GuideFor employees

Schedule a weekly summary

Choose the Weekly summary template, set a folder and time, and review the result after it runs.

Who this is forEmployees who want a regular summary of changes in a folder.

Before you start

  • Choose a source folder and a report folder inside your personal folder. The template creates a new Markdown report.
  • Each run uses your AI connection and usage limits. The team server must be running.

Step by step

  1. Choose the template

    Open Settings → Scheduled tasks. Under Create a scheduled task, set Task to Weekly summary.

  2. Set the source and destination

    Under Folder to read, select Choose a folder. Check that My report folder is inside your own personal folder.

  3. Check the time and create it

    Set Weekday and Run time. Check Time zone, then select Create scheduled task. Creating the schedule does not run the AI immediately.

  4. Review a run

    After the scheduled time, open Last run to review its new chat and result. Use Pause to stop future runs or Resume to enable them again.

If you get stuck

Usage limit prevented the run

Check your AI connection and token or spending limits. Scheduled tasks use the same limits as your other requests.

The time is not what you expected

Check Next run and Time zone. The team server’s time zone may differ from your phone’s.

You need another report format

After checking the basic summary, ask in chat for the format and repeat time you need. Saving to your own folder reduces the chance of a sharing confirmation blocking an unattended run.

Product 0.2.2 · Checked October 28, 2026

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