Scheduled Workflows

Use a scheduled workflow when you want AnalytAI to generate the same kind of report on a recurring schedule without starting a fresh chat each time.

Before you start

• open the project whose data should drive the report
• make sure the correct organization is selected
• start from Chat, because workflow creation begins there

Create a workflow from chat

1. Open Chat for the project you want to monitor.
2. Ask for a recurring report or scheduled summary.
3. Review the workflow card that appears in the chat response.
4. Click Create.

AnalytAI opens Review workflow, where you can adjust the details before saving the workflow.

What you can change in Review workflow

• Name
• Description
• Instructions
• Schedule
• Time
• Days for weekly schedules
• Month days for monthly schedules
• Send email

Save the workflow

1. Review the schedule and instructions.
2. Turn Send email on or off based on how you want the workflow delivered.
3. Click Create.
4. Open Reports to confirm the workflow now appears in the organization list.

Image Placeholder

Review workflow dialog

• Placement: After the steps that explain how to save the workflow.
• Show: Show the Review workflow dialog with the schedule controls, instructions field, and Send email switch.
• Alt text: AnalytAI Review workflow dialog with schedule settings and a Send email option
• Suggested file: build-outputs/review-workflow-dialog.png
• Notes: Use a weekly schedule example so the Days controls are visible.

What to do after creation

• use Reports Overview to manage the workflow
• use Workflow History to inspect recent runs
• use Exported Reports when you need a PDF copy