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This guide will walk you through the process of creating tasks for your AI Agents on the Maybe* platform. By following these steps, you can efficiently automate tasks and streamline your operations.
Creating tasks for your AI Agents allows you to automate repetitive processes, enhance productivity, and ensure that your AI Agents are working towards your business goals. With Maybe*, setting up these tasks is straightforward and user-friendly.
How to use Tasks
- Create and Formulate a Task:
- Click on ‘Tasks’ section in the main navigation
- Then click on the "New Task" button.
- Clearly articulate the task or question, such as "Generate a monthly financial report" or "How much social media engagement did we get yesterday?" and press enter.
- A task will be created with a detailed prompt and objective goal based on its understanding of the task requirements. Review and edit these if necessary.
- Select Output :
- Choose your output to either ‘Chat UI’ or ‘App for Slack’.
- If you select ‘App for Slack’, choose a Slack channel from the list of channels where the Slack app is already added.
- Schedule if you wish:
- You can set your task to run daily, weekly, monthly, or yearly at a specific time to ensure automatic execution according to your preferred schedule.
- Set as personal or shared
- Personal task - only you the person who created it should be able to see it, edit it and use it.
- Shared task - all your teammates will be able to see it, edit it and use it regardless of who created it.
- Save the Task
- Click ‘Save’ at the bottom
- Execute the task
- If its not a scheduled task return to your task list and press enter on the desired task to execute it.
- AI Agent response:
- Once a task is executed, your AI Agents will process your query and provide an expert prompt or actionable insights based on your request.
- Organising Tasks:
- You can pin tasks, which will add them to the top of your Task list, making them easily accessible.
Troubleshooting
| Issue |
Possible Cause |
Suggested Solution |
| Task not appearing in the list |
Task not saved properly |
Ensure you click "Save" after creating the task. |
| Task not executing |
Task not properly configured or saved |
Double-check the task details and ensure it is saved correctly. |
Creating tasks for your AI Agents is a powerful way to leverage your AI capabilities, helping you automate processes and focus on strategic activities. By following these steps, you can ensure your AI Agents are aligned with your business objectives.