With the Scheduled Tasks tool, you can set up any Active Intelligence prompt to run on a recurring basis. This enables you to routinely generate insights, reports, and drafts. You create the prompt, set a cadence, and the output is generated automatically.
Take note
Only users with admin permissions can access the “Scheduled tasks” page.
Access and view scheduled tasks
Scheduled tasks are located in the “Your AI” section of your ActiveCampaign account.
To view your scheduled tasks, log in to your ActiveCampaign account. Then, click the “Your AI” icon in the upper left-hand corner of the page and select “Scheduled tasks” from the side menu. You’ll be taken to the Scheduled Tasks page.
On the Scheduled tasks page, you can create a new task or view your scheduled tasks. In the “Your scheduled tasks” section, you can view your current tasks and whether they are “Paused” or “Active.” You can also edit, pause, or delete the task by clicking the pencil icon in the right corner of the task.
The “Ideas and Inspiration” section provides suggestions for tasks that Active Intelligence can generate for you. You can click on one of the ideas and view a custom-generated task from Active Intelligence that you can review and edit to your specifications. To access additional ideas for tasks, click the “Help me brainstorm ideas” button on the right-hand side of the “Ideas and Inspiration” section. This will prompt Active Intelligence with “What scheduled tasks should I set up to help my marketing?” Active Intelligence will then generate suggested scheduled tasks for you to create.
Create a scheduled task
From your ActiveCampaign account:
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Click the “Your AI” icon
located on the top left corner of your account.
- Click “Scheduled tasks” on the left panel.
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Select a suggested prompt or type one into the field provided. It’s helpful to include information such as:
- Scheduled task name
- Summary of what the task should do
- How often the task should run
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When the task should start
Note that you can upload a file, attach a URL, and add context to your prompt. Learn more about referencing assets in your Active Intelligence prompts.
- Active Intelligence will take a few moments to create your scheduled task and display it on the screen. Here you can:
- Edit the task name and description
- Select if the task should run once or repeat
- Select recipients for email notifications
- Use the Active Intelligence sidebar to update cadence, the day the task should run, and run time
- To generate a preview of the scheduled task, click the “Run now to preview” button located at the top right-hand side of the page.
- When finished, click the “Activate” button in the upper right-hand corner of the page.
Once you have activated your scheduled task, you will be directed back to the Scheduled tasks page. Here, you can see your newly created task in the “Your scheduled tasks” section.
There are ways you can view your task’s scheduled results. Either on your ActiveCampaign account’s homepage or by clicking the insights notification badge in the top navigation bar.
Prompt Examples
With the Scheduled Tasks tool, you can use prompts to create recurring tasks that utilize any of Active Intelligence's capabilities. Here are some examples of prompts you can use:
- “Draft my newsletter using my brand voice and a layout similar to my last one. Pull in a section that highlights my best-performing content from the past month so the draft starts from what already worked.”
- “Check my progress toward my active business goal and tell me how close I am, whether I'm pacing ahead or behind, and one or two campaign or segment changes that could close the gap.”
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“Identify contacts who opened or clicked in the last 90 days but have gone quiet in the last 30, and show me how that group is growing or shrinking over time. If it's growing, draft a short win-back email I can review.”
“Identify contacts who opened or clicked in the last 90 days but have gone quiet in the last 30, and show me how that group is growing or shrinking over time. If it's growing, draft a short win-back email I can review.”
- “Draft my newsletter using my brand voice and a layout similar to my last one. Pull in a section that highlights my best-performing content from the past month so the draft starts from what already worked.”
- “Check my progress toward my active business goal and tell me how close I am, whether I'm pacing ahead or behind, and one or two campaign or segment changes that could close the gap.”
- “Identify contacts who opened or clicked in the last 90 days but have gone quiet in the last 30, and show me how that group is growing or shrinking over time. If it's growing, draft a short win-back email I can review.”
Access and view recently run tasks
To view your previously run scheduled tasks, click on a task in the “Worth a look this week” section of your account’s homepage. You will be redirected to the selected task’s results page. Scroll to the bottom of the results page and click the “View scheduled task” link to see the original task and any recent chats associated with that task.
To view a list of your recent task runs, click the “Your AI” icon in the top left-hand corner of the page. This will open the “Your AI” side menu, where you can view the “Task runs” section. In the “Task runs” section, you can view all of your previously run tasks. A dot to the right of the task indicates a task that has yet to be reviewed by you. You can select a task to review its results.