Scheduled AI agents for recurring client briefs
Putting a recurring brief on a schedule is easy. Keeping it useful past the third month is harder. How to set the rhythm, choose the reviewer, and decide when to switch it off.
Agents
Save a brief once. Run it again.
Describe a repeating brief once. Run it on a schedule or when someone asks.
New agent
Weekly · Tuesday 7:30
Health / Access practiceInternal
Project Solace pipelineClient
NICE this weekPublic
Solace NICE update
Emailing access leadOutlookIn the agent
Run the same method again.
Pick a project and skills.
- Pin a client project or firm knowledge
- Attach the firm's skills
- Runs use only the sources set for the project
Tuesday guidance watch
Health / Access practiceProject Solace pipelineNICE this weekNo project or skills attached yet.
Access brief
Mark provisional
Run it on a schedule or on demand.
- Daily, weekly or monthly
- Run now with a button
- Pause without deleting
Scheduled
Tue 07:30
Weekly
Brief
Project Solace - what NICE published
On demand
Run now
Brief
Project Solace - what NICE published
Same brief. Two ways to start it.
Describe the work and Hebno sets up the agent.
- Describe the work in plain language
- Hebno suggests agents for repeated work
- You choose the project and skills
Describe the work
Tuesday guidance watchWeekly · Tue 07:30Project Solace
- Pull new NICE and MHRA items that touch Project Solace's pipeline.
- Mark anything still in consultation as provisional.
Set a spend cap per agent.
- Cap per billing period
- The agent pauses before it overspends
- Spend and runs shown by agent
Monday client brief
RunningThis period
$12 / $50 cap
Cap reached. The next run was stopped before it started.
Priya, the owner, was notified
Resume it, or raise the cap for this period.
- 1
Describe
Say the work in plain language.
- 2
Pin
Attach a project and skills.
- 3
Run
On a schedule, or on demand.
- 4
Review
Check the claims in the run.
From the blog
Further reading
Recurring client work for AI agents: what to pick
Most disappointing agents were set up for work that changes every time. A five-question test for picking recurring client work that an agent can repeat well.
How to build an AI assistant for consultancies
An assistant is a workflow with enough of a firm's own methods and sources built in that someone can hand it a brief and get a first draft that already looks like the firm's work. What to define before building one.
Product
The rest of Hebno
- AgentsSave a brief once. Run it again.You're here
See an agent run a weekly brief.
A short walkthrough of Hebno, shaped around the kind of work your team does.