Schedule Task Creator

Create scheduled tasks in Treasure Studio that mix deterministic script execution with agent-driven analysis and delivery.

Workflow

CRITICAL: Never just create files and stop. Always run the task and iterate until it works.

1. Capture Intent — What to automate, how often, what tools/data needed, where results go
   • Ask the user for output format (Slack message, CSV, HTML report, etc.) and notification channels before creating files. Never assume a Slack channel — always confirm.
2. Create the Task — Write files directly to ~/.tdx/schedule-tasks/{task-name}/
3. Validate — Run schedule_validate to check schedule.yaml
4. Reload — Run schedule_reload to pick up new/changed tasks
5. Review — Load the schedule-review skill and run a full review (structure + quality checks in parallel)
6. Fix Issues — Address any findings from the review
7. Test Run — Run schedule_run to execute immediately
8. Check Results — Use schedule_results to review output.md and check for errors
9. Fix & Retry — If the run failed or output is wrong, edit the files and repeat from step 4
10. Enable — Only after a successful test run, use schedule_enable to activate the cron schedule

Steps 5-8 are mandatory — a task is not complete until it has been reviewed and executed successfully at least once.

Task Directory Structure

~/.tdx/schedule-tasks/{task-name}/
├── TASK.md              # Instructions (frontmatter + markdown body)
├── schedule.yaml        # Cron schedule, permissions, notifications
├── scripts/             # Deterministic scripts (bash, python, etc.)
├── reference/           # Immutable reference files (templates, specs, configs)
├── data/                # Persistent data across runs (snapshots, state, caches)
└── results/{run_id}/    # Auto-created per execution (pruned over time)
    ├── metadata.json    # System-managed run metadata
    └── output.md        # Execution summary (REQUIRED — agent writes this)

Create the directory and files directly using Write/Bash tools. The system will pick them up after schedule_reload.

TASK.md Anatomy

YAML frontmatter with name and description, followed by markdown instructions:

---
name: daily-sales-report
description: Fetch sales data, analyze trends, and post to Slack
---

## Steps

1. Run `bash scripts/fetch-sales-data.sh` to download data
2. Analyze the CSV: revenue, order count, top products
3. Compare with previous run (check results/ for yesterday's output.md)
4. Write results/{run_id}/output.md with findings
5. Post summary to Slack, attach chart via slack_upload_file

## Data Files

- `data/previous-metrics.csv` — Yesterday's metrics for trend comparison. Update after analysis.

## Notes

- Revenue thresholds: flag if daily total < $10K
- Use reference/report-template.html for formatting
- If fetch script fails, retry once then report the error

Additional sections (## Notes, ## Constraints, ## Data Files, ## Output Format, etc.) are welcome. The run_id is provided to the agent automatically in the prompt.

Do NOT write Slack channel names or notification targets in TASK.md. Notification channels are configured in schedule.yaml (notify.on_success / notify.on_failure) and injected into the prompt automatically at execution time. Writing them in TASK.md causes conflicts when the yaml is updated.

Using data/ for Cross-Run State

data/ persists across runs (unlike results/ which is pruned). When a task uses data/, describe the files and their purpose in TASK.md under a ## Data Files section.

schedule.yaml Format

name: daily-sales-report
schedule: "0 9 * * 1-5"
enabled: false
catch_up: false          # true = run missed schedule once on next Studio startup
skills:
  - sql-skills:trino
permissions:
  allow:
    - Bash
    - Write
    - slack_post_message
    - slack_upload_file
notify:
  on_success: slack:channel-name   # or "slack:dm" for DM
  on_failure: slack:channel-name   # or "slack:dm" for DM
context:
  max_turns: 20
  timeout: 600

Task name: lowercase, hyphens/underscores only, max 64 chars. Minimum cron interval: 5 minutes.

Notification targets: use slack:channel-name for a Slack channel, or slack:dm for the user's DM. Always use slack:dm exactly — not "direct message", "DM", or other variations.

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