Operations
Available
Task chaser agent
Reads your task sheet, finds what has slipped past its date, and writes one short message per person covering everything they owe, rather than a stream of separate reminders.
Quick facts
- Runs
- Weekly, Monday 09:00
- Needs
- Google Sheet of tasks with owners and dates
- Access
- Read, and send with your approval
- Setup time
- About 3 minutes
- Plans
- Starter and up
What it does each week
-
STEP 1
Reads the task sheet
Read only.
-
STEP 2
Finds what slipped
Past due, not done, not on hold.
-
STEP 3
One message per person
Covering everything they owe.
-
STEP 4
Asks for a date
Not an apology.
Runs on its own
- Reading the task sheet
- Grouping by person
Waits for your approval
- Every chase message, until you switch it to automatic
You can switch any task to automatic once you trust it.
What you tell it when setting up
| Question | Why it is asked |
|---|---|
| Tab with your tasks (needed) | For example: Tasks |
| Days past due before chasing (needed) | Used in the agent's instructions. |
| Copy someone on every chase (optional) | For example: manager@example.com |
Works well with
Start the Task chaser agent free
The free plan includes one agent and 100 runs a month.