5 Tasks to Automate in Your First Week

You've set up your agent. Now put it to work. These five automations take less than 5 minutes each to set up and will save you hours every week.

📖 6 min read 🌱 Beginner
1
Morning Briefing Email
⏱ 3 min setup Daily

Start every morning with a summary of what matters. Your agent checks your calendar, scans your inbox for urgent emails, and sends you a clean briefing before you even open your laptop.

How to set it up:

  1. Go to the Schedule tab in Agent HQ
  2. Create a new task: "Morning Briefing" — set it for 7:00 AM weekdays
  3. In the task description, write: "Check my calendar for today's meetings, scan my inbox for anything urgent, and send me a summary in Slack"
  4. Make sure Gmail and Google Calendar are connected
Saves ~20 minutes every morning (1.5+ hours/week)
2
Competitor Price Monitoring
⏱ 4 min setup Weekly

Never be caught off-guard by a competitor's price change. Your agent visits their websites weekly, checks pricing pages, and reports any changes directly to you.

How to set it up:

  1. Create a scheduled task: "Competitor Price Check" — set for Monday 9:00 AM
  2. List 3-5 competitor URLs and what to watch: "Visit [url], check their pricing page, note any changes from last week"
  3. Add: "Compare to our current pricing ($29/$49/$99) and flag anything I should respond to"
📈
Replaces 30-60 minutes of manual research per week
3
Social Media Content Calendar
⏱ 5 min setup Weekly

Stop staring at a blank screen wondering what to post. Your agent drafts a week's worth of content ideas every Sunday night, ready for your review Monday morning.

How to set it up:

  1. Create a scheduled task: "Content Calendar" — Sunday 8:00 PM
  2. Describe your audience and tone: "I run a [type] business. My audience is [who]. Tone: [casual/professional/fun]"
  3. Ask for specifics: "Draft 5 social media posts for this week. Mix educational, behind-the-scenes, and promotional. Include suggested hashtags."
📝
Saves 1-2 hours of content brainstorming per week
4
Invoice Follow-Up Reminders
⏱ 3 min setup Every 3 days

Money left on the table because you forgot to follow up? Your agent scans your email for outstanding invoices and drafts polite follow-up messages for overdue ones.

How to set it up:

  1. Create a scheduled task: "Invoice Follow-Ups" — every Tuesday and Friday at 10:00 AM
  2. Describe what to look for: "Check my inbox for any invoices I sent in the last 30 days that haven't been paid. Draft a friendly follow-up for each one."
  3. Set to "Read Only" mode so you review drafts before they send
💰
Gets you paid faster — most clients pay within 48 hours of a follow-up
5
Weekly Team Summary
⏱ 3 min setup Weekly

Keep everyone aligned without a long meeting. Your agent reviews the week's Slack activity, completed tasks, and upcoming deadlines, then posts a clean summary to your team channel.

How to set it up:

  1. Create a scheduled task: "Weekly Summary" — Friday at 4:00 PM
  2. Connect Slack if you haven't already
  3. Describe what to include: "Summarize this week's key Slack discussions, any decisions made, and what's coming next week. Post to #team-updates."
👥
Replaces a 30-minute meeting and saves everyone time

Total First-Week Impact

These five automations alone save 4-6 hours per week. That's over 200 hours a year — more than a full work month — and you set them all up in under 30 minutes.

The best part? Your agent gets better at these tasks over time. It learns your preferences, your tone, and what you actually care about.