AI Automation
Schedule AI tasks to run automatically on a recurring basis. ScreenerBot executes your custom instructions using the AI engine with tool calling, tracks run history, and sends Telegram notifications on completion.
What is Automation?
Scheduled AI Execution
Automation lets you create tasks that run your custom AI instructions on a schedule. Each task executes in headless mode — the AI processes your instruction, calls tools as needed (checking positions, analyzing tokens, reading market data), and records the results. You can review every run's output, tool calls, and status.
This is perfect for automated portfolio monitoring, periodic market scans, position health checks, and daily/weekly reporting — all powered by your configured AI provider.
Schedule Types
Interval
Run every N seconds. Ideal for continuous monitoring tasks.
300= every 5 minutes
3600= every hour
Daily
Run once per day at a specific UTC time.
14:00= daily at 2 PM UTC
09:30= daily at 9:30 AM UTC
Weekly
Run on specific days of the week at a set time.
mon,wed,fri:09:00= MWF at 9 AM UTC
sun:18:00= Sundays at 6 PM UTC
Tool Permissions
Read Only (Recommended)
The AI can read data but cannot execute trades or modify settings. Safe for monitoring and analysis tasks.
Full Access
The AI can execute all tools including trading operations. Use with caution — the AI will auto-approve all tool calls.
Example Tasks
Portfolio Health Check
“Check all open positions. For each position, analyze the current price action and report if any show signs of reversal or significant loss. Summarize the overall portfolio health.”
Daily Market Summary
“Generate a summary of today's trading activity. Include total P&L, number of trades, best and worst performers, and any notable market events from the event log.”
Whale Activity Scanner
“Check the top 5 tokens by volume from recent transactions. Analyze their security data and market metrics. Flag any with suspicious activity patterns or sudden volume spikes.”
Weekly Performance Report
“Generate a comprehensive weekly performance report. Include total P&L, win rate, average hold time, best strategies, and recommendations for the coming week.”
Configuration
Automation settings are in the Config → AI → Automation section:
| Setting | Default | Description |
|---|---|---|
| scheduled_tasks_enabled | false | Enable the automation scheduler |
| scheduled_tasks_check_interval_seconds | 30 | How often to check for due tasks (10-300s) |
| scheduled_tasks_max_concurrent | 1 | Max concurrent task executions (1-5) |
| scheduled_tasks_default_timeout_seconds | 120 | Default timeout per task run (30-600s) |
Telegram Notifications
Get Notified
Each automation task can send Telegram notifications when it completes or fails. Configure per-task notification preferences:
- Notify on success — Get the AI's response summary
- Notify on failure — Get error details and timeout warnings
Requires Telegram bot to be configured. See Telegram Setup.
Creating a Task
Go to Assistant → Automation
Open the Automation tab in the Assistant page sidebar.
Click “New Task”
Fill in the task name, instruction, schedule type and value, tool permissions, and notification preferences.
Test with “Run Now”
Use the play button to trigger an immediate execution and verify the AI produces useful output.
Enable the Task
Toggle the task on. The scheduler will automatically execute it based on your configured schedule. Monitor runs in the Recent Runs timeline.
Important Notes
API Costs
Each task execution makes one or more API calls to your AI provider. Frequent schedules (e.g., every minute) can accumulate costs quickly. Start with longer intervals and use providers with free tiers for testing.
Prerequisites
Automation requires: AI enabled in config, at least one AI provider configured with a valid API key, and the scheduled_tasks_enabled config set to true.