Scheduling agents to run automatically

Once an agent has been created, click the lightning-bolt icon on its card to open Automate, where you control when it runs.

• Schedule — set a time of day (e.g. " Daily At 09:00 AM" or "Quarterly"). Scheduled agents run in your local timezone.

• Triggers — instead of a time-based schedule, set the agent to run when something happens:

  • Document arrives (news, earnings, filings)

  • Stock price move

When you're done, click Update automation to save your changes, or Stop automation to turn scheduling off entirely.