01. Configuring Frequency for Automated Standalone AI Tasks

If you’ve created a standalone AI task (i.e., one that does not use a UI app), you can configure it to run automatically on a scheduled basis—daily, weekly, or hourly—using an Event Workflow.

Step-by-Step Instructions

1. Access the Workflows Page
   • Navigate to the Workflow tab.
   • Select the Event Workflows.
     
   • Click New Workflow -> Create Workflow Using Template
     
   • Create Workflow -> select Create Custom Workflow
     
2. Create a New Event Workflow
   • Set up a new workflow that includes both the Run App and Stop App components.
     
3. Configure the ‘Run App’ Task
   • Within the Run App configuration, define which app to run using a JSON payload. For example: { "state": 247, "keywords": [ { "name": "AppName", "value": "Excel of All Xero Contacts" } ] }
   • This instructs the system to execute the specified app.
     
4. Activate the Workflow
   • Ensure that the event workflow is marked as Active.
   • Specify the desired frequency (e.g., every day, every hour) based on your automation requirements.
     
5. Output Delivery
   • Once triggered, the app will execute as scheduled.
   • The output will automatically be written to the Dashboard for further access or review.
   • If you’ve scheduled the app “Excel of All Xero Contacts” to run daily, it will do so without further input and push its output directly to the dashboard for your convenience.