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Scheduled Tasks in Helium: How to Automate Your Amazon Reports and Ad Reviews in 2026  

Meet Helium. The AI Agent that helps your run your business.

An AI partner built directly into Helium 10 that diagnoses problems, surfaces opportunities, and recommends your next move across your business.

Meet Helium
Meet Helium. The AI Agent that helps your run your business.

An AI partner built directly into Helium 10 that diagnoses problems, surfaces opportunities, and recommends your next move across your business.

Meet Helium

Scheduled Tasks let you turn any analysis Helium can run once into a report that runs automatically every day or every week. Helium runs your saved instruction on schedule, posts the result in its own thread, and never changes your account. Scheduled Tasks is available today. 

What Are the Key Takeaways About Scheduled Tasks in Helium? 

  1. Scheduled Tasks run any Helium analysis on a daily or weekly schedule and post each result in a dedicated thread you can open and question. 
  1. You never have to write the prompt. Click the clock icon on an answer you liked and Helium builds the task instructions from that answer and the conversation around it. 
  1. Every run is read-only. Helium cannot change bids, budgets, rules, listings, or cost settings during a scheduled run. It returns recommendations instead. 
  1. Each run uses the same saved instruction, so the report keeps the same structure and calculation logic week after week. 
  1. You can have up to 10 active tasks, and Helium pauses a task automatically (and tells you why) when something is wrong. 

What Are Scheduled Tasks in Helium? 

Scheduled Tasks are saved instructions that Helium, the AI agent built into Helium 10, runs automatically on a daily or weekly schedule. You write the instruction once, or let Helium generate it from an answer you already liked. Each run reads your live Helium 10 account data, returns either a text answer or a report card with tables and charts, and posts it in a dedicated run thread you can open at any time. 

Scheduled Tasks is the first time Helium does work without anyone sitting in the chat. The task stores the exact instruction, so each run produces the same report with updated data: same requirements, same structure, same calculation logic. That makes this Monday’s result comparable to last Monday’s instead of drifting with whatever you happened to type that day. 

Runs are read-only. Helium can read anything your account can see, scoped to the stores, marketplaces, or Ads profiles you choose for the task. It cannot change anything in the account. 

Why Should Amazon Sellers Automate Recurring Analysis in 2026? 

Recurring analysis such as weekly ad reviews, search-term checks, and budget pacing only works if someone remembers to run it, and automating it removes that dependency.

Automation helps in five specific ways: 

  1. Routine analysis stops depending on memory. Weekly campaign reviews and budget pacing already work as one-off questions. Now they run on their own and wait for you. 
  1. The report keeps the same shape. The saved instruction means a consistent structure and consistent calculation logic every run. 
  1. Results come with a conversation attached. Each run is its own thread, so “why did this tag drop?” is a follow-up question, not a new chat with no context. 
  1. Setup costs almost nothing. You schedule an answer you already refined instead of re-explaining the analysis. 
  1. It is safe to leave running. No scheduled run can touch your account, so there is nothing to undo on Monday morning. 

According to Helium 10’s Helium page, the agent also benchmarks your results against ten years of category data across 4.5 million sellers, so a scheduled report arrives with market context, not just your own numbers. 

How Do You Create a Scheduled Task in Helium? 

You can create a Scheduled Task three ways in Helium: from an answer you already have, through a fresh chat, or with a manual form. All three end at the same place, a task card you review and save, and the task then appears on the Scheduled Tasks page with its next run time. 

  1. Create from an answer (the fastest path). Every Helium reply has a clock icon labeled Create Scheduled Task. Click it on the specific answer you want repeated, or type “run this every Monday.” Helium shows a Create a Scheduled Task? card with two options: Create Schedule or Not Now. 
  1. Create with chat. On the Scheduled Tasks page, start a fresh chat and describe what Helium should do on each run. Helium asks follow-up questions and builds the task card. 
  1. Set up manually. Fill in a plain form with the name, description, instruction, frequency, timezone, and which stores, marketplaces, or Ads profiles the task covers. The task is live as soon as you save. 

What goes on a task card? 

The task card holds six fields: Scheduled Task Name, Description, Frequency (daily or weekly, with a time and a weekday for weekly tasks), Timezone (which defaults to your browser timezone), Store / Marketplace / Profile (all optional), and Instructions. You can edit any field inline before you click Save, or type “save” in the chat. 

How Do You Schedule a Weekly Ads Review in Helium, Step by Step? 

To schedule a weekly ads review, refine the analysis in a normal Helium chat until the answer is right, then click the clock icon on that answer and save the task. Helium writes the instructions for you from the answer and the conversation around it, including your refinements, corrections, and any metric definitions you clarified. 

  1. Ask for the analysis. For example: “Show spend, sales, ACoS, and CVR by campaign tag versus last week, and tell me which tags declined and why.” 
  1. Refine it over a few rounds. Correct details and add requirements until the report looks right. 
  1. Ask how a metric is calculated. If you ask how ACoS or CVR was computed, that clarification becomes part of the saved logic. 
  1. Click the clock icon on the answer you want repeated. Pick the exact reply, not just the last one. 
  1. Review the task card. Read the instructions Helium generated and edit anything you want to change. 
  1. Set the schedule. Choose Weekly, pick Monday and a time, and confirm the timezone. 
  1. Save, then click Run Now. Open the result to confirm it matches the answer you scheduled. 

