Recurring Tasks

Set up AI tasks to run automatically on a schedule.

Turning it on

Recurring Tasks is hidden in the sidebar by default. If you can't find it, that's why — it isn't missing from your plan and nothing is broken.

To show it: click your organization name at the bottom-left, then Settings, then switch on Show Recurring Tasks in your sidebar. It appears in the left sidebar as a collapsible section — click the section to expand it, then click a task to open it.

Overview

Recurring Tasks let you automate repetitive grant work. Set up a task once, choose a schedule, and LouEllen runs it in the background without you.

Use Cases

Prospecting Research

  • "Every Monday, search for new foundations that funded youth programs in the last month and add them to my prospecting table."
  • "Weekly, check for updated deadline information for foundations in my active pipeline."

Table Maintenance

  • "Daily, fill in any empty cells in the 'Contact Email' column."
  • "Every week, research and update the 'Recent Grants' column."

Grant Pipeline

  • "Monthly, find new foundations funding arts education and add them to my list. For any with deadlines in the next 60 days, get the application questions off the funder's site and draft an application."

If a task runs into something only a person can do, like a portal sign-in or a question only your organization can answer, there's no guessing and no quietly giving up. You get an email, or a browser handed over to you that waits for you to pick it up. See When the Agent Hands You Its Computer.

Creating a Recurring Task

From the sidebar: Click Recurring Tasks, then + New Task. Configure the name, task description, schedule, and time. Times are Eastern, wherever you are.

From chat: Just tell the agent:

  • "Set up a weekly task to check for new grants every Monday at 9am."
  • "Create a recurring task that refreshes my prospecting table's deadline column every Friday."

The agent can create, update, pause, resume, and delete recurring tasks directly from conversation.

Managing Tasks

Viewing Results

Click on any task to see its run history — when it ran, what actions it took, and any results.

Run Now

Click Run Now to trigger a task immediately instead of waiting for the next scheduled time.

Editing, Pausing, and Deleting

Edit a task's description, schedule, or settings at any time. Pause a task to temporarily stop it, or delete it if it's no longer needed.

What Recurring Tasks Can and Can't Do

Recurring tasks run in the background without your active participation. They can do most of what LouEllen does in a live chat — search for funders, add and update rows, create fields and research them row by row, draft applications, create new sheets and docs, and search the web.

The main exception is document editing, which requires your live review to accept or reject changes. Recurring tasks can still create new documents and draft content into them — they just can't edit existing documents that need your approval.

Tips

  • Start simple — Begin with straightforward tasks before creating complex multi-step workflows
  • Be specific — Vague instructions lead to unpredictable results
  • Set a reasonable frequency — Higher frequency tasks consume credits faster. A weekly research refresh is usually plenty — daily is rarely necessary
  • Leave it on the default model — You can put a task on GPT-5.6 Sol, but Sol uses credits about 2.5× faster, and a recurring task runs unattended every week. See Choosing a Model
  • Review regularly — Check task results periodically to make sure they're doing what you expect
  • Adjust as needed — Refine task descriptions based on results