Scheduled Tasks

Name: Pingd
Author: Pingd

Set up recurring agent tasks to automate your daily and weekly sales workflows. From morning briefings to weekly pipeline reviews, Pingd works on a schedule so you don't have to remember to ask.

Setting Up Scheduled Tasks

From Slack

Tell your agent directly:

"Give me a morning pipeline briefing every weekday at 8 AM"
"Send me a weekly deal risk summary every Monday at 9 AM"
"Remind me to update forecasts every Friday at 3 PM"

From Settings

Go to Settings → Agent → Scheduled Tasks
Click Create Task
Configure:

- Task name — Descriptive label - Prompt — What you want the agent to do - Schedule — When and how often - Delivery — Where to send results (Slack DM, channel, or dashboard)

Popular Scheduled Tasks

Morning Briefing

Schedule: Weekdays at 8:00 AM Prompt: "Give me a morning briefing with: today's meetings, deals closing this week, any overnight alerts, and my top 3 priorities for the day."

Weekly Pipeline Review

Schedule: Mondays at 9:00 AM Prompt: "Generate a weekly pipeline review: total pipeline value, change from last week, new deals added, deals advanced, deals lost, and top 5 deals by value with status updates."

Deal Risk Check

Schedule: Wednesdays and Fridays at 2:00 PM Prompt: "Check my pipeline for at-risk deals. Flag anything stuck for more than 2 weeks, deals with no scheduled next steps, or accounts with declining engagement."

Forecast Prep

Schedule: Fridays at 3:00 PM Prompt: "Prepare my forecast update: list all deals closing this quarter by stage, with weighted values and my confidence assessment for each."

End-of-Day Summary

Schedule: Weekdays at 5:30 PM Prompt: "Summarize what happened today: meetings held, deals updated, emails sent, and any action items for tomorrow."

Schedule Options

Frequency

Daily — Runs every day
Weekdays — Monday through Friday only
Weekly — Specific day(s) of the week
Monthly — Specific date each month
Custom cron — Advanced scheduling with cron expressions

Time

Set the time in your local timezone. Pingd automatically handles timezone conversions.

Delivery

Slack DM — Sent directly to you
Slack Channel — Posted to a specific channel (great for team tasks)
Dashboard — Available in Pingd dashboard only (no notification)

Advisor Scheduling

Advisors can also run on schedules using cron expressions for precise timing control. This allows for complex scheduling patterns like "every weekday except holidays" or "first Monday of each month."

Cron Expressions

Advisors support standard cron syntax:

0 8 1-5 — 8:00 AM on weekdays
0 9 MON — 9:00 AM every Monday
0 17 1 — 5:00 PM on the 1st day of each month
/30 9-17 * 1-5 — Every 30 minutes during business hours on weekdays

3-Stage Pipeline Process

When an advisor runs, it follows a 3-stage pipeline:

Submit Batch — Query is sent to OpenAI's batch API for processing
Process Results — AI analyzes your data and generates insights
Deliver — Results are formatted and sent via Slack DM

This batch processing ensures cost-effective execution of complex analysis while maintaining high-quality insights.

Managing Tasks

View All Tasks

Go to Settings → Agent → Scheduled Tasks to see all your active tasks.

Edit a Task

Click on any task to modify its prompt, schedule, or delivery settings.

Pause a Task

Toggle a task off without deleting it. Useful during vacations or busy periods.

Delete a Task

Remove a task you no longer need. This action cannot be undone.

Tips

Start with the Morning Briefing — It's the most immediately useful task
Don't over-schedule — 3-5 tasks is the sweet spot. Too many and you'll start ignoring them.
Iterate on prompts — If the output isn't quite right, edit the prompt to be more specific
Use channels for team tasks — Post team pipeline reviews to a shared channel

Pro Tip: Scheduled tasks can reference your custom instructions. If your instructions say "focus on deals over $50K," your morning briefing will automatically prioritize those deals.

Meeting Prep

Admin Guide