:Harvey:Support

Early Access Feature

Schedule Custom Agents

Set up a schedule for a custom agent, so that repeatable work happens automatically.

Categories
Agents
General Access Type
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Important: This feature is included as part of the Agents Bundle and cannot be requested separately.

Overview

You can now set a schedule for custom agents created in Agent Builder, allowing you to automatically run agents daily, on set intervals, or on designated days of the week. When the agent runs Harvey sends you an email notification once the response is ready.

How to Use

  1. Select Build from Harvey’s sidebar and choose Agent builder.
  2. Select a published agent from the list.
  3. In the Agent Builder, select Set schedule.
    The Harvey Build Custom Agent interface showing a "Document Review and Summary" agent with a configuration popup open, with an arrow pointing to the "Set sched…The Harvey Build Custom Agent interface showing a "Document Review and Summary" agent with a configuration popup open, with an arrow pointing to the "Set schedule" option alongside fields for adding files, a playbook, and sources.
  4. Choose your desired schedule. Set your agent to run every set number of days, or set a weekly schedule to run on specific days of the week.
    The Harvey "Set schedule" modal for a custom agent.
  5. Add client matter and set your email preferences (optional).
  6. Select Set.

Tip: You can view all of your scheduled agents, as well as the results of your scheduled runs, by selecting History in Harvey’s sidebar.

Notes & Limitations

  • Agent scheduling is not available in the Workflow Builder.
  • You can set one schedule per agent.
  • The schedule you set on an agent is a personal setting. When you share an agent with others, your set schedule will not be shared. Others can create their own schedules on top of the same agent.

Troubleshooting