# Turn recurring work into trackable company workflows.

Canonical: https://usehai.ai/tasks-automations

Markdown: /tasks-automations.md

Description: Tasks combine boards, templates, evaluations, and scheduled workflows so agents can prepare work and teams can see what is moving.

Page: Turn recurring work into trackable company workflows..

For: Teams evaluating Hai's tasks & automations.

Hai can: Tasks combine boards, templates, evaluations, and scheduled workflows so agents can prepare work and teams can see what is moving.

Tasks combine boards, templates, evaluations, and scheduled workflows so agents can prepare work and teams can see what is moving.

Hai can organize work as kanban tasks, repeatable playbooks, scheduled workflows, and eventually event-triggered automations that react to business signals.

## Principles

- Knowledge: tasks carry the user, account, policy, and business context they need.
- Connected: automations can call tools, integrations, and MCP-backed systems with scopes.
- Security + Compliance: sensitive execution stays permissioned and reviewable.

## Surface

- **Scheduled workflows:** Run weekly packets, daily inbox sweeps, monthly finance checks, and recurring operating reviews.
- **Event-triggered work:** Prepare workflows when a lead replies, a customer escalates, a finance mismatch appears, or a hiring step stalls.
- **Task training and evals:** Train agents for specific tasks, review outputs, and use evaluations to improve the workflow over time.

## Examples

- Weekly leadership packet with metrics, risks, and open decisions.
- VIP lead reply creates CRM research plus next touch.
- Finance close checklist finds missing context before review.