AI Schedule

The TM AI Schedule DocType allows you to configure and manage scheduled executions of either an AI Agent or an AI Chain Template within your application. It supports various frequency modes including predefined intervals, custom logic, and CRON expressions.

Overview

TM AI Schedule is designed to automate the execution of AI workflows—either individual AI Agents or complete AI Chain Templates—on a recurring schedule. It supports multiple frequency types including predefined intervals (e.g., daily, weekly), custom options (e.g., every Monday at 8 AM), and advanced CRON expressions for maximum flexibility.

This scheduling system is essential for use cases such as:

  • Automated daily data processing by an AI Agent
  • Weekly summarization using a predefined AI Chain
  • Monthly report generation
  • Real-time triggers with CRON-style granularity

Core Fields

Each TM AI Schedule defines when and what AI action (Agent or Chain) should be triggered. The core fields include:

Field

Description

Display Name

Human-friendly identifier for the schedule.

Type

Determines what this schedule is for.

AI Agent

Link to a TM AI Agent. Only visible and mandatory when Type is "AI Agent".

AI Chain

Link to a TM AI Chain Template. Only visible and mandatory when Type is "AI Chain".

Application

Link to a target application where the schedule applies. This field is Required and Set Only Once.

Event Frequency

Specifies how often the event should run. Options include: Hourly, Daily, Weekly, Monthly, Yearly, Custom, Cron, and several long-duration variants.

Active

If checked, the schedule is enabled. Unchecked schedules are ignored by the system.

Procedure

To configure and activate an AI Schedule, follow these steps:

  1. Create New Schedule: Go to TM AI Schedule and click “Add TM AI Schedule”. Enter a unique Display Name to identify the schedule.

  2. Choose Target: Select the execution Type — either AI Agent or AI Chain. Based on your choice, fill in the appropriate AI Agent or AI Chain Template field.

  3. Link Application: Assign the schedule to a specific Application for logical grouping and visibility.

  4. Set Frequency: Define how often the task should run by selecting an Event Frequency (e.g., Hourly, Daily, Monthly, etc.).

  5. Configure Timing (Custom Only): If you selected Custom frequency, additional options appear (e.g., Custom Frequency, Month, Day, Weekday, and Time). Fill these accordingly.

  6. Define Cron Schedule (Cron Only): If using Cron, enter a valid cron expression into the Cron Format field. A helper description is provided to assist with the syntax.

  7. Activate the Schedule: Enable the Active checkbox to allow the system to trigger executions based on the schedule.

  8. Save: Click Save to store and activate the configuration. The scheduled process will now run automatically at the defined intervals.

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