Scheduler Agent
Run any briefing on a schedule. Email it to anyone.
The Scheduler runs a piece of your workflow on autopilot: it 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 against your live operation each time, so the data is always current.
Chat
Schedules
4 activeDaily standup
Weekdays · 8:00 AM · 4 recipients · next run Thu 8:00 AM
Weekly revenue + top 5 customers
Fri · 5:00 PM
you
Overdue invoices
Mon · 9:00 AM
finance@
Tomorrow's job schedule
Daily · 6:00 PM
dispatch@
Open quotes report
1st · 9:00 AM
finance@
Next run
4:12 PM
Waiting for a schedule
Inbox · R. Alvarez
1Vendor invoice · Apex Roofing
Site access · Harbor Point
Re: PO 5120
One sentence, set once. It lands at 8:00 every weekday.
Re-run live each time, so the numbers are current as of the send. Nobody compiled a thing.
Live demo
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 activeDaily 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
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
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.
- A regional manager forgets to send the Monday revenue digest. Again.
- Dispatcher spends 20 minutes every morning compiling the standup.
- Finance only chases overdue invoices when someone notices.
- 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: regional managers, dispatchers, finance, clients.
- Pause, resume, or modify it just by talking to the assistant.
How it works
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.
Example asks
Things people actually say
Verbatim prompts. No syntax. No admin panel.
"Send the daily standup to ops@acme.com every weekday at 8am"
"Email me overdue invoices every Monday at 9am"
"Every Friday at 5pm, email me the week’s revenue and top 5 customers"
"Email me tomorrow’s job schedule each evening at 6pm"
"Monthly: send open quotes report to finance@... on the 1st at 9am"
"Send this once tomorrow at 9am"
Not a dashboard export
How it's different from a dashboard export
Not a static report
Not just charts
Recipients can be anyone
No admin panel
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.
See WatchersThe suite
Explore more AI agents
Scheduler is one of many AI Agents that share the same control bar.
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.
Also works from ChatGPT, Claude and Copilot in Teams
Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.
Pair this agent with
Most teams adopt one agent first, then layer in two or three more in the same week.
Works in every trade
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