Tasks

Build it once, run your workflow every time.

Reusable multi-step workflows

About Tasks

Tasks are saved, multi-step workflows the Obvious agent executes on its own. Name the steps, configure a trigger — a daily schedule, an incoming webhook, or nothing at all for on-demand use — and the agent runs them in sequence without you. Create a task by asking the agent directly, or build one manually from the / menu in chat.

Individual steps can include gates: approval pauses where you review output before the task continues. Steps can branch conditionally based on what the previous step returned. The agent mode — Auto, Fast, Deep Work, or Analyst — applies across all steps. The result is a workflow that doesn't just complete tasks but handles them the way you would, with the same checkpoints built in.

The weekly status pull. The candidate screen. The lead follow-up cadence. The competitive digest that should be ready before Monday's sync. Each one takes ten minutes. Each one needs you to show up and ask. Tasks is the mechanism for transferring those workflows to the agent — specified with enough precision that the output is right, running on the schedule that makes sense, without requiring your attention every time.

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Build a Scheduled Task

Create a recurring workflow that runs automatically on a schedule you choose

Create a task that runs every Monday at 8 AM, pulls the most relevant updates from this project, and generates a one-page summary document I can share with my team before the weekly sync

Set Up a Webhook Task

Create a task that fires automatically when an external event arrives — a form submission, a new file, a support ticket

- Create a task that runs whenever a new candidate is submitted through my intake form. It should evaluate the submission against these criteria: \[paste criteria\], assign a tier of 1–3, write a three-sentence evaluation note, and add the result to my Candidates sheet.

Run This Now

Trigger an existing saved task on demand without waiting for its schedule

Run my Weekly Competitive Summary task now — I need the digest before this afternoon's meeting, not Monday morning

Templates

Start with a template that uses this feature

Feature: Tasks

Application Triage, Powered by AI

Every form submission creates a decision point. When volume is high or stakes are real — grant applications, vendor proposals, partnership inquiries — the cost of a slow or missed review compounds fast. AI Application Triage fires the moment a submission arrives. It evaluates each application against your criteria, assigns a Tier (1–3), writes an evaluation note, and updates the Candidates workbook automatically. No queue. No lag. No one manually reading every form. The workflow is webhook-triggered: connect your form tool using the included Webhook Setup Guide, and every new submission flows directly into the evaluation step. Tier-1 applicants can optionally trigger a Slack notification so your team can act immediately. Built for program managers across functions — not just HR. Whether you're screening grant applicants, vendor submissions, or partnership inquiries, the evaluation rubric lives in Step 0 of the task and is fully customizable for your criteria.

Created by Obvious

Feature: Tasks

Automated Weekly Competitive Brief

Every Monday at 7:30am, someone on your team should be pulling competitor updates before the sync. Usually no one does. This template removes that problem permanently. The Automated Weekly Competitive Brief monitors the changelog, release notes, or product blog for each competitor you configure. Each Monday it compiles a structured brief — one row per competitor update, rated High, Medium, or Low significance — and posts a summary to Slack if you've connected a channel. Setup takes under five minutes: configure your competitor list in Step 0, optionally add a Slack channel in Step 2, and let the task run. The Archive workbook stores every brief in a queryable history so you can spot patterns — which competitor ships most frequently, how often High-significance changes appear, which competitors have gone quiet. Built for Heads of Product and Senior PMs at growth-stage SaaS companies who need competitive context before their Monday team syncs — not a one-time framework, a permanent fixture in your weekly rhythm.

Created by Obvious

Feature: Tasks

Weekly Pipeline Audit with Slack Escalation

Bad pipeline data costs forecast accuracy. Close dates drift, stage values get corrupted, deal owners go missing — and nobody notices until the forecast call is already wrong. This template audits every deal record every Monday at 7:30am ET, flagging missing or past-due close dates, invalid stage values, missing owners, and zero-amount deals. When total errors exceed your threshold, it fires a Slack escalation before the pipeline review meeting starts. Two demo reports ship with the template: a 14-error escalation week and a clean 7-error week. Configure your pipeline workbook name and Slack channel in the task — first run takes under a minute. For RevOps leads who own pipeline hygiene and need a zero-maintenance audit that runs every week without a human trigger.

Created by Obvious

Weekly Pipeline Audit with Slack Escalation

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