Scheduled Tasks

What are scheduled tasks?

Scheduled tasks let you automate recurring AI work. Define a prompt, set a schedule, and Grantable runs the task automatically — then notifies you when it’s done. Available on Pro and Pro+ plans.

Creating a task

1. Open the scheduled tasks panel
2. Click New Task
3. Write the prompt — describe exactly what you want the AI to do each time it runs
4. Set a schedule — daily, weekly, or a custom interval
5. Save the task

The AI runs your prompt on schedule with full access to your workspace files, organization profile, and any relevant context — just like a regular chat conversation.

Example tasks

Funder monitoring — “Check for new 990 filings from our top 10 funders and summarize any changes in their giving patterns.”

Weekly prospect update — “Search for new funders matching our environmental education programs and add any strong matches to our prospect list.”

Draft review reminder — “Review all draft documents in the workspace and flag any that haven’t been updated in the past 7 days.”

Notifications

When a scheduled task completes, you’ll receive a notification with a summary of what the AI did. You can review the full output and any files it created or modified.

Managing tasks

From the scheduled tasks panel, you can:

• View all tasks — See your active tasks with their schedules and last run status
• Edit a task — Update the prompt or schedule
• Pause a task — Temporarily stop a task from running without deleting it
• Delete a task — Remove a task permanently

Tips

• Write task prompts the same way you’d write a chat message — be specific about what you want.
• Start with a simple daily task to get a feel for how it works, then add more as you see the value.
• Use scheduled tasks for the routine work that eats into your productive time — monitoring, checking, summarizing.

Related

• AI Overview
• AI Usage & Budgets
• Managing Grant Deadlines