Task Studio is a powerful automation platform that allows you to deploy and manage repeatable workflows within your organization.

This documentation is intended for technical builder users who are responsible for creating and managing automated workflows. Users should have experience with scripting, workflow automation, and system integration concepts. If you need end-user documentation, please refer to the Tasks guide.

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Tasks

Tasks are automated scripts that can be configured to run based on specific triggers or schedules. Each task in the system can be configured through three actions:

  • Set Schedule: Define when and how often a task should automatically run using options like daily, weekly, or monthly intervals and specific times.
  • Set Trigger: Configure which events (like receiving an email, uploading files, or end of a meeting) will automatically start your task.

  • Go to Task: View the task’s details and run it immediately, with additional options to set up schedules and triggers directly

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Active Triggers & Schedules

This section provides visibility into how tasks are initiated:

  1. Event Triggers - Shows tasks configured to run in response to specific events. For example, the interface shows a task Get Redactions for Asset that runs when Athena receives an email.

  2. Recurring Schedules - Displays any tasks set to run on a regular schedule. For example, the interface shows a task Get Redactions for Asset that runs every 12 hours.

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Example Tasks

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Integrate Athena Agents

You can integrate Athena agents with your custom Python scripts to function as a research assistant, enabling the system to search for publicly available data about the associated company, visit the company’s website for additional details, and compile a comprehensive summary.

Watch these in action!

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Connect Salesforce

You can integrate Athena agents with your custom Python scripts to streamline Salesforce data management by automatically connecting to Salesforce, extracting information about the top 20 customer accounts, and utilizing Athena agents to gather recent news about these customers.

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Data Extraction Pipelines

Athena enables enterprises to build customized data extraction pipelines tailored to their specific needs using its robust SDK. By defining precise data extraction prompts, users can extract structured data from various document types, such as lease ledgers and manuals, with high accuracy.

Watch this in action!