Scheduled AI agents: Plan what your agents execute, and when.

A ConvOps week and month board for what your scheduled AI agents execute, sized to what your workspace actually finishes. Spread work before its deadlines, plan next week in one pass, and let each item start itself on its day.

capacity = points done per week, last 4 weeks · no history: unknown, never 0

plan · week of 26 Octexample

to plan · 2 items with no day

Mon 26 Oct
4 / 10
  • Reconcile vendor accountsMfinance
  • Pull access-review evidenceScompliance
Tue 27 Oct
8 / 10
  • Refresh outerwear pagesLretail
Wed 28 Oct
4 / 10
  • Draft market briefMresearchauto 07:00
  • Account research: renewalsSsales
Thu 29 Oct
3 / 10
  • Article: pricing explainerMcontentauto 07:00
Fri 30 Oct
0 / 10
    to plan · 2
    0 · unknown
    • Variance notes for closeMfinancedue Fri
    • Translate onboarding guideScontentdue Fri
    in short

    How do you plan what scheduled AI agents execute?

    ConvOps Plan is a week and month board where a team decides what its agents execute and when, sized to workspace capacity, and can start work on its planned day.

    ConvOps is the operations layer for AI agents. It holds your team's process as workflows with gates, a shared memory, scheduled and unattended runs, programs, a plan board, metrics and a full audit trail. It does not sell or host models.

    key facts · october 2026

    • The week board shows days in lanes: by project, by executor, or one flat lane. The month view links each day to its week.
    • A tray holds the Now and Next work that has no day yet. Drag an item onto a day, or place it from the keyboard.
    • Capacity is the average number of points your workspace finished per week over the last four weeks, with S, M and L worth 1, 3 and 8. With no history it reads unknown, never zero.
    • Spread puts each item of a batch on the least-loaded working day on or before its deadline. Preview it as a dry run, which shows each day's points and warns when the week goes over capacity. It is all or nothing: if any item is refused, the whole spread is refused and nothing moves.
    • A planned task can start on its own on its day, at the time you set, in the task's time zone, on the executor you name.
    • Schedules fire on a cadence (once, every few minutes or hours, daily, weekdays, weekly, monthly) or a custom recurrence rule, each in its own time zone, and show their next five fires before you save.
    • Upcoming schedule fires appear on the board next to the planned work.

    best for

    • Teams whose agents carry a week of work and need to decide what runs on which day.
    • Audit preparation, due diligence and launch work with deadlines, spread over the week against real capacity.
    • Teams across regions that want each run at a local hour.

    not for

    • Rostering people. Plan schedules the work your agents execute.
    • A Gantt chart with dependencies between items. The board places work by day.

    updated

    the problem

    Nothing shows what runs on Thursday, or whether it fits.

    Work for agents waits in a backlog with no days on it. The overload shows up on the deadline, and a schedule that drifted an hour leaves no trace.

    “What are the agents running on Thursday?”

    Work for agents sits in a backlog with no days on it. Nobody can say what runs when, or what lands on the same morning.

    “Will all of this fit before the deadline?”

    The plan assumes a week the team has never finished. The overrun shows up on the deadline, not on the Monday before it.

    “Why did the 08:00 run start at 07:00?”

    A schedule kept in UTC drifts an hour when the clocks change, and a run that could not start leaves no trace.

    board

    A week board with a tray of unplanned work.

    Days by lanes, grouped by project, by executor or flat. Work with no day waits in the tray until you drag it onto one.

    plan · week of 26 Oct · lanes by projectexample
    Mon 26 Oct08:00 market brief
    6 / 10
    • Article: pricing explainerMcontentauto 07:00
    • Reconcile vendor accountsMfinanceslipped
    Tue 27 Oct08:00 market brief
    9 / 10
    • Account research: renewalsSsales
    • Refresh category pagesLretail
    Wed 28 Oct08:00 market brief12:00 stock check+1
    3 / 10
    • Article: onboarding guideMcontentauto 07:00
    Thu 29 Oct08:00 market brief
    4 / 10
    • Pull access-review evidenceScompliance
    • Variance notes for closeMfinance
    Fri 30 Oct08:00 market brief
    11 / 10over by 1
    • Draft analyst briefLresearch
    • Article: release recapMcontentauto 07:00
    to plan · 3
    0 · unknown
    • Translate holiday FAQMcontentdue Fri
    • Audit supplier contractsLlegal
    • Tag support themesSsupport
    • Week and monthThe week shows days by lanes: by project, by executor or flat. The month counts each day's work, and each day opens its week.
    • A tray for work with no dayOpen tasks and bugs from Now and Next, up to 500 shown with the true count. Drag one onto a day, or use Place here from the keyboard.
    • Slipped work is flaggedSlipped and late items are marked on the board. Upcoming schedule runs show on each day: two, then a count.
    • Unplan cancels the runTake an item off its day and its auto-run is cancelled with it.
    example · content

