🖥️ Where the scheduled task runs
New here? One scheduled task it’s an instruction you write once and the computer runs on its own at a set time—every day at 8 a.m., every Friday at 6 p.m.—without you opening or clicking anything. And it lives in a specific place: the desktop app.
New here? Desktop app means “desktop application”: a program with a window, menus, and buttons that you install on your computer and open with two clicks, like a browser. It’s the counterpart of the terminal — that black screen where you type commands instead of clicking—but both connect to the same agent. What changes is the storefront, not the employee.
Why does a scheduled task need the desktop app? Because someone has to keep an eye on the clock. The terminal exists only while the window is open: you close it, it disappears, and no one is left to remember that you have an appointment at 8 a.m. The desktop app stays installed and active in the background, and it’s what starts the work at the right time. It’s the difference between a helper who leaves at 6 p.m. and a doorman who sleeps in the building.
Creating a task is simpler than the name suggests: the desktop app has a scheduled tasks panel. You open the panel, write in Portuguese what needs to be done, choose the frequency and time, and save. That’s it — from then on, it’s the machine’s responsibility, not yours to remember.
💡 Main Concept
Every scheduled task has three parts, and missing any one of them breaks the routine.
- •The instruction: what to do, written so it makes sense on its own.
- •The frequency: how often.
- •The time: the exact moment it fires.
🗓️ Daily, weekly, monthly — and what fits into each
A frequency is the heart of the scheduled task, and there are three options that cover almost everything a person needs. The choice isn't technical: it's about your lifestyle. Ask yourself how often the topic changes — and not how often you would like of looking at it.
Daily — what changes every day
Things that accumulate from one day to the next and snowball if you don’t check on them.
- • Review the inbox and summarize what's urgent every morning at 8 a.m.
- • List today's appointments and deadlines due today.
- • Check whether something you left running yesterday finished successfully.
Weekly — what only makes sense as a block
Things that take a few days to form a visible pattern.
- • Report on what was done during the week, every Friday at 6 p.m.
- • List of outstanding items that have gone unanswered for more than a week.
- • Prepare the summary for Monday's meeting on Sunday night.
Monthly — the tedious things you always forget
Maintenance. Nobody remembers, and everyone regrets it when it fails.
- • Backup of important files, on the 1st of every month.
- • Month-end expense summary, organized by category.
- • Clean up work folders and archive what's already done.
Caption: look at the density of each row. The daily one fills the whole week; the weekly one appears once; the monthly one appears once in many weeks. The rarer the frequency, the more complete the instruction needs to be — because no one will remember the context a month later.
✓ Well-chosen frequency
- ✓Matches the pace at which the subject actually changes.
- ✓Delivers at the time you’re going to use the result.
- ✓You'd miss it if it stopped arriving one day.
✗ Poorly chosen frequency
- ✗Daily for something that only changes once a month—it becomes noise, and you stop reading it.
- ✗Monthly for something that goes bad in three days — that’s far too late.
- ✗A time in the middle of the night for a summary you read in the morning.
🧠 A new session for every run — and why that matters
New here? Session is a conversation with the agent, from beginning to end. It remembers everything said during it; when the session closes, that memory goes away. And here’s the most important feature of the scheduled task: each run opens a session new. No run knows what the previous one did.
Think of an excellent contractor who works for you one hour a day—but it’s a different person every day, and they all read only the note you left taped to the door. If the note says “do the usual,” today’s person has no idea what “the usual” is. The scheduled task instruction is that note: it needs to be self-sufficient, in other words, whether it explains everything on its own, without relying on anything said before.
This sounds like an annoying limitation, and in part it is. But consider the other side: a clean session also means that yesterday's error won't contaminate today. If Tuesday's run got confused by a strange file, Wednesday's starts from scratch without carrying that confusion forward. That amnesia also offers protection.
There is a graceful way to handle when you really need continuity — and it’s the entire subject of module 6.4. The trick, in one sentence: if the agent can’t keep the memory in its head, it can keep it in a file. Today’s run writes what it did to a status file; tomorrow’s run starts by reading that file. Memory moves out of the session and onto the disk, where no one can erase it.
Caption: follow the dashed cyan arrow back—it never passes through the memory box. That’s why the instruction needs to explain itself: nothing crosses on the way back except what you wrote.
🔍 Inside
- Self-contained instruction: says where to look, what to do, where to save it, and in what format — without "as we agreed."
- Without loose pronouns: no "that file" or "the same one as before." Use the full name and full path.
- File-based memory: when you need to compare with yesterday, have it write and read a status file (module 6.4).
🔌 What if the computer was turned off?
This is the question everyone asks as soon as they understand the concept — and it’s a good one. If the task is scheduled for 8 a.m. and the computer was off at 8 a.m., packed in a suitcase for a trip, what happens? The answer is reassuring: nothing is lost. The task stays marked as lost execution and runs as soon as the machine turns back on.
The analogy is mail. You’ve been away for a week; the letters weren’t left unsent or returned—they stayed in the mailbox waiting. You get home, open the mailbox, and everything is there. The difference is that the content may be stale: a summary of “today’s emails” generated four days late summarizes a “today” that’s already passed.
