How to Use Scheduled Tasks
BrokerBot can schedule tasks on your behalf — follow-ups, reminders, recurring actions, and more. The Tasks page gives you a dashboard to view and manage all your scheduled tasks.
Scheduling a Task
Simply ask BrokerBot in chat to schedule something:
"Remind me to follow up with the Johnsons next Tuesday."
"Schedule a daily briefing every morning at 8am."
"Set a reminder to check on the appraisal in 3 days."
BrokerBot will confirm the task and schedule it.
Viewing Your Tasks
Navigate to the Tasks page in the main navigation (clock icon) to see all your scheduled tasks.
Task Statuses
Active — The task is scheduled and will run at the specified time.
Paused — The task is on hold and won't run until resumed.
Completed — The task has been executed successfully.
Failed — The task encountered an error during execution.
Filtering Tasks
Use the tabs at the top of the Tasks page to filter by status: All, Active, Paused, Completed, or Failed.
Questions? Reach out to [email protected].