    A content calendar the agents work from

    Each article sits on its publish day in a lane per publication, and starts itself at 07:00 on that day.

    week board · lanes by project · auto-run

    example · financeenterprise

    Quarter-end close on the month view

    Reconciliations, accruals and variance notes are dated up to close day. The month counts each day, and slipped items are flagged before the close.

    month view · planned days · slipped flags

    example · agencyenterprise

    Client work by executor

    Lanes by executor show what each executor carries each day, and the recurring client reports sit on the same days as chips.

    lanes by executor · schedule chips

    example · data operationsenterprise

    A 40-batch records migration

    Forty migration batches wait in the tray with no day. The tray shows the true count, and each batch gets a day when someone places it or a spread does.

    tray · Now and Next · place or spread

    example · software delivery

    Release prep without a stale run

    Drag a fix onto Thursday and it moves to Now. Take it off again and its auto-run is cancelled with it.

    placement · Now cap · unplan cancels auto-run

    Work that comes in phases fits the board as it is: the ConvOps implementation plan template turns an approved plan into one child task per phase, and each phase task can go on its own day.

    capacity and spread

    Capacity from what you actually finished.

    Capacity is what your workspace completed per week over the last four weeks. Spread work onto the least-loaded days before each deadline, and see the overrun before you commit.

    plan · week of 2 Nov · spreadexample

    6 items to spread · size first

    Mon 2 Nov
    1 / 10
    • Tag new arrivalsSretail
    Tue 3 Nov
    4 / 10
    • Store hours updateMretail
    • Fix feed errorsSretail
    Wed 4 Nov
    0 / 10
      Thu 5 Nov
      4 / 10
      • Supplier FAQ refreshMretail
      • Banner copy checkSretail
      Fri 6 Nov
      3 / 10
      • Weekly trading notesMretail
      to plan · 6
      0 · unknown
      • Refresh outerwear pagesLdue Thu
      • Rewrite gift-guide copyLdue Fri
      • Audit discontinued SKUsLdue Fri
      • Update size chartsMdue Wed
      • Regenerate alt textMdue Fri
      • Check promo banner datesSdue Tue
      • Measured, not estimatedThe average points completed per week over the last four weeks. S, M and L count 1, 3 and 8; unsized counts as M.
      • Unknown, never zeroWith no history, capacity says unknown. Weekend days count at a quarter of a weekday.
      • Least-loaded day firstA spread fills the least-loaded working day on or before each deadline, biggest items or earliest deadlines first.
      • All or nothingPreview it first. If any item is refused, the whole spread is refused and nothing moves.
      example · data operationsenterprise

      Forty batches over two weeks

      A dry-run spread places the forty migration batches on the least-loaded days before cutover, shows each day's points and warns when a week goes over capacity, before anything is committed.

      spread · dry run · week over capacity

      example · legalenterprise

      Due diligence that lands whole

      A hundred and twenty document reviews across legal, financial and IT lanes, with over capacity set to refuse. An overbooked spread is refused whole, so no workstream is half planned.

      lanes by project · over capacity: deny · all or nothing

      example · healthcareenterprise

      A new revenue-cycle team

      With no finished weeks yet, capacity reads unknown instead of zero, so the first plan is not told it has no room. Weekend days count at a quarter.

      capacity · unknown, never 0 · weekend factor

      plan next week

      Plan next week in one pass.

      Review what slipped, choose against capacity, confirm. Three steps and one commit, and the dry run says what it found before anything is written.

      reviewslipped: carry or tray
      chooseagainst the meter
      confirmdry run, then commit
      • Slipped work firstEach slipped item carries over to next week or goes back to the tray.
      • A meter while you choosePoints chosen against next week's capacity, with over by a number shown before you commit.
      • A dry run, then one commitThe dry run reports over capacity, the Now cap and deadlines before the week. A refusal stays in the dialog with its reason.
      example · complianceenterprise

      A Friday review for audit prep

      Each Friday the audit lead plans next week's evidence collection: slipped requests first, picks against the meter, a dry run with spread order set to deadline first, one commit. Each item then starts at 06:00 Europe/Berlin on its day.

      Plan next week · capacity meter · deadline-first spread · auto-run

      example · sales

      Account research before the pipeline review

      Sales operations picks next week's account research against capacity, so every brief has a day before the review it feeds.

      Plan next week · deadlines · spread

      auto-run

      Work that starts itself on its day.

