Put a job on a schedule

Click Scheduled in the left menu. This page lists your scheduled tasks. Click New task in the top right.

1. Create with Claude: describe what you want and Claude sets it up.
2. Set up manually: fill in a short form yourself.

The form is simple and shows you every setting, so we'll use Set up manually.

1. Name: something you'll recognize, like "Monday morning weather check".
2. Instructions: what Claude should do each time, in plain words. We wrote:

Look up this week's weather forecast for Brevard, NC. List any days with rain or storms that could push back outdoor landscaping jobs, in 3 short bullet points.

3. Frequency: how often, what day and what time.
4. Permissions: covered in the next step.

Click Frequency and choose Manual, Hourly, Daily, Weekdays, Weekly or Monthly. Then set the day and time. We picked Weekly, Monday, 9:00 AM.

This is the one setting to slow down on. On a new scheduled task, it starts as Automatically approve, meaning Claude runs without stopping to ask you.

• Manually approve: Claude pauses so you can approve each action.
• Automatically approve: Claude runs without asking.
• Skip all approvals: Claude never pauses, even for unsafe actions.

When you're happy, click Save.

1. Open your business's Project and add the open quotes list to its files with the + next to Context. Now the scheduled job can read it every week.
2. Scroll down the right side to Scheduled and click its +. A task started here works inside this Project, with its instructions and files.

1. Instructions: name the skill and the file, and repeat the one rule that matters most. We wrote:

Run quote follow-ups on the open quotes list in this project, using today's date. Draft the emails and the call list only. Never send anything. If the list looks out of date (nothing changed since last week), say so at the top.

2. Frequency: Weekly, Friday, 9:00 AM.
3. Permissions: Manually approve while you're learning what it does.

Click Save.

The new job shows on the Scheduled page with when it runs and which Project it belongs to. Click it to open its page.

The task's page has everything in one place:

1. The on/off switch. Flip it to pause the job.
2. Run now. Runs it once right away, so you can check it before the first real Friday. Always do this.
3. Always allowed. Any approvals you grant during runs show up here, so you can see exactly what it's allowed to do on its own.

Click Run now.

Open the run from the task's History. Ours took about a minute:

1. It used the skill on its own. The instructions only said "run quote follow-ups".
2. Nothing was sent. It sent a notification to the Claude app with the summary: 2 emails drafted, 2 calls to make, 3 skipped.
3. The drafts were saved as a file in the Project, ready to copy into email.

Read the drafts and check them against the list, the same way you did when you built the skill.

To stop the job, flip the switch on its page. It shows Paused, and it won't run until you switch it back on. Nothing is deleted, so you can turn it back on next season.

If a run ever looks wrong, pause first and figure it out second.