Schedule an automated long-running task
Learn how to create and schedule a long-running task in AgentFlow so that you can automate repeatable agent work as a background job.
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You need an active Reltio agent with AgentFlow enabled.
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You must have access to Task Management.
You have permission to create and schedule tasks.
- In Reltio AgentFlow, select Task management from the left navigation pane. The Task Management page is displayed with a list of scheduled tasks.
- Select +Schedule Task to schedule a new automated long-running task.
- In the Task Name field, enter a descriptive name for the task.
- From the list of agents displayed, select the agent that you want to use for the task.
- Select Continue.
- In the User prompt field, enter the instructions that the agent will use for the scheduled run. Use the prompt to identify which records to process and any rules, conditions, or actions the agent should apply.
- Select Continue.
- Choose whether to run the task once or on a recurring schedule.
- Select Run Once to schedule the task for a specific date and time.
For a one-time task, specify the date and time. Review the next scheduled run before you continue.
- Select Recurring to run the task on a recurring schedule.
Set the task to run on a recurring schedule by specifying frequency, day, and/or time. You can schedule the task to run daily, weekly, or monthly.
- Select Run Once to schedule the task for a specific date and time.
- Choose whether to run the task once or on a recurring schedule.
- Select Continue.
- Review the task details and schedule settings.
- Select Confirm and Schedule to save the task. The task now appears on the Task management page.
AgentFlow creates the task and schedules it based on the settings you selected. Each execution runs as a separate job. During execution, the agent processes items based on the task instructions. Some items are processed automatically, while others are sent for human approval.