      Give a planned item a start time and an executor. On its planned day, at that time in the task's time zone, ConvOps dispatches it.

      000306091215182107:0009:3007:0007:00
      22:30sun · Europe/Madridnight window
      schedulesEurope/Madrid
      • 07:00Article: pricing explainerplanned Mon · 07:00 · cloud-contentnot today
      • 09:30Account research: renewalsplanned Tue · 09:30 · cloud-researchnot today
      • 07:00Article: onboarding guideplanned Wed · 07:00 · cloud-contentnot today
      • 07:00Article: release recapplanned Fri · 07:00 · cloud-contentnot today
      next: Article: pricing explainer in 8h 30m
      example · content calendar · each item on its planned day only
      • A day, then a timeA planned day is a date. Auto-run adds the start time, in the task's time zone.
      • On the executor you nameThe executor is always set explicitly. Custom-runner executors are refused for auto-run.
      • Finished work stays finishedIf the task is done before its time comes, nothing is dispatched.
      • Inside a run, it countsAn auto-run set from inside a run counts against that run's dispatch limit.
      schedules

      Schedules that keep local time.

      Repeat work every few minutes, hourly, daily, on weekdays, weekly, monthly, or with a repeat rule. Each schedule has its own time zone and a preview of its next runs.

      example · treasury · a market-open briefing per desk

      Tokyo deskAsia/Tokyo
      000306091215182108:00
      22:30sun · Asia/Tokyonight window
      schedulesAsia/Tokyo
      • 08:00Market-open briefingWeekdays at 08:00 · Asia/Tokyonot today
      next: Market-open briefing in 9h 30m

      08:00 local = 23:00 UTC, the day before

      New York deskAmerica/New_York
      000306091215182108:00
      22:30sun · America/New_Yorknight window
      schedulesAmerica/New_York
      • 08:00Market-open briefingWeekdays at 08:00 · America/New_Yorknot today
      next: Market-open briefing in 9h 30m

      08:00 local = 12:00 UTC, 13:00 from 1 Nov

      schedule · compliance evidence pullexample
      Every Mon at 07:00America/Chicago

      next 5 runs

      1. Mon 26 Oct 07:0012:00 UTC · -05:00
      2. Mon 2 Nov 07:0013:00 UTC · -06:00clocks changed 1 Nov
      3. Mon 9 Nov 07:0013:00 UTC · -06:00
      4. Mon 16 Nov 07:0013:00 UTC · -06:00
      5. Mon 23 Nov 07:0013:00 UTC · -06:00

      recent

      Mon 19 Oct 07:00refused: executor missing · logged as a blocked activity · schedule still enabled
      • Cadence in plain EnglishEvery 1 to 59 minutes or 1 to 23 hours, daily, weekdays, weekly on chosen days, monthly on day 1 to 31, once, or a custom RRULE. Each builder cadence is described back in words; a custom RRULE is shown as written.
      • A zone per scheduleEach schedule has its own IANA time zone and keeps local time across daylight-saving changes.
      • The next five, before you saveThe preview lists the next five runs in local time and UTC. A rule with no future run is refused.
      • Refused, logged, still enabledA run that cannot start is logged with its reason as a blocked activity. The schedule stays on, and its issue links to the fix.
      example · financeenterprise

      A management report on day 1

      A monthly schedule on day 1 at 08:00 Europe/London creates a fresh report task each month, so every month keeps its own record.

      monthly · day 1 · new task per run

      example · vendor riskenterprise

      One quarterly review, one history

      A custom repeat rule wakes the same vendor-review task every quarter, so its notes and runs stay on one record. A daily schedule creates a new sanctions-list check each morning.

      custom RRULE · wake · daily new task

      example · supportenterprise

      Triage that follows the sun

      Three weekday schedules at 08:00 in Singapore, Dublin and Chicago run one triage workflow, each on its own local morning.

      weekdays · a zone per schedule

      example · data operations

      A one-off cutover at 02:00

      A once schedule starts the cutover at 02:00. If it has not started 15 minutes later, the Schedules page flags it overdue.

      once · overdue after 15 minutes

      under the hood

      How the board decides.

      Capacity, the spread, auto-run and schedules are plain rules over workspace settings, readable from the app, REST and an AI client.

      Capacity is arithmetic

      Capacity is the average points completed per week over the configured weeks. Points come from size, unsized items count as M, and a week is 5.5 units: five weekdays and two weekend days at a quarter each. It is one figure for the whole workspace.

      payload
      plan.capacity_weeks     4
      plan.points_s|m|l       1 / 3 / 8
      plan.unsized_as         M
      plan.week_units         5.5
      plan.weekend_factor     0.25
      Workspace settings on /settings/plan, with their defaults.

