Safeguard
AI Security•

How do you inventory scheduled AI tasks across every assistant?

A five step method to list every scheduled task, routine and automation in your AI assistants, with where each product keeps them and what to record.

Safeguard Security Team
7 min read

To inventory scheduled AI tasks, list each assistant your people use, open its scheduled or routines view, export what is there into one register, then record owner, schedule, access and last run. Repeat monthly. Each product keeps tasks in a different place, so a single search will not find them all.

What counts as a scheduled task

For this exercise, a scheduled task is any saved prompt that starts without a person pressing send. That includes time-based schedules, API triggered runs, and event triggers such as a new pull request. A one-off reminder counts too until it has fired.

Where each product keeps them

Based on vendor pages read on 19 October 2026:

Product areaWhere to look
Claude Code cloud routinesThe routines list at claude.ai/code/routines, or /schedule list in the CLI
Claude Code Desktop local tasksThe Routines list in the Code tab, plus task folders under the user's .claude/scheduled-tasks directory
Claude Code session tasksAsk the session what tasks it has; they live and die with the session
Claude CoworkThe Scheduled section in the left sidebar
Gemini AppsThe Scheduled page in the sidebar, capped at 10 active schedules
Codex style tasksThe Scheduled view in the desktop app or workspace
GitHub ActionsWorkflow files containing a schedule trigger in each repository

Routines belong to individual accounts and are not shared with teammates, so an admin cannot list them from one place. Collection depends on people reporting what they have, or on admin tooling your vendor provides. Ask your vendor what an owner or admin can see.

Five steps

  1. Declare the scope. Pick the assistants in use, including ones teams adopted without asking.
  2. Ask owners to list their tasks. Give a short form: name, purpose, where it runs, schedule, systems touched.
  3. Verify against the product. Open the scheduled view and compare. Anything in the product but not on the form is a finding.
  4. Search repositories. Scan workflow files for schedule triggers and agent invocations, and look for committed agent configuration.
  5. Record the register fields below.

Register fields

  • Task name and plain language purpose
  • Owner and sponsor
  • Product, and cloud or local
  • Trigger type and schedule
  • Identity it runs as
  • Connectors, repositories, folders and network access
  • Permission mode or sandbox level
  • Writes or sends anything? Yes or no
  • Last run, last review date, next review date

The tool permission manifest post expands the access fields.

Findings to expect

Most first passes turn up three things: tasks with owners who have left, tasks holding connectors they do not use, and tasks nobody can explain. Treat each as a normal access review result, not a blame exercise. Ask whether the task is still needed. If not, delete it and confirm it is gone.

Worked example: a one hour discovery sprint

A security manager at a mid sized software company wants to know what scheduled AI tasks exist. She books one hour with four team leads and runs this sequence.

In the first ten minutes, each lead opens the scheduled or routines view in every assistant they use and reads the names out loud while she types them into a shared sheet. In the next fifteen, each lead adds the columns: owner, trigger, access, what it writes, last review. In ten more, she searches the organization's repositories for workflow files with a schedule trigger and for agent configuration files, and adds each hit. The remaining twenty minutes go to sorting. Tasks that write or send outside the company go to the top. Tasks with no owner go next. Everything else is read only and can wait a month.

The output is a single sheet with a risk ordered list, three tasks to retire on the spot, and a monthly review date. It will not be complete, and it does not need to be. It is a baseline, and each later pass finds less.

Sample register rows

TaskProductTriggerWrites?AccessOwnerNext review
Nightly merged PR summaryCloud routineSchedulePosts to chatCode host read, chat writeTeam lead AMonth end
Weekly docs drift checkCloud routineScheduleOpens pull requestsDocs repository writeDocs ownerMonth end
Morning briefingCoworkScheduleNoCalendar and mail readIndividualQuarter end
Dependency scanCI workflowScheduleTicket on findingsRead plus ticket createPlatform teamQuarter end

The rows are examples of the shape of the register, not real tasks.

Close the blind spots

Four gaps are common.

  • Personal accounts. People may use assistants under personal logins. Policy can require work tasks to live in managed accounts, and an amnesty period encourages honesty.
  • Local only tasks. Desktop tasks live on a laptop and in a folder under the user's home directory. Endpoint inventory tools can list installed apps but usually not tasks. Ask owners.
  • Event triggered tasks. They do not appear on a calendar. Search for GitHub triggers on routines and for Slack, Gmail and GitHub triggers on tasks in apps that offer them.
  • Tasks created by agents. An assistant can create tasks in conversation. Review what your agents are permitted to schedule.

Keep it alive

An inventory goes stale in weeks. Tie updates to events people already do: task creation requires a register entry, offboarding includes a task check, and quarterly access reviews include the register. Automate collection where the vendor exposes an API or admin report, and be honest about the parts that remain manual. See shadow automation for discovery ideas that go beyond asking.

Try it yourself

Click through it at your own pace, or open it full screen.

An inventory of dependencies and an inventory of automations share one rule: you cannot assess what you have not listed. Notice what fields the demo records for each item.

Where Safeguard fits

Safeguard's asset discovery and agent identity capabilities are aimed at this kind of inventory problem. You can also start with the free scan at https://gold.safeguard.sh/scan on repositories where scheduled agents work.

Quick check

Can an admin see every employee's scheduled AI tasks in one place?

Not necessarily. Anthropic's routines page says routines belong to individual accounts. Check what your vendor's admin console shows before assuming coverage.

How often should the register be reviewed?

Monthly for tasks that write or send, quarterly for read-only ones, and immediately when an owner leaves.

What is the minimum register that is still useful?

Task name, owner, product, trigger, what it writes or sends, the access it holds and the next review date. Seven columns are enough to start.

Sources

Last reviewed: 19 October 2026.

Never miss an update

Weekly insights on software supply chain security, delivered to your inbox.

Self-healing security runs on Safeguard.

Your first fix PR is minutes away.

No sales call required, even your agent can complete the purchase over MCP.