Exact Online AI koppeling

Work that sets itself up

Some things you would rather not ask for again and again. An overview of your outstanding items every morning, an order report every Monday: with a scheduled task you let Claude prepare that automatically, on a rhythm you choose. When you start working, it is already waiting for you.

Scheduled tasks are part of Claude Cowork. You describe a task once, and Cowork then runs it on its own at the chosen moment: pulling figures, making an analysis, preparing an overview or draft. The difference with a one-off question is that it happens on a fixed rhythm, without you kicking it off each time. If you want an overview that you would rather refresh yourself at any moment instead of at a set time, take a look at creating dashboards in Claude.

Scheduled tasks work in Claude Cowork on a paid Claude subscription (Pro, Max, Team or Enterprise). They run in the cloud, so they work even when your computer is asleep or the app is closed.

You decide, the task prepares

Important to know: a scheduled task never carries out a final write action or send on its own. It reads your administration and prepares things, and as soon as something needs to be recorded or sent, it comes as a draft that you approve. You can read exactly how that approval works in creating and editing data in Claude.

Happens automatically
Pulling figures, making analyses and preparing overviews or drafts. This reads and prepares, and changes nothing in your administration.
Waits for your approval
Recording something in your administration or sending an email. That comes ready as a draft; you approve it before it is final.

How to set up a scheduled task

You do not have to program anything. You describe in plain language what needs to happen and on what rhythm.

1Test the task first. Run the question once in Cowork to see whether the result is correct. That way you know for sure the scheduled version will go well too.
2Schedule it. Type /schedule in your Cowork task or go to the Scheduled tab in the sidebar, and choose the rhythm: every day, every week, on working days, monthly or a time of your own.
3Claude runs it automatically. Each run is its own session in which the current figures are pulled from your administration. The result is ready as soon as the task finishes.
4View and manage in the Scheduled tab. There you see the scheduled and completed runs, and you can edit a task or stop it whenever you want.

What you can schedule

A few tasks that work well on a fixed rhythm. You ask for them in plain language and adjust them to your own time and content.

Morning overview of outstanding items

 

Every working day a fresh overview of your outstanding receivables, so you begin the day with a clear view of what should be coming in.

Example: "Prepare an overview of my outstanding receivables for me every working day at 8:00."

Weekly order report

 

Every week an overview of your outstanding sales orders and expected delivery dates, so you start the week with a plan.

Example: "Every Monday morning, create an overview of my outstanding sales orders with their expected delivery date."

Daily delivery date check with draft emails

 

Every morning the orders with a delivery date of today or tomorrow, with a draft email per customer already prepared. You check and send.

Example: "Every morning, pull the orders with a delivery date of today or tomorrow and prepare a draft email per customer."

How to get started

Start with one task you now do manually every day or week, for example your morning overview of outstanding items. Run the question once first to see whether the result is correct, then schedule it and expand from there. If a task does not quite work the way you want, you can adjust it in the Scheduled tab.

Tip: not sure what is useful to schedule? Just ask, for example "Which of my recurring tasks can I automate as a scheduled task?"

Frequently asked questions

Where do I set up scheduled tasks?
Scheduled tasks are part of Claude Cowork, available on a paid Claude subscription (Pro, Max, Team or Enterprise). You set them up by typing /schedule in a Cowork task or via the Scheduled tab in the sidebar.
Does my computer have to be on for a task to run?
No. Scheduled tasks run in the cloud, so they run on their rhythm even when your computer is asleep or the app is closed.
Does a scheduled task carry out bookings or sends on its own?
No. A scheduled task reads your administration and prepares things. If something needs to be recorded or sent, it comes ready as a draft that you approve first.
Do I get current figures in a scheduled task?
Yes. Each run is its own session that pulls the figures live from your administration at that moment, so your overview is always current.
Can I adjust or stop a task?
Yes. In the Scheduled tab in the sidebar you see all your tasks and the earlier runs. There you adjust the rhythm or the content, or stop a task.
Does this also work in other AI assistants?
This article is specifically about Claude Cowork. In other AI assistants the possibilities may differ. One-off questions and analyses do work in every connected assistant.
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Frequently asked questions

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