That’s why recovery is a safety net, not a free pass. It saves you from the occasional lapse — the day the machine restarted on its own, the morning you left before turning on the computer. It doesn’t replace a server that stays on 24 hours a day, and that’s exactly the difference Trail 4 explored when discussing moving off your laptop. If the routine is truly critical, it shouldn’t depend on you remembering to turn anything on.
Caption: the dashed gray circles are runs that didn’t happen; the pink ones are those same runs after recovery. The cyan circle at the end marks the return to the normal rhythm. Notice that the queue runs in sequence, not all at once.
💡 Practical Tip
Write the instruction so it still works if it runs late. Instead of "summarize today’s emails," prefer "summarize the emails that have arrived since this routine last ran." The first goes stale; the second stays accurate even if it runs three days later.
⌨️ Your first scheduled task (copy and run)
Enough theory. Below is a complete request, ready to paste into the desktop app. It was written following everything you’ve learned so far: it explains itself, doesn’t depend on previous memory, says where to save it, and stays correct even if it runs late.
🎯 Objective
Create a daily routine that, at 8 a.m., checks your inbox, picks the 5 most important emails, and leaves a short summary in a file — ready for you to open with your coffee, without needing to check your email before deciding what to do that day.
Block to copy
Crie uma tarefa agendada com estas configurações:
FREQUÊNCIA: diária
HORÁRIO: 08:00
NOME: Resumo matinal da caixa de entrada
INSTRUÇÃO (execute exatamente isto a cada disparo):
1. Abra minha caixa de entrada de e-mail em <seu endereco de e-mail>.
2. Olhe apenas as mensagens que chegaram desde a última vez
que esta rotina rodou. Se não souber quando foi, use as
últimas 24 horas.
3. Escolha as 5 mais importantes. Considere importante:
- cobrança de resposta com prazo
- mensagem de <pessoas ou empresas que voce nao pode ignorar>
- qualquer coisa com "urgente", "prazo" ou "vencimento"
4. Para cada uma, escreva 2 linhas: quem mandou, e o que
ela quer de mim.
5. Salve o resultado no arquivo
<caminho da pasta onde voce quer o arquivo>/resumo-matinal.md
Sobrescreva o arquivo anterior.
6. No fim do arquivo, escreva a data e a hora desta execução.
NÃO faça nada além disso: não responda e-mails, não apague
nada, não marque nada como lido.
The excerpts in cyan between angle brackets are the ones you replace with your data before pasting.
How to verify that it worked
- 1.Right after creating it, check the task dashboard to see if it appears in the list with the frequency set to “daily” and the time set to 08:00.
- 2.Don’t wait until tomorrow: ask for an immediate test run (most dashboards have a Run now button). If there isn’t one, change the time to 5 minutes from now, watch it run, then set it back to 08:00.
- 3.Open the file
resumo-matinal.mdin the folder you specified. Does it exist? Does it have 5 items? Is the date at the end? - 4.The next day, check whether the date at the end of the file changed. If it did, the routine is running.
💡 Main Concept
Notice three deliberate choices in the text above — copy the pattern, not just the content:
- •Numbered steps: leave no room for the agent to make up the order.
- •Explicit criterion for "important": without this, you get a summary with a different feel every day.
- •A list of what NOT to do: the routine runs with no one watching, so the limit needs to be written down.
🧯 Common errors and quick checklist
Almost every scheduled task problem falls into one of these categories. It’s worth reading this before creating yours—each item here cost someone a wasted morning.
✗ Instruction mistakes
- ✗"Do it as usual": it’s a new session; there is no “always.”
- ✗"Continue where you left off": nobody stopped anywhere — the previous session no longer exists.
- ✗Without saying where to save it: the result disappears inside the session that closed.
- ✗Instruction too open-ended: "organize my emails" gives a different result every day.
✗ Configuration mistakes
- ✗Time when the machine is never on: turns into an endless recovery queue.
- ✗Excessive frequency: daily for something monthly — you'll stop reading in two weeks.
- ✗Never test beforehand: discover the error only on the third business day.
- ✗Permission that's too broad: automated routines deserve the shortest leash—covered in module 6.6.
✓ Checklist before saving
- ✓Can someone who has never seen this before understand the instruction on its own?
- ✓Does it say where to save the result, with the full path?
- ✓Does it still make sense if it runs 3 days late?
- ✓Is there a list of what it should NOT do?
✓ Checklist after saving
- ✓Does it appear in the dashboard list with the right frequency and schedule?
- ✓Have you watched a test run happen with your own eyes?
- ✓Does the output file exist, and is it in the format you expected?
- ✓On the second day, did the result update on its own?
🔍 Inside
- Strange behavior rule: if a stranger read only your instructions, could they carry them out? If not, they need more context.
- Delay rule: can the instruction survive a three-day delay without becoming a lie?
- Limit rule: is it written down what it can’t do?
Quick check (optional): why can’t a scheduled task’s instructions say “continue where you left off yesterday”?