Everything in the earlier articles runs when you ask. These run whether you remember or not. A standing job can prepare work and queue it for your approval, and it can never quietly rewrite your plan.
Before you build one, two things to know. The scheduling comes from your AI tool, not from TaskRay, so confirm your surface supports recurring prompts. And every scheduled automation runs under your own TaskRay and Salesforce credentials: your license, your edition, your permissions. There is no service-account or unlicensed-user shortcut. An automation can only see and do what you could do yourself.
In this article:
- The morning watch
- The Friday time reconciliation
- The Monday portfolio sweep
The morning watch
The moment. The risks worth knowing about tend to appear overnight, and nobody has time to go looking for them before the first meeting.
Try this
"Every weekday at 8 am, check my active projects for tasks that went overdue, milestones that moved, and anything newly blocked. If nothing changed, tell me that. Otherwise send me the list."
What happens. The sweep runs on its own and only interrupts you when something actually moved. Exception reporting, with nobody building a report.
What you need. Any TaskRay license. Your AI surface must support scheduled or recurring prompts. Runs as your named user, and scope is limited to what you can see.
The Friday time reconciliation
The moment. Time entry gets easy when something else remembers the week for you.
Try this
"Every Friday at 4 pm, compare the time I logged this week against the meetings and working blocks on my calendar. Draft time entries for anything missing and show me the list before filing."
What happens. Your assistant reconstructs the week from your calendar, drafts the entries, and waits for your yes. The timesheet turns into a two-minute review.
What you need. TaskRay with Time Tracking enabled, plus a connected calendar. Your AI surface must support scheduled prompts. Runs as your named user.
Pro tip. Pair it with the Friday reconstruction prompt from the time-entry article. One drafts from your calendar, the other from your own account of the week.
The Monday portfolio sweep
The moment. You want the week's portfolio picture before the leadership meeting rather than during it.
Try this
"Every Monday at 7 am, check all active projects for work that slipped last week, group it by project manager, and email me a summary with the three projects that need attention first."
What happens. The brief is waiting when you open your laptop, built from live portfolio data, the same way the portfolio pulse builds it on demand.
What you need. Any TaskRay license. Your AI surface must support scheduled prompts, and this one also needs a connected email account to send the summary. Runs as your named, licensed user, and the brief reflects the projects you can see. The more active projects in TaskRay, the more complete the summary.
Where to go next
- Getting Started with TaskRay MCP, for how access and approvals work.
- Connecting TaskRay MCP with Email, Calendar, and Support Tools.