Schedule research agents

Research agents scan the workspace and write recommendations you read in Insights.

On this page

Create one

  1. Open Research Agents.
  2. Create an agent, or start from a template.
  3. Set the prompt and the schedule.
  4. Choose who receives the summary. The default is the workspace manager.
  5. Run it once to confirm it writes a recommendation.

Open Insights. The recommendation is in the list when the run finishes.