      A spread is all or nothing

      Each item goes to the least-loaded working day on or before its deadline, in the configured order. A dry run returns where each item would land without writing. If any item cannot be placed, the whole spread is refused. The over-capacity setting decides whether an overbooked spread is allowed, warned about or refused.

      payload
      POST /api/v1/plan/spread        dry run or commit
      plan_manage  commit_spread      the same from an AI client
      plan.spread_order               size_first | deadline_first
      plan.spread_weekends            false
      plan.spread_over_capacity       allow | warn | deny
      Defaults: size first, weekends off, warn.

      Auto-run is one deferred dispatch

      A planned day is a date. Auto-run adds a time, and ConvOps dispatches the task at that day and time in the task's time zone through one deferred dispatch. The executor is named explicitly and custom-runner executors are refused. A task already finished by then is not dispatched, and the reason is auto_run_stale.

      payload
      PUT    /api/v1/plan/auto-run/{task_id}
      DELETE /api/v1/plan/auto-run/{task_id}
      plan_manage  set_auto_run | clear_auto_run
      Inside an isolated run, plan_manage is off unless the environment grants it.

      Schedules: a rule, a zone, a record

      A cadence kind is described back in plain English, a custom RRULE is shown as written, and runs are expanded in the schedule's IANA zone, so daylight-saving gaps and overlaps are handled. A rule with no future run is refused at create. A refused run creates nothing and writes one blocked activity per occurrence. Run now does not advance the cadence.

      payload
      schedules_read   get | summary | upcoming | runs | preview
      schedule_create | schedule_attach | schedule_update
      schedule_list | schedule_delete | schedule_trigger
      POST /api/v1/schedules/preview    next 5 runs, UTC and local
      Inside an isolated run, schedule_create and schedule_update are off unless the environment grants them.
      questions

      Plan and schedule questions, answered.

      What is Plan in ConvOps?

      Plan is the ConvOps week and month board where a team decides what its agents execute and when. Tasks with no day wait in a tray until someone places them on a day. Capacity comes from what the workspace completed over the last four weeks, a spread fills the least-loaded days before each deadline, and a planned item can start itself at a set time on its day, on the executor you choose.

      How do I schedule an AI agent to run automatically?

      Open Schedules in ConvOps and create a schedule: choose whether each run creates a new task or wakes an existing one, then set the cadence, the time zone and the executor. Cadences run from every few minutes to monthly, or a custom repeat rule. ConvOps previews the next five runs before you save. For one-off work, place the task on a day on the Plan board and turn on auto-run with a start time.

      Who is ConvOps Plan for?

      ConvOps Plan is for teams that hand recurring or deadline-bound work to AI agents and need to decide what runs on which day: operations, finance, compliance, content, research and engineering teams. It fits when the work is bigger than one chat, such as a quarter-end close, an audit evidence list or a content calendar, and when the team wants to see a full week before committing to it.

      How does ConvOps know how much work fits in a week?

      ConvOps measures capacity from what your workspace completed: the average points done per week over the last four weeks. Sizes S, M and L count 1, 3 and 8 points, unsized items count as M, and weekend days count at a quarter of a weekday. Capacity is workspace-wide. With no history yet it says unknown, never zero, so a new team is not told it has no room.

      Is there an AI tool that can create schedules?

      Yes. An AI client connected to ConvOps can create, update, list and trigger schedules with the schedule tools, and read previews and upcoming runs with schedules_read. The same rules apply as in the app: every schedule has a cadence and its own time zone, and a rule with no future run is refused. Inside an isolated run, creating or changing schedules stays off unless that environment grants it.

      What happens when a scheduled run cannot start?

      ConvOps refuses the run, logs it with the reason and keeps the schedule enabled. A run is refused when its project is archived or unknown, its program is inactive, its executor is missing, or its auto-run is stale. No run is created, one blocked activity is written for each occurrence, and the Schedules page shows the issue with a link to the fix.

      Do ConvOps schedules handle time zones and daylight saving?

      Yes. Every ConvOps schedule has its own IANA time zone, UTC by default, and its runs keep local time across daylight-saving changes. A weekly 07:00 run in Chicago stays at 07:00 local when the clocks change, and only its UTC time moves, from 12:00 to 13:00. The preview shows the next five runs in local time and in UTC before you save.

      What repetitive tasks can AI agents do on a schedule?

      With ConvOps, any work your agents already run through a workflow can repeat on a schedule: a daily reconciliation check, a weekly compliance evidence pull, a monthly report on day 1, a morning briefing per region. Each run follows the same workflow steps as a manual one, approval gates included, and a run that cannot start is logged with its reason instead of vanishing.