Schedule recurring work
Use Maintenance for a repeated check or a one-time scheduled instruction. An Intake schedule can bring findings into a collection as suggestions.- Write a concrete instruction and define what counts as a useful result.
- Choose the timing and, for Intake, the destination collections.
- In Run with, assign a Team member from the project or choose Manual / external agent.
- Check that the assigned member is signed in and has the required access.
- Inspect the occurrence’s result and conversation after it runs.
Keep reference material in Knowledge
Open Knowledge in the sidebar or use the books button in a member’s chat. A member’s library holds Markdown documents across that member’s conversations. The owner can manage access and grant other members read or write access. An optional organization library supports shared references. Agent access is explicit: choose who can read and who can write. Good candidates include:- Product decisions and constraints that should survive a new conversation.
- Setup instructions verified against your environment.
- Links and short summaries of completed investigations.