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Scheduled Research

Schedule recurring Easel work, verify its runs, and manage authorization, notifications, and credits.

Scheduled ResearchScheduled Research runs a saved Easel instruction while you are away. Use it for a recurring investigation, such as reviewing your portfolio every Monday and summarizing material changes with supporting evidence. Choose the right recurring workflow Workflow What repeats Where to begin Scheduled Re … Create a scheduled research taskCreate a scheduled task when you want Easel to repeat a defined research job. For example: “Every Monday at 09:00 Europe/London, review these companies for material developments since the previous run; cite the sources and email me a concise report.” A task can also run just once at a later time, … Manage scheduled tasks and creditsOpen the task in Scheduled Research to inspect its saved configuration and run history before changing it. Task states State Future runs Credit commitment Draft Not scheduled to run Has not booked a commitment Active Runs on its schedule or trigger, subject to execution and access checks Booked wh … Scheduled Research notifications and troubleshootingFirst identify whether the problem concerns task activation, execution, notification, email, or an attachment. These are separate stages; a missing email does not prove the research failed. Check a completed run with no email Open the task's run history and read the latest run state and answer. Ch …