DocsScheduled Researches
Set up recurring AI-powered reports that run automatically and email results to your team.
Scheduled researches are recurring, automated data analysis reports. You define a research plan and a schedule, and Kaelio's AI agent executes the analysis on your behalf — daily, weekly, biweekly, or monthly. Each execution produces a full research report, compares results with the previous run to highlight changes, and emails a summary to your chosen recipients.
Creating a scheduled research
You can create a scheduled research in two ways: from an existing research conversation, or from scratch via the Automations page.
From an existing chat
If you already have a research conversation that you want to repeat on a schedule:
Open the research chat you want to schedule.
Click the more menu in the toolbar and select Schedule as Recurring Report.
Kaelio analyzes the conversation and suggests monitoring topics. Select the topics you want to track and add any custom instructions.
Choose a schedule frequency and click Generate Plan. The AI creates a detailed research plan based on your selections.
Review the generated plan, adjust if needed, configure recipients, and click Create to save.
From scratch
Navigate to Automations in the sidebar and open the Scheduled Researches tab.
Click Create in the top-right corner.
Enter a Name and optional Description for the research.
Write a Research Plan describing what the AI should analyze each time it runs. Be specific about the questions, metrics, and comparisons you want.
Configure the schedule and recipients in the sidebar, then click Create.
Configuring the schedule
Every scheduled research has three scheduling parameters:
| Parameter | Options | Description |
|---|---|---|
| Frequency | Daily, Weekly, Biweekly, Monthly | How often the research runs |
| Preferred day | Monday–Sunday | Which day of the week to run (ignored for daily) |
| Preferred hour | 0–23 (UTC) | What hour of the day to run |
The sidebar displays a local time equivalent next to the UTC hour so you can verify the timing for your timezone.
Execution times are approximate. Kaelio checks for due researches every five minutes, so a research scheduled for 14:00 UTC may start between 14:00 and 14:05.
Adding recipients
Enter email addresses in the Recipients field in the schedule sidebar. Each recipient receives an email report after every successful execution.
The email includes:
- A text excerpt of the research findings (up to 8,000 characters)
- Up to five embedded chart images generated during the analysis
- A View Full Report link to the complete research chat
- An Unsubscribe link — recipients can opt out without needing a Kaelio account
AI-assisted setup
When you create a scheduled research from an existing chat, Kaelio offers two AI-powered helpers:
- Topic extraction — analyzes your conversation and suggests specific data points and questions worth monitoring over time
- Plan generation — takes your selected topics and custom instructions and produces a detailed, structured research plan
You can regenerate the plan at any time by adjusting your topic selections and clicking Generate Plan again.
Managing scheduled researches
List view
The Automations > Scheduled Researches page shows all your scheduled researches in a card grid. Use the toolbar to:
- Search by name or description
- Filter by status (Active, Inactive, or All)
- Sort by last updated, name, execution count, or success rate
Each card displays the research name, schedule frequency, execution count, and the times of the last and next runs.
Detail page
Click any card to open its detail page. Here you can see the full research plan, schedule configuration, recipient list, and execution history.
Available actions:
| Action | Description |
|---|---|
| Edit | Switch to edit mode to modify the plan, schedule, or recipients |
| Pause / Resume | Toggle whether the research runs on schedule |
| Run Now | Trigger an immediate execution outside the normal schedule |
| Delete | Permanently remove the scheduled research |
Understanding execution results
Each execution creates a new research chat that you can open and explore just like any interactive research conversation. The execution history section on the detail page lists all past runs with links to their full reports.
Change detection
The AI automatically compares each execution against the previous run. It tracks which queries were executed, what results were returned, and highlights meaningful differences — for example, a metric that increased significantly or a new outlier in the data.
This means your reports don't just repeat the same analysis; they tell you what changed since last time.
Execution stats
The detail page shows cumulative statistics:
- Execution count — total number of runs
- Success count — runs that completed without errors
- Failure count — runs that encountered errors
- Success rate — percentage of successful executions
Email reports
After each successful execution, Kaelio sends an email to every active recipient. The email contains:
- A greeting and the report name with its generation date
- The schedule frequency label (Daily, Weekly, Biweekly, or Monthly)
- A markdown excerpt of the research findings
- Up to five chart images embedded directly in the email
- A View Full Report button linking to the complete research chat in Kaelio
- An Unsubscribe link at the bottom
Recipients who click Unsubscribe are removed from future emails for that specific research. They can be re-added by editing the recipients list.
Auto-pause on repeated failures
If a scheduled research fails three times in a row, Kaelio automatically pauses it to prevent further wasted executions. The consecutive failure counter resets after every successful run.
To reactivate a paused research, open its detail page and click Resume. Consider reviewing and adjusting the research plan before resuming if the failures indicate a problem with the analysis.