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 (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.
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.
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.
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 and Integration Resources in the API Reference.
Full list in the API Reference under the Max Tasks tag.
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>