# Max Tasks

**Max Tasks** are automations that run inside the calling user's personal Max assistant. Two kinds:

- **Scheduled (cron)** — run on a schedule (for example a daily 8am brief). Set with a cron expression.
- **Event-based** — fire when something happens in a [Max Connector](/docs/concepts/max/connectors) (new Gmail message, calendar event starting, deal stage change, …). Set with a trigger slug from `GET /max/periodic-tasks/triggers`.


A task is either scheduled or event-based, never both. Requires a USER API key.

These are **not**:

- User tasks (`/tasks`) — the account "To-dos" inbox.
- Object-row tasks — tasks attached to a CRM record.


## Notifications

When Max finishes a run, the agent's final text output is what gets sent on the selected notification channels (email, WhatsApp, Slack). You do **not** need to instruct Max to call a send-email or post-to-Slack tool for the report — the system dispatches the output according to the notify flags.

## Integrations

Max tasks run in a sandbox with access to CRM record types, custom tools, and system tools. They only see the connected integrations you explicitly select (e.g. `gmail`, `googlecalendar`). Discover valid toolkit slugs with `GET /max/integrations`.

## Operations

URLs use `periodic-tasks`; the product name is Max Tasks.

| Verb | Path | Purpose |
|  --- | --- | --- |
| `GET` | `/public/v1/max/periodic-tasks` | List (filters: `enabled`, `name`) |
| `POST` | `/public/v1/max/periodic-tasks` | Create (cron **or** trigger slug) |
| `GET` | `/public/v1/max/periodic-tasks/triggers` | Event triggers available for the caller's connectors |
| `GET` | `/public/v1/max/periodic-tasks/{id}` | Detail |
| `PUT` | `/public/v1/max/periodic-tasks/{id}` | Replace the whole task (also how you enable/disable) |
| `DELETE` | `/public/v1/max/periodic-tasks/{id}` | Delete |
| `POST` | `/public/v1/max/periodic-tasks/{id}/execute` | Run a **scheduled** task now (event tasks cannot) |


Trigger config often needs a resource id (mailbox, calendar, spreadsheet). Resolve those with `frontline integrations resources …` — see [Workspace Connectors](/docs/concepts/workspace-connectors) and Integration Resources in the API Reference.

Full list in the **[API Reference](/reference/openapi)** under the `Max Tasks` tag.

## CLI

```bash
max tasks triggers --pretty
max tasks create \
  --name "Morning brief" \
  --instructions "Summarize open deals and yesterday's meetings." \
  --cron "0 8 * * 1-5" \
  --integrations '["gmail"]' \
  --notify-email true
max tasks list --enabled true
max tasks run <taskId>
```