Select who has access dialog, select one of:
    • Private: only you can view the task and its runs. This is the default.
    • Shared: give read-only access. Leave the member box empty to share with everyone in your team, or select teammates from the list to share with only those people.
  3. Select Save and copy link. Olly saves the setting and copies a link to the task so you can send it to the people you shared it with. Use Copy link to copy the link again later.

The Select who has access dialog for a scheduled task, showing the Share button and the Private and Shared read-only access options

Before you save, the dialog flags a change that widens or narrows access:

  • Adding people warns that they'll see the task's full run history, including past runs and their chats.
  • Removing people warns that they lose access to past runs as well as future ones.

Sharing with specific teammates needs the View your team members permission (see What you need). Without it, the member list is locked, but you can still share the task with your whole team.

On the Scheduled tasks page, a shared task you own keeps a tag showing whether it's shared with the whole team or with specific people.

What shared viewers see​

A task shared with you appears on your own Scheduled tasks page next to the tasks you created. The card and the opened task both show who created it. You can open the task, read its run history, and open the chat from any run.

The task is read-only for you:

  • Its action buttons, Run now, Edit, Share, and delete, are disabled. Hovering any of them shows that only the creator can run, edit, share, or delete the task.
  • There's no Active toggle, so you can't pause or resume it.
  • Each run's chat opens read-only, so you can read it but can't reply.

If the owner stops sharing the task or deletes it, it disappears from your list.

Get notified when a task runs​

By default a scheduled task runs quietly, each run's output lands in its own chat and in the task's run history, and you review it there. Add one or more destinations to a task and Olly delivers each run's results there as soon as the run finishes, so you don't have to keep the Scheduled tasks page open.

Destinations are Notification Center connectors. A task can send to up to 5 connectors, of three types:

  • Email: sends an email to an address you choose, headed with the task name and the run time in UTC, followed by the run's summary and an Open chat button.
  • Slack: posts to a Slack channel.
  • Microsoft Teams: posts a card to a Teams channel showing the run's status and start time, the run's summary, and an Open chat button. See Microsoft Teams for how to connect a Teams tenant.

Add email and Slack destinations from the task form or from chat. Add Microsoft Teams destinations from the task form.

What the notification says​

Olly writes the summary itself as the last step of each run, from the data that run queried, and it takes the same shape every time:

  • A lead line with the run's main finding and its key numbers.
  • Up to four bullets, each naming one item the task reports on, its number, and the error or cause behind it.
  • A closing line on what to check first. A run with nothing that needs attention leaves this line out.

A scheduled-task email: the task name, the run time in UTC, an Open chat button, and a Summary block that opens with the run's finding, then lists the three figures behind it and where to look first

The summary is short by design, at most 600 characters, so every destination carries the point of the run and links to the chat where the full analysis is. Olly writes it in markdown and each destination renders it. One that runs long is rewritten rather than cut, so a summary never arrives clipped mid-sentence.

Where Olly ends a run without writing a summary, the notification falls back to the opening of the run's answer instead, trimmed to the same length on a word boundary and marked with an ellipsis. A run that failed always falls back this way, so a failure doesn't read like a finding.

Add a destination in the task form​

The Create scheduled task and Edit dialogs include a Notifications section. Where this task's results are delivered after each run. Until you add one it shows No destinations yet, and each run's results are stored on the task without notifying anyone.

  1. In the Notifications section, select Add destination.
  2. In the connector picker, search for and select an Email, Slack, or Microsoft Teams connector. The type icons at the top of the list filter it by type.
  3. Repeat to add more, up to 5 destinations per task. Remove one with the delete icon beside it.

If you don't have a suitable connector yet, select + Connector at the bottom of the picker to open Notification Center connectors in a new tab, create one, then select Refresh list to pick it. Only Email, Slack, and Microsoft Teams connectors appear here.

Set up notifications from chat​

You can also let Olly handle email and Slack delivery when you create or edit a task in chat, for example, email me the results or post this to #payments-alerts. Olly reuses a connector that already targets that recipient, or creates one for the address or channel you name. You can add or remove recipients later, or turn notifications off entirely. See Manage scheduled tasks from chat.

To post to Slack, connect a Slack workspace to Coralogix first. If none is connected, Olly points you to the Integrations page to set one up.

In chat, Olly works with email and Slack connectors only. To deliver a task's results to Microsoft Teams, add the Teams connector as a destination in the task form. See Add a destination in the task form.

For more on connectors and destination types, see Connectors, Slack, and Microsoft Teams.

Manage scheduled tasks from chat​

You can create and manage scheduled tasks directly in the Olly chat, without opening the Scheduled tasks page. Describe what you want in plain language (for example, check the payment service for ERROR logs every hour) and Olly sets up the task. To invoke the scheduling skill explicitly, type /scheduled-tasks in the prompt; it also appears under Built-in in the / skill picker.

Create with Olly and Edit with Olly on the Scheduled tasks page open this same skill with the request already drafted for you. See Create a task with Olly and Edit a task.

From chat, Olly can:

  • Create a one-off or recurring task from your request. Olly turns your request into a self-contained prompt for each run, asks where to send the results, then confirms the task with a link to its detail page.
  • List your existing tasks.
  • Edit a task: rename it, rewrite its prompt, change the time or cadence, or convert between one-off and recurring.
  • Manage notifications: ask to be notified by email or in a Slack channel when a run finishes, add or remove recipients, or turn notifications off. See Get notified when a task runs.
  • Pause or resume a task.
  • Run a task now, outside its schedule. Olly returns a link to the new chat the run produces.

Olly can't delete a scheduled task from chat. To remove one, use the Scheduled tasks page. See Delete a task. The same limits apply whether you manage tasks from chat or from the Scheduled tasks page.

Olly can also list tasks that teammates shared with you and link to their runs, marking each as shared by its owner. Because shared tasks are read-only, Olly can't edit, run, or re-share them, and it can't share a task on your behalf. Share a task from the task form instead.

See run history​

The detail page's Run history section lists every run of the task, most recent first. Each entry shows:

  • A status badge. Pending, Running, Succeeded, or Failed.
  • The time the run started.
  • A View chat link to open the chat Olly produced for that run.

If a run is in progress, the entry stays in Pending or Running until it completes. A Failed entry means the run didn't complete. Hover the badge to see why. Common reasons are that the team's AI units quota was exceeded, that AI-Powered Capabilities was turned off for the account before the run fired, or that the run timed out. Some failures happen before the agent produces a chat, so a Failed entry might have no View chat link.

Limits​

  • Scheduled tasks per user: up to 20. If you reach the limit, delete a task you no longer need before creating a new one.
  • Notification connectors per task: up to 5 (email, Slack, or Microsoft Teams).
  • Notification length: 600 characters. The run's chat holds the full analysis.
  • Start time: must be in the future and no later than 1 week from when you save the task.
  • Visibility: a scheduled task is private to its owner until shared. When shared, teammates get read-only access, only the owner can edit, run, or delete the task. Team API keys aren't supported.

Next steps​

Browse the tabular outputs Olly returns from your scheduled runs in Dynamic tables.

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