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How to Configure Agent Flow Schedules and Lookback Windows

Updated this week

Agent flows run on configurable schedules with adjustable lookback windows for analysis.

Recurrence options

Cadence

Best for

Daily

High-volume operations, daily assignment and monitoring

Weekdays

Standard business-hour teams

Weekends

Weekend shift monitoring at 24/7 facilities

Saturday only

Weekend check-in on one day

Sunday only

Pre-Monday planning or end-of-week review

Weekly on date

Weekly planning meetings or standup rhythms

Every 2 weeks

Biweekly sprint or pay-period cycles

Every 3 weeks

Longer review cycles

Every 4 weeks

Monthly cadence anchored to a weekday

Monthly on day

Month-end or month-start reporting

Note: The Work Order Scheduler Agent uses a narrower set: daily, weekly on date, and monthly on day.

Lookback windows

When configuring analysis agents, choose how far back the agent should look:

Window

Best for

Last Week

Weekly operational reviews

Last 30 Days

Monthly KPI snapshots

Last 30-60 Days

Month-over-month comparisons

Last 60-90 Days

Quarterly trend analysis

Last 90-180 Days

Semi-annual reviews

Last 180-365 Days

Year-over-year context

Older than 365 Days

Multi-year benchmarking

How to configure

  1. Go to Settings > AI Assistant > Agent Teams.

  2. Select the team and agent.

  3. Open the flow you want to configure.

  4. Set the recurrence and lookback window.

  5. Save. The flow runs on the next scheduled occurrence.

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