Scheduled Tasks — 15 Automated Task Templates

Scheduled tasks are recurring workflows that execute on a defined schedule. Each task is a structured template containing the skills to invoke, the data to pull, the output format to follow, and the approval tier that governs what happens with the result.

Task Categories

Monitoring Tasks (M-series)

TaskScheduleTierSkills Used
m1-rankings-monitorWeekly — Monday 7 AMAutonomousgeogrid-analysis, localseodata-tool
m2-review-velocityDaily — 8 AMAutonomousreview-management, localseodata-tool
m3-gbp-change-monitorDaily — 6 AMAutonomousgbp-optimization, localseodata-tool
m4-lsa-rankings-monitorWeekly — Monday 7 AMAutonomouslsa-ads, localseodata-tool
m5-ai-visibility-monitorMonthly — 1st, 9 AMAutonomousai-local-search, localseodata-tool

Reporting Tasks (R-series)

TaskScheduleTierSkills Used
r1-weekly-reportWeekly — Friday 5 PMAutonomouslocal-reporting, localseodata-tool
r2-monthly-client-reportMonthly — 1st, 10 AMQueuelocal-reporting, client-deliverables
r3-multi-location-rollupMonthly — 2nd, 8 AMQueuemulti-location-seo, local-reporting
r4-quarterly-business-reviewQuarterly — 1st of quarterQueuelocal-reporting, client-deliverables

Engagement Tasks (E-series)

TaskScheduleTierSkills Used
e1-gbp-post-draftsMonthly — 1st, 8 AMQueuegbp-posts, localseodata-tool
e2-review-response-draftsDaily — 9 AMQueuereview-management, localseodata-tool
e3-citation-auditMonthly — 15th, 8 AMAutonomouslocal-citations, localseodata-tool
e4-page-content-auditQuarterly — 1st of quarterAutonomouslocal-landing-pages, localseodata-tool

Prospecting Tasks (P-series)

TaskScheduleTierSkills Used
p1-prospect-auditOn-demandAutonomouslocal-seo-audit, localseodata-tool
p2-competitor-monitorMonthly — 1st, 7 AMAutonomouslocal-competitor-analysis, localseodata-tool

TASK.md Format

Every task is defined in a TASK.md file within its directory. The file contains:

Metadata Header

name: m1-rankings-monitor
description: Weekly geogrid ranking scan. Tracks ARP, ATRP, and SoLV
  week-over-week. Alerts when rankings degrade.
schedule: weekly — Monday 7 AM
tier: autonomous
skills: geogrid-analysis, localseodata-tool
mcps: LocalSEOData

Skills Section

Lists primary skills required and fallback guidance if a skill or MCP connection is unavailable. Includes key metric definitions and interpretation rules so the task can produce meaningful output even without live data.

Verification Checklist

Pre-execution confirmations the agent checks before running:

  1. Required skills available
  2. Location brief exists
  3. MCP connections responsive
  4. Prior scan data accessible (for comparison)
  5. Output directory exists

Prompt Template

The execution instructions with variable placeholders:

Variables: {BUSINESS_NAME}, {LOCATION}, {PRIMARY_KEYWORD},
           {RADIUS_MILES}, {TODAY}

The prompt template guides the agent through:

  • Data collection (which endpoints to call)
  • Analysis (what to compare, what thresholds apply)
  • Output generation (where to write, what format to follow)
  • Alert evaluation (when to trigger notifications)

Output Configuration

Output paths:
  Primary: scans/{date}-geogrid.md
  Alert (conditional): alerts/{date}-ranking-drop.md

Every task specifies exactly where its output lands in the brief directory structure.

Alert Thresholds

Default sensitivity levels with override capability:

ARP degradation: 2+ positions → alert
SoLV drop: 10+ points → alert
Configurable via brand brief

Task Execution Flow

  1. Schedule triggers — task fires at configured time
  2. Verification — agent checks prerequisites
  3. Execution — skills and tools run according to prompt template
  4. Output — results written to brief directory following output schema
  5. Brief update — session log entry added, findings updated if needed
  6. Tier evaluation — output routed based on approval tier:
    • Autonomous: complete, optional notification
    • Queue: draft held, approval request sent
    • Notify: pre-approval sent, awaits confirmation
  7. Alert check — thresholds evaluated, alerts fired if crossed

Status Handling

Task outputs include a status field:

  • SUCCESS — all tools executed, complete data returned
  • PARTIAL — some tools failed; output generated from available data, errors logged
  • FAILED — task incomplete; errors logged, brief flagged for review

The system does not silently skip failures. Every problem is documented and flagged for human review.

Customizing Task Schedules

Override default schedules per client in the brand brief:

  • Adjust frequency (weekly → daily, monthly → biweekly)
  • Shift timing to match client timezone or reporting windows
  • Disable tasks not relevant to a specific client
  • Change approval tiers based on client trust level

Output File Naming

All task outputs follow: briefs/{brand}/{location}/{category}/{YYYY-MM-DD}-{task-type}.md

Examples:

briefs/keystone-insurance/buffalo/reports/2026-04-01-weekly.md
briefs/keystone-insurance/buffalo/scans/2026-04-07-geogrid.md
briefs/keystone-insurance/buffalo/drafts/2026-04-01-gbp-posts.md
briefs/keystone-insurance/buffalo/alerts/2026-04-07-ranking-drop.md
briefs/keystone-insurance/buffalo/prospects/2026-04-04-prospect-audit.md

Output Categories

CategoryPurpose
reports/Weekly, monthly, quarterly summaries
scans/Geogrid scans, citation audits, competitor snapshots
drafts/GBP posts, review responses, page content awaiting approval
alerts/Monitoring alerts requiring immediate attention
prospects/Prospect audits for sales use

Learn More

To learn what scheduled tasks can do for your local SEO workflow, see the scheduled tasks overview.