Scheduler Agent

Run any briefing on a schedule. Email it to anyone.

The Scheduler turns any Fieldproxy chat command into a recurring email. Set it up once and your team gets the same briefing in their inbox every morning, every Monday, or whatever cadence makes sense — without anyone logging in. The AI runs the query fresh each time, so the data is always current.

From a sentence to a recurring email

Watch a one-liner in chat become a live, recurring briefing dropping into the right inbox.

Set up a schedule in chat

Talk to it like a teammate

You

Awaiting your request…

Your schedules

3 active

Daily standup brief

ops@acme.com·Weekdays · 8:00 AM

Tomorrow 8:00 AM

Open quotes report

finance@acme.com·Monthly · 1st at 9 AM

May 1, 9:00 AM

Tomorrow's job schedule

you·Daily · 6:00 PM

Today 6:00 PM

Lands in your inbox, fresh every time

Re-runs the query live — not a cached PDF

inbox.acme.com

FP

Fieldproxy

9:00 AM

Weekly overdue-invoices brief

Overdue invoices — Monday, week 17

You have 8 invoices past due, totaling $24,310. Three are 60+ days out. Top customer to chase: Greenfield HVAC ($9,200, 74 days).

8

Past due

$24.3k

Total $

3

60+ days

Top to chase · Greenfield HVAC · INV-1042 · $9,200 · 74 days
Re-queried live at 9:00:02 · data is current as of send time

EXAMPLE ASKS

  • "Send the daily standup to ops@acme.com every weekday at 8am"
  • "Every Friday at 5pm, email me the week's revenue and top 5 customers"
  • "Email me tomorrow's job schedule each evening at 6pm"

What it replaces

The “open the dashboard, copy the numbers, paste into an email, send to the team” routine that nobody actually does consistently.

x

Owner forgets to send the Monday revenue digest. Again.

x

Dispatcher spends 20 minutes every morning compiling the standup.

x

Finance only chases overdue invoices when someone notices.

x

Half the team never sees the dashboard you spent a quarter building.

With Scheduler

A fresh briefing lands in the right inbox at the time you set.

The query is re-run live — the numbers are current to the second.

Recipients can be anyone: owners, dispatchers, finance, customers.

Pause, resume, or modify it just by talking to the assistant.

How it works

You tell the assistant what you want and when. That's it.

1

Describe it in chat

"Email me overdue invoices every Monday at 9 AM" — the AI builds the underlying query and confirms the cadence, recipient, and timezone.

2

The AI re-queries every run

It is not a static export. Every send re-runs the query live so the numbers in the email are current as of the send time.

3

Lands in the right inbox

A natural-language briefing — not just a chart — arrives in the configured inbox(es). Pause, resume, modify, or test-fire any time in chat.

Things people actually say

Verbatim prompts. No syntax. No admin panel.

Every weekday · 8 AM ops@acme.com

"Send the daily standup to ops@acme.com every weekday at 8am"

Monday · 9 AM you

"Email me overdue invoices every Monday at 9am"

Friday · 5 PM you

"Every Friday at 5pm, email me the week’s revenue and top 5 customers"

Daily · 6 PM you

"Email me tomorrow’s job schedule each evening at 6pm"

1st of month · 9 AM finance@acme.com

"Monthly: send open quotes report to finance@... on the 1st at 9am"

One-time · tomorrow 9 AM you

"Send this once tomorrow at 9am"

How it's different from a dashboard export

Not a static report

The AI re-runs the query live each time the email goes out.

Not just charts

Natural-language briefings with full context, not a numbers dump.

Recipients can be anyone

Owner, dispatcher, finance, customers — whoever needs to see it.

No admin panel

Pause, resume, or modify any schedule by talking to the assistant.

Pair it with Watchers

Schedules are for things that should happen on a clock. Watchers are for things that should happen the moment they happen.

Schedule the Monday revenue digest — and let a Watcher ping you the moment a new lead lands or an invoice ages past 30 days. Same chat, same plain English.

Stop pasting numbers into emails. Let the AI do the rounds.

See how Scheduler turns one chat sentence into a recurring briefing your team actually opens.

Part of the Fieldproxy platform

Every agent runs on the same AI Command Center

Voice, vision, dispatch, and knowledge agents all share one runtime, one schema, and one customization surface — describe what you want in plain English.

Ready to autoschedule your field team?

Book a 20-minute demo and we'll show you this agent (and the AI Command Center it plugs into) tailored to your real workflows.