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.
Create a scheduled task
- In your ActiveCampaign account, click the “Your AI” icon in the upper left-hand corner.
- Select “Scheduled tasks” from the menu on the left.
- This will open the “Scheduled tasks” page. Click the “Create task” button in the center of the page.
- Enter the task’s name in the “Name” field
- Enter a prompt describing the recurring task in the “New task” field.
- Under “Run this task on,” select the date and time that your task will first run on.
- Under “Frequency,” click “Just once” or “On a repeat.”
- If you select “On a repeat,” you will then choose the task’s cadence. Enter a number in the “Every” field and select “day,” “week,” or “month from the dropdown.
- You can choose to notify a user with admin permissions by email when the task runs. Click the “Add recipients” dropdown and select the email addresses of those who will be notified. You can select up to 10 email addresses.
- 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.
- After you have made all of your selections, 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.”
- “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.”