Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.clarityq.ai/llms.txt

Use this file to discover all available pages before exploring further.

​
Creating a Task from Ask Anything

The easiest way to create a task is to ask the agent directly within a conversation. For example:
  • “Schedule this analysis to run every Monday at 9am”
  • “Turn this into a daily report and send it to Slack”
  • “Create a weekly task that checks revenue per user every Friday”
The agent proposes a task with an optimized prompt, schedule, and delivery settings. You review the details and approve — the task is created without leaving the conversation.
Creating tasks from a conversation is especially effective because the agent already has the context of your analysis. It can optimize the prompt based on what worked in the current chat.

​
Creating a Task Manually

You can also create tasks from the Automations page:
1

Open the Automations page

Navigate to Automations from the sidebar and click Create Task.
2

Name your task

Give the task a descriptive name — for example, “Daily KPI Summary” or “Weekly Churn Report.”
3

Write the prompt

Enter the question you want the agent to answer. Write it the same way you’d ask in Ask Anything.
4

Set the schedule

Choose a frequency and time:
  • Daily — Runs every day at the specified time
  • Weekly — Runs on a selected day of the week
  • Monthly — Runs on a selected day of the month
The time is set in your local timezone.
5

Configure delivery

Choose where results should be sent — Email, Slack, or both. Results always appear in the in-app Results tab regardless of other delivery settings. See Task Delivery & Notifications for details.
6

Save and optionally test

Save the task. You can check Test after creation to run a test immediately — see below for what this means.

​
Testing a Task

When you check Test after creation, ClarityQ executes the prompt immediately so you can verify the output. The test result appears in the Results tab under Automations — but it is not delivered to Slack or email recipients. This lets you review exactly what the task will produce before it goes out to anyone on its scheduled cadence.
Test after creation and Run Now behave differently. Test after creation is a dry run — results are only visible in the Results tab. Run Now triggers a full execution that delivers results to all configured channels (Slack, email) just like a scheduled run would.

​
Managing Tasks

​
Editing a Task

Click on a task to open it for editing. You can update the name, prompt, schedule, and delivery settings. If you change the schedule, the next run time is recalculated automatically.

​
Pausing and Resuming

  • Pause — Temporarily stops a task from running. No runs will occur while paused.
  • Resume — Reactivates a paused task. The next run time is recalculated from the current schedule.

​
Running Manually

Click Run Now to trigger an immediate execution outside the regular schedule. This is useful for testing or getting an on-demand result.

​
Deleting a Task

Delete a task to permanently remove it and all its results.
Deleting a task cannot be undone. All associated results are permanently removed.

​
Tips for Effective Tasks

  • Be specific in your prompt — The agent runs without follow-up questions, so make the prompt clear and self-contained
  • Use @ mentions — Reference specific metrics or segments to ensure consistent results every time
  • Use / to invoke skills — If the analysis you want to automate is defined as a skill, reference it with /skill_name in the prompt. The agent will follow the skill’s methodology on every execution.
  • Start with daily tasks — Monitor the first few results to make sure they match your expectations before reducing frequency
  • Test first — Test after creating or editing to verify the output before the first scheduled execution