Scheduled Workflows
Scheduled workflows let you run any workflow automatically on a recurring schedule. This is the first Cloud Agent feature in Rebased — the agent runs in the background on your behalf, even when you’re not logged in.
What are scheduled workflows?
A scheduled workflow takes an existing workflow (a saved prompt with a /slash-command) and runs it automatically at the times you choose. The agent has the same tools and capabilities as when you use Intelligence interactively.
Use cases:
- Run a weekly summary every Monday morning
- Check for overdue invoices daily and send reminders
- Review bank transactions for reconciliation at the end of each week
- Generate a monthly revenue report on the first of each month
Setting up a schedule
From Settings
- Go to Settings > Intelligence > Workflows
- Create a new workflow or edit an existing one
- Toggle Enable Schedule to turn on scheduling
- Choose your schedule:
- Daily — runs once per day at the time you choose
- Weekly — runs on a specific day and time each week
- Monthly — runs on a specific day of the month
- Custom — set a custom cron expression for advanced scheduling
- Confirm your timezone (defaults to the timezone of your business address state)
- Click Save
The workflow will run automatically at the next scheduled time.
From chat (Autopilot mode)
You can create a workflow and schedule it in a single conversation. Switch to Autopilot mode and ask:
“Create a workflow that checks for overdue invoices every Monday at 9am and sends me a summary”
The agent will create the workflow, set up the schedule, and confirm the details. You can also manage existing schedules by asking:
“Pause the weekly report schedule”
“Change the overdue check to run daily at 8am instead”
Timezone
Your schedule timezone defaults based on the state in your business address. For example:
| State | Default timezone |
|---|---|
| NSW, VIC, TAS, ACT | Australia/Sydney |
| QLD | Australia/Brisbane |
| SA | Australia/Adelaide |
| WA | Australia/Perth |
| NT | Australia/Darwin |
You can change the timezone when setting up or editing a schedule.
Permissions and context
Scheduled workflows run with the same permissions and personal context as the user who created the schedule. This means:
- The agent can access the same modules and data you can
- Autopilot actions follow the same permission checks as interactive use
- If your role or permissions change, the scheduled workflow respects the updated access
- Your personal memories and rules are loaded alongside any shared business-wide items — the agent behaves the same way it would if you ran the workflow interactively
Requirements:
- You must have an Admin or Owner role to create and manage schedules
- The workflow must exist and be active
Viewing run history
After a scheduled workflow runs, you can see the results in the Automations & Schedules tab in Intelligence Settings.
Each run shows:
| Field | Description |
|---|---|
| Status | Whether the run succeeded or failed |
| Started at | When the run began |
| Completed at | When the run finished |
| Error | If the run failed, what went wrong |
Notifications
You’ll receive a notification after each scheduled run:
- Success — a summary of what the agent did
- Failure — what went wrong and any suggested next steps
Notifications are delivered to the user who created the schedule. Each notification includes a summary of the result and a View result link that opens the Intelligence panel with the full response, so you can review what the agent found and continue the conversation.
AI Credits
Scheduled workflow runs consume AI credits the same way interactive usage does. Each run uses credits based on the complexity of the prompt and the actions taken.
Important:
- Credits are checked before the run starts
- If your business has insufficient credits, the run will fail and you’ll be notified
- The schedule stays active — the next run will attempt normally, so topping up your credits is all you need to do
- Consider your schedule frequency when planning your credit usage
Managing schedules
Pausing a schedule
Toggle Enable Schedule off in the workflow settings. The workflow remains saved — you can re-enable it at any time without reconfiguring.
Changing the schedule
Edit the workflow in Intelligence Settings > Workflows and adjust the schedule options. The next run will use the updated schedule.
Deleting a schedule
Delete the workflow or toggle the schedule off. Any pending scheduled run will be cancelled.