Bobi

What tasks are and how to create your first

A task is recurring work that Bobi does on its own by a set rule — without you asking each time. You describe once when it should run and what it should do, and Bobi takes care of the rest in a separate thread. Everyday dispatcher examples: a reminder about a missing POD, a morning daily report, or a reaction to an incoming email from a carrier.

Every task runs in one of two modes: it either proposes a result and waits for your approval, or acts on the agreed step on its own. By default Bobi proposes — it won't send or change anything without your go-ahead.

The three trigger types#

A trigger is the rule that decides when Bobi picks up the task.

TriggerWhen Bobi runs
ScheduleAt a fixed time or every set interval — e.g. daily at 9:00 or every 30 minutes.
EventWhen something happens — e.g. a new email arrives or a matching load appears on the exchange.
One-offOnce, at a specific date and time.

Schedules are covered in detail on a separate page.

Create your first task#

  1. Open Tasks
    Go to and click “New task”.
  2. Name and describe it
    Give the task a name and, in the prompt field, write the instruction — what Bobi should do.
  3. Choose a trigger
    In the “When to run” field pick a schedule, an event, or a one-off time.
  4. Decide the mode
    Set the “Ask before acting (recommended)” toggle — whether Bobi should propose first or act on its own.
  5. Save
    Submit the form. From now on the task is active and waits for its trigger.
A prompt is a plain instruction
Write the prompt in everyday language, like a brief for a colleague — e.g. “Check which of today's orders still have no POD and remind me about them.” How to write effective prompts is covered separately.
Ask before acting (recommended)
This toggle is on by default — Bobi prepares a proposal and waits for your “Approve”; it does nothing on its own. You turn it off only when you deliberately want the task to run fully automatically. How proposals and approvals work is covered separately.
New task form with name, prompt and trigger fields
The new-task form — name, prompt, trigger and approval mode.

Start from a preset#

You don't have to start from a blank page. Bobi has a catalog of ready-made tasks you clone and adapt — pick a preset, change the name and prompt to fit your situation, and the rest is already set up. You'll find, among others, “POD follow-up” (a reminder about missing documents) and “Daily summary” (a morning report).

Task list with the „New task” button
Your task list — create a new one with the “New task” button.
Active-task limit
Up to five tasks can be active at once. When you need another, turn one of the current ones off.

Next#

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