If you click Create Schedule twice on the same reply, Helium reopens the same editor until that task is saved. 

What Can You Schedule? 8 Scheduled Tasks for Amazon Sellers 

You can schedule anything Helium can answer from your Helium 10 data today, phrased as a question worth asking on repeat. The rule of thumb: if you would ask it again next week with the same wording, it is a task. There are no preset templates in this release, so you create each task from an answer, with chat, or by pasting one of these instructions into the manual form. 

# Task Cadence What each run returns 
1 Weekly ads performance review Weekly, Monday AM Spend, sales, ACoS, and CVR by campaign tag versus the prior week; which tags declined; which campaigns drove it; likely cause (CPC, CTR, or CVR); recommended changes 
2 Search-term harvest and negate list Weekly Top 10 terms to add as exact (at least 1 order, ACoS below account average) and top 10 to negate (10+ clicks, no orders), each with source campaign and a one-line reason 
3 Budget pacing check Daily or weekly Month-to-date spend versus plan per profile or tag; projected month-end delivery; where to add or cut daily budget 
4 Keyword rank movement Weekly Tracked keywords that gained or lost organic or sponsored rank, grouped by product 
5 Bleed report Weekly Targets spending above break-even with no orders; suggested negate, pause, or bid cut 
6 Profit snapshot Weekly Net profit, margin, and refund rate by product versus the prior period; biggest movers 
7 Inventory runway Weekly SKUs under N days of supply at current sales velocity; restock candidates 
8 Buy Box and listing health Daily ASINs that lost the Buy Box, price changes, and listing or review drops since the last run 

These tasks draw on the same data behind Helium 10 Ads, Keyword Tracker, Profits, and Inventory Management. 

Can a Scheduled Task Change My Bids, Budgets, or Listings? 

No. Every scheduled run is read-only. Helium cannot change bids, budgets, rules, listings, or cost settings during a scheduled run, and anything it thinks should change comes back as a recommendation inside the result. You decide what to act on. 

If you want to act on a recommendation, open that run’s thread and ask Helium in the follow-up chat. The follow-up chat works like a normal Helium conversation, so you stay in control of every change. Because unattended runs can never touch the account, a task that misfires cannot damage a campaign, which is why you can leave a task running without checking on it. 

Two other limits come from the same design. A run cannot ask you a question mid-run, so if it needs input, it fails with “needs more information.” And a run cannot read your screen, because page awareness needs a live browser tab. Follow-up questions inside a run thread can use page awareness. 

What Happens When a Scheduled Task Runs? 

A task runs at its scheduled time, give or take about five minutes, because runs are staggered. Each run gets its own thread that holds the result and any follow-up questions. The task shows an unread count, and every task keeps a Result history so you can open past runs. 

Here is how the run mechanics work: 

  1. Run Now works any time, on active or paused tasks. 
  1. Only one run per task happens at a time. If a scheduled run lands while a Run Now is still going, the scheduled run is skipped and Helium tells you why. 
  1. Results are text or a report card with tables and charts. If a result looks empty, scroll below the one-line summary to the report card. 
  1. Follow-ups happen in place. Ask “which campaigns drove that?” or “compare to last week” in the run thread. 
  1. An Edit task link in the run thread takes you back to the task editor. 

To change a task later, use the Edit button for the form or Edit with chat to have Helium produce an updated card. Every save is versioned. 

What Are the Limits, and Why Might a Task Pause? 

Scheduled Tasks has four limits in this release. You can have 10 active tasks at a time, and paused tasks do not count toward that cap, but you cannot resume a task while 10 are active. Tasks run daily or weekly only, so schedules such as every weekday, twice a day, or the 1st of the month will not save. Each editor chat produces one task. And every run uses agent credits like any other Helium query. 

Helium also pauses a task automatically and posts a plain-language reason in the task thread. There are four reasons: 

  1. Three failed runs in a row. 
  1. Your Amazon connection expired. 
  1. Fourteen results in a row were never opened. 
  1. Your account ran out of credits. 

Fix the cause, then click Resume. Resuming starts from the next scheduled time, and missed runs are not backfilled. 

Who Can Use Scheduled Tasks in 2026? 

Helium itself is included with the Diamond plan at no extra cost, and you can read the full background in Introducing Helium: The AI Agent that Runs Your Amazon Business. 

Scheduled runs consume agent credits like any other query. A run on a zero balance fails with a “credits used up” message and counts toward the automatic pause. Helium is a layer on top of your existing Helium 10 tools, not a replacement for the dashboard, so Scheduled Tasks adds automation without changing how you navigate the rest of the platform. 

Ready to Put Your Weekly Reviews on Autopilot? 

Pick the analysis you already ask Helium for every week, click the clock icon on the best answer, and save the task. Open Helium to try it. 

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author-photo
Associate Product Marketing Manager

Raeanna Murray is a content contributor at Helium 10, where she covers e-commerce software, marketplace best practices, and insights designed to help sellers navigate competitive online platforms.

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