Schedule it

A view that you must open is a dashboard. A task that runs on a schedule and tells you what changed is a command center. This step moves your work to rung 3 and rung 4.

What to schedule

Schedule one task. Keep it small. A good first task has three parts.

1. Read the newest Salesforce export in the H2-Command-Center folder.
2. Run your alert rule.
3. Write the brief, and draft the action for each item that the rule found.

Prompt

Change the day and the time to fit your week.

Schedule this as a task that repeats every Monday at 7:00 AM.
1. Read the newest pipeline export in the H2-Command-Center folder.
2. Run my alert rule from this conversation.
3. Write the result to brief-<date>.md in the same folder. Put the items that need me at the top.
4. For each item, draft the follow-up to the deal owner. Do not send it. Save the drafts in the same file.
Show me the schedule when it is set, and run the task one time now so that I can see the output.

Rules for a scheduled task

• The task drafts. It does not send. You read the draft and you send it.
• The task reads the export in the folder. If the export is old, the brief is old. The brief must show the date of the export at the top.
• Assume that a scheduled task in Cowork runs only while the Claude app is open and the laptop is awake. The setup check tests this on your laptop.
• In Claude Code, /schedule makes a task that runs in the cloud. A cloud task cannot read a file on your laptop. Use it only when the data is in a place that the cloud task can reach.

Post it

Tell Claude to post the schedule to your page.

Post a result of kind "schedule" to my page: what runs, when it runs, what it reads and what it writes. Then mark the step "schedule" as done.