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Once an agent is configured and tested, you give it a cadence and publish it.
Acct Pipelines Library

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Choose a cadence

Cadence is set in plain terms — no cron expressions or pipeline wiring on the standard path:
  • Run once now — a single run on demand.
  • Monthly — good for recurring monthly deliverables.
  • Quarterly — common for tax and review cycles.
  • At period close — tie the run to the accounting period close.
Choose the rhythm the underlying work actually follows.

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Publish (go live)

Publishing makes the agent live: it runs on the schedule you set, prepares its work, and routes the output to the review queue for approval.
Publishing is safe — nothing an agent produces is shared before a reviewer approves it. Publishing starts preparation, not delivery.

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Changing the schedule later

You can change cadence after publishing. If a client’s needs shift (say, from quarterly to at-close), update the schedule; existing history is preserved.

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Advanced scheduling

On the Advanced path, scheduling is decoupled from the pipeline, so you get finer control over triggers if you need it. Most teams don’t — the plain cadence options cover the common cases.

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Next steps

  1. Testing an agent
  2. Human-in-the-loop review
  3. Notifications