Topline Docs

Scheduled Work

Reminders

Create and operate one-time written work or a saved task, including result routing and cancellation.

Reminders

Create and operate one-time written work or a saved task, including result routing and cancellation.

Where to find it

Open Scheduled Work > Reminders.

Create a reminder

  1. Choose Create > Reminder.
  2. Enter Name, then choose What should run: Written instructions or Saved task.
  3. Set the At date/time and Timezone in Schedule. Choose a future time; a local time that does not exist during a clock change is rejected.
  4. Enter Instructions, or select the supported Saved task and its Options JSON.
  5. Choose Where results go. If using an existing conversation, select one offered by the Conversation picker.
  6. Set Notify me if it fails and choose Create reminder.
  7. Confirm the reminder appears with its intended due time and status.

For example, use “Check the refreshed report” as a name and a precise written instruction, choose tomorrow's local time, and select the intended result conversation. A reminder executes its configured work; it is not merely a calendar label.

Run or cancel

Fire now starts an eligible pending reminder immediately. Cancel prevents an uncompleted reminder from firing. Inspect pending versus past status and any result/error before starting another reminder for the same work. A failed operation can leave a saved reminder in place; refresh its status before retrying.

Recovery

Correct an invalid due time, missing instructions, or unavailable conversation in the preserved form. Existing-conversation routing requires a valid picker selection. Inspect the saved result's conversation and source/credential error when execution fails. Canceling a reminder is not undoing work already executed.