Put recurring work on a schedule so Quotient does it for you

Quotient can run marketing tasks for you on a schedule. For example, you might want a daily list of new signups worth a follow-up, a weekly summary of campaign performance, or a monthly draft of your customer newsletter.

A job is one of these recurring tasks. You write the instructions once and pick a schedule, and Quotient carries out the instructions each time the job is due, without anyone having to open a chat.

Creating a Job

The easiest way to create a job is to ask Quotient. Describe what you want done and how often. Here are a few examples:

Create a job that runs every Monday at 9am: summarize how my active campaigns performed over the past week and point out anything that needs my attention.

Open in Quotient

Create a job that runs every weekday at 8am: find people who signed up in the last day, flag anyone from a company with more than 200 employees, and tell me who they are.

Open in Quotient

Create a job that runs on the first of every month: draft this month's customer newsletter from the blog posts we published last month, and leave it for me to review.

Open in Quotient

Quotient creates the job from your request, including the instructions it will follow on every run. Since you won't be there to clarify when the job runs, it's worth being specific. "Summarize campaign performance" works, but "compare each active campaign's email clicks and website sessions to the previous week" gets you a more useful summary. You can @ mention objects in your request, like a particular campaign or segment, and the job will refer to them on every run.

You can also create a job yourself on the Jobs page with the Create Job button. There you write the instructions, attach files if the job needs them, choose which AI model the job starts with, and set the schedule.

Schedules

On the Jobs page, you can schedule a job to run daily, weekly on a given day, or monthly on a given date, at a time of your choosing. Times are in your business's time zone. When you ask Quotient instead, you can describe more specific patterns in plain language, like "every weekday at 8am" or "every other hour during business hours".

Jobs start within a few minutes of their scheduled time. When you ask Quotient for a job, mention your time zone ("9am Eastern") so there is no ambiguity. Each job on the Jobs page shows its schedule and when it will run next, which is a quick way to confirm Quotient got it right.

What Happens When a Job Runs

Each run starts a new chat thread, as if the job's owner had typed the instructions into a fresh conversation. Quotient can do anything it does in a regular chat, like run reports, search the web, or draft content. These threads appear in your chat history, labeled with the job's name.

When a run finishes, Quotient notifies the job's owner with a short summary and links to anything it created. Notifications appear in Quotient, and by email and Slack if you've turned those on in your notification settings. If a run fails, the owner gets a notification with a link to the thread.

The owner is whoever created the job, unless you choose someone else. Teammates can click the bell icon on a job to get notified too.

Each run uses AI credits like a regular conversation. Jobs are included on every paid plan. If your plan stops including them, your jobs are saved but don't run until that's resolved. See Plans and Billing.

Changing or Deleting a Job

To change a job, ask Quotient to update it ("move my Monday report to 8am", or "also include social post engagement in the weekly summary"), or click the job on the Jobs page to edit its name, instructions, schedule, and owner. Changes take effect the next time the job runs.

Hover over a job to see two more actions. Run Now runs the job right away and opens the resulting thread, which is handy for testing new instructions without waiting for the schedule. Delete stops the job for good. There's no pause button, so if you only want a job to stop for a while, copy its instructions before you delete it and create it again when you need it.

A few tips for getting the most out of jobs:

• Run a new job once with Run Now before you rely on it, and adjust the instructions until the output looks right.
• Say what you want delivered. "Tell me the three campaigns with the biggest drop in clicks" gets a sharper result than "check on campaigns".
• Keep each job to one task. Two focused jobs are easier to read and to fix than one job that does everything.