Schedule triggers

Scheduled triggers allow users to automate and standardize business processes by enabling agents to perform actions in the background. Each user of an agent can specify when they want that agent to run, such as daily or weekly.

By systematically defining and using these triggers within the Agent Builder, you can ensure your agents operate effectively, automating essential processes and improving overall productivity.

Users

Schedule trigger components

• Agent Builder: Within the agent builder, you can configure an agent to run on a schedule.
• Agents Library: Manage scheduled runs in the Active tab.
• Admin Console: Control which users can run agents on a schedule and actions can be automatically run.

Configure agents to run on a schedule

When you create an agent, you must specify that it can run on a schedule and use certain actions to output its work:

1

Select Input form as Trigger

1. Select "Input form" as the trigger type when creating a new agent.
2. Click the Allow agent to run on a schedule checkbox.
3. After publishing the agent, the Set schedule option becomes available.

2

Build your Agent

Select actions to build an agent that fits your needs.

3

Add Write Actions

Add a Write Action (e.g., sending a Slack DM or creating an email draft) to ensure the agent outputs its work. Since the scheduled agent is run in the background, an action that generates an explicit output is required. An agent with only a Respond step will not produce output in the background.

Often, a Respond step is needed before the Write Action for proper output formatting.

Schedule an agent

Every agent that can be scheduled must be explicitly activated after it is created. If an agent’s logic or configuration is changed after activation by the agent creator, existing subscribers who have set the schedules will be informed to review the changes via an email, while the agents will continue to run as scheduled.

Managing and Monitoring Agents

• All agents you have activated are visible and manageable in the Agents → Active tab in the Library. You can see the details like triggering event, last run status, or pause/remove the schedules from the list.
• To view the history of agent runs, click View run history or go to Chat to check the left bar. You can quickly scan results, open full run details in one click, and use filters to see only Glean chats or runs from a specific agent.

note

The exact time of execution may depend on how many other agents are set to run at the same time. If you notice any significant delay, please reach out to Glean support.

Admins

Managing access to scheduled triggers

By default, scheduled triggers are turned off. In Admin Console → Platform → Agents → Scheduled triggers, admins can turn the feature on for everyone or limit access to selected users and IdP groups.

If you select On for some users, you can grant access to:

• Individual users

• Supported IdP groups from Google Groups and Azure AD / Entra ID

Members of selected groups inherit access to Agent Scheduling. If group membership changes in your identity provider, Glean updates access through the existing sync behavior. Members of selected groups inherit access to agent scheduling. If group membership changes in your identity provider, Glean updates access through the existing sync behavior. This setting controls who can access agent scheduling. It does not grant broader platform permissions or act as a platform wide entitlement system.

Add users or groups

To add users or groups, follow these steps:

1. In Glean, go to Admin console → Platform → Agents → Scheduled triggers.

2. Select On for some users.

3. Add the users (Add users) or supported IdP groups (Add groups) that you want to allow to schedule agents. Your changes are saved automatically.

Review or remove access

To review access, open the Scheduled triggers permissions list and check the users and groups that currently have access to Agent Scheduling. To review access, open the Scheduled triggers permissions list and check the users and groups that currently have access to agent scheduling. To remove access, delete the user or group from the list. After you remove a group, its members no longer inherit access through that group.

Users who do not have access will not see the Set Schedule option.

Enabling actions to run without user confirmation

• Write actions configured to run without user confirmation can be used in scheduled agent runs. This ensures that only safe actions can be performed in the background.
• To change the configuration, go to Actions → Action pack → Configuration → Enable actions → Edit settings → Agents → Run without user confirmation and select Yes.
• By default, read-only actions run without user confirmation. Some actions using LLM to predict inputs always ask for confirmation to ensure accuracy.

Security and Limitations

• Any Agent Creator can configure agents to run on a schedule, while only the users with Scheduled Triggers permissions can schedule agents.
• Rate limitations apply to prevent overload:
  • A maximum of 10 active background agents can be scheduled per user.
  • If you exceed these limits, you must remove agents from the Active tab to set schedules for a new agent.
• For privacy and security, agents running in the background can use only the actions that are configured to auto-run.