Scheduled tasks

Scheduled tasks let you automate recurring work by telling Quin what to do and when to do it. Whether you need daily meeting prep, weekly summaries, or monthly reminders, Quin handles it on your schedule so you can focus on what matters.

How to set it up

1. Click your profile picture in the bottom-left corner
2. Select Scheduled Tasks
3. Click Add Task
4. Enter a Title for the task (e.g., "Weekly summary" or "Follow up with John")
5. Add Instructions that tell Quin what to do
6. Choose the date and time for the task to run
7. Check Repeat this task if you want it to run on a recurring schedule (optional)
   • Daily - Runs every day at the specified time
   • Weekly - Runs once per week on the same day
   • Monthly - Runs once per month on the same date
8. Click Save

To run a scheduled task immediately, click the play button on the task card. The task will resume its normal schedule after running.

What to expect

Your scheduled task runs automatically at the specified time. Quin completes the instructions you provided and sends you the results via your preferred communication method. Recurring tasks continue on their schedule until you pause or delete them. You can edit, pause, or manually trigger any task from your Scheduled Tasks page.

What you can automate

Scheduled tasks work for any instruction you can give Quin, including reminders, summaries, follow-ups, and reports. Here are some examples:

Weekly summary - "Send me a weekly summary of my meetings every Friday at 4pm"

Follow-up reminder - "Remind me to follow up with John Smith 2 days after our meeting"

Morning prep - "Send me a daily list of my meetings at 7am"

Pipeline check-in - "Every Monday at 9am, show me open deals without updates in the last 7 days"

Quarterly review - "Remind me to review client portfolios on the first of each quarter"

Monthly billing - "Remind me to send invoices on the last business day of the month"

End-of-day recap - "Send me a summary of completed and pending tasks at 5pm daily"

Event prep - "Send me a briefing 1 week before any scheduled conference"

Client check-in - "Remind me every 3 months to schedule a check-in with top 10 clients"

Team tasks - "Every Friday, remind me to assign next week's tasks to the team"

Common questions

Can I change a scheduled task after creating it?
‍Yes. Click the edit icon next to any task to modify the title, instructions, timing, or recurrence settings.

How do I stop a recurring task?
‍Click the delete icon next to the task to remove it completely, or edit the task and uncheck Repeat this task to make it run only once.

What happens if I'm not available when a task runs?
‍Quin still completes the task and sends you the results. You'll receive them the next time you check your messages or email.