Skip to main content

​
Overview

Tasks are saved prompts you can run on demand or on a schedule. Each task stores a prompt, a chat model, an optional agent, and a schedule (manual, daily, or weekly). Use Tasks when you want the same instruction to run repeatedly — for example a morning standup digest, a weekly status check, or a reusable slash command in chat.
Tasks are different from Workflows (deterministic multi-step graphs) and Skills (reusable instruction packages for agents).

​
Accessing Tasks

  1. Open Apigene Copilot
  2. Click Tasks in the main navigation (available to org admins and non-member roles that can manage tasks)
You can also manage tasks from chat: type / in the composer to open the Tasks picker.

​
Create a task

  1. Go to Tasks
  2. Click Create New Task (or Create Your First Task when the list is empty)
  3. Fill in the form:
    • Name — unique for your account; spaces become hyphens
    • Prompt — the message that runs when the task executes
    • Model — chat model used for the run (required)
    • Also attach agent (optional) — bind an agent so runs use that agent’s tools and instructions
    • Frequency — Manual, Daily (time in UTC), or Weekly (day + time in UTC)
    • Continue in same chat — append to one thread across runs, or start a new chat each run
  4. Click Save
From chat, open the / Tasks picker and choose Add new task to use the same form.

​
Edit, pause, and run

After Run now, Apigene queues the execution and shows toast feedback. When the run finishes, results appear as a chat thread (open from the toast when offered). The table shows a Last run status when available.
Schedule times are always in UTC. Convert from your local timezone when setting Daily or Weekly runs.

​
Using tasks in chat

  1. In Copilot chat, type /
  2. Pick a task from the list
  3. The prompt (and attached agent, if any) is applied to the composer so you can send or edit it
This is useful for prompts you reuse often without opening the Tasks page.

​
Good to know

  • Task names must be unique for your user (case-insensitive)
  • Visibility is private to you in the current Tasks UI
  • Concurrent Run now on the same task may be rejected while a run is already queued or in progress
  • Scheduled and manual runs use the model saved on the task
  • Workflows — multi-step agent graphs with simulate and approvals
  • Agents — attach an agent to a task for tool access
  • Copilot — chat experience where / tasks live
  • Task API — REST endpoints for automation