Improve Automation Flexibility and Automation Email Format (#1016)

- Format AI response to send in automation email
- Let Khoj infer chat query based on user automation query
- Decide if automation emails should be sent based on response
  - Fix the `to_notify_or_not` decider AI
  - Ask reason before decision to improve to_notify decider AI
- Show error message on web app when fail to create/update automation

src/interface/web/app/automations/page.tsx

@@ -167,68 +167,68 @@ const timestamp = Date.now();
 const suggestedAutomationsMetadata: AutomationsData[] = [
     {
         subject: "Weekly Newsletter",
-        query_to_run:
+        scheduling_request:
             "/research Compile a message including: 1. A recap of news from last week 2. An at-home workout I can do before work 3. A quote to inspire me for the week ahead",
         schedule: "9AM every Monday",
         next: "Next run at 9AM on Monday",
         crontime: "0 9 * * 1",
         id: timestamp,
-        scheduling_request: "",
-    },
-    {
-        subject: "Daily Bedtime Story",
-        query_to_run:
-            "Compose a bedtime story that a five-year-old might enjoy. It should not exceed five paragraphs. Appeal to the imagination, but weave in learnings.",
-        schedule: "9PM every night",
-        next: "Next run at 9PM today",
-        crontime: "0 21 * * *",
-        id: timestamp + 1,
-        scheduling_request: "",
+        query_to_run: "",
     },
     {
         subject: "Front Page of Hacker News",
-        query_to_run:
+        scheduling_request:
             "/research Summarize the top 5 posts from https://news.ycombinator.com/best and share them with me, including links",
         schedule: "9PM on every Wednesday",
         next: "Next run at 9PM on Wednesday",
         crontime: "0 21 * * 3",
         id: timestamp + 2,
-        scheduling_request: "",
+        query_to_run: "",
     },
     {
         subject: "Market Summary",
-        query_to_run:
+        scheduling_request:
             "/research Get the market summary for today and share it with me. Focus on tech stocks and the S&P 500.",
         schedule: "9AM on every weekday",
         next: "Next run at 9AM on Monday",
         crontime: "0 9 * * *",
         id: timestamp + 3,
-        scheduling_request: "",
+        query_to_run: "",
     },
     {
         subject: "Market Crash Notification",
-        query_to_run: "Notify me if the stock market fell by more than 5% today.",
+        scheduling_request: "Notify me if the stock market fell by more than 5% today.",
         schedule: "5PM every evening",
         next: "Next run at 5PM today",
         crontime: "0 17 * * *",
         id: timestamp + 5,
-        scheduling_request: "",
+        query_to_run: "",
     },
     {
         subject: "Round-up of research papers about AI in healthcare",
-        query_to_run:
+        scheduling_request:
             "/research Summarize the top 3 research papers about AI in healthcare that were published in the last week. Include links to the full papers.",
         schedule: "9AM every Friday",
         next: "Next run at 9AM on Friday",
         crontime: "0 9 * * 5",
         id: timestamp + 4,
-        scheduling_request: "",
+        query_to_run: "",
+    },
+    {
+        subject: "Daily Bedtime Story",
+        scheduling_request:
+            "Compose a bedtime story that a five-year-old might enjoy. It should not exceed five paragraphs. Appeal to the imagination, but weave in learnings.",
+        schedule: "9PM every night",
+        next: "Next run at 9PM today",
+        crontime: "0 21 * * *",
+        id: timestamp + 1,
+        query_to_run: "",
     },
 ];
 
 function createShareLink(automation: AutomationsData) {
     const encodedSubject = encodeURIComponent(automation.subject);
-    const encodedQuery = encodeURIComponent(automation.query_to_run);
+    const encodedQuery = encodeURIComponent(automation.scheduling_request);
     const encodedCrontime = encodeURIComponent(automation.crontime);
 
     const shareLink = `${window.location.origin}/automations?subject=${encodedSubject}&query=${encodedQuery}&crontime=${encodedCrontime}`;
@@ -269,6 +269,7 @@ interface AutomationsCardProps {
     isLoggedIn: boolean;
     setShowLoginPrompt: (showLoginPrompt: boolean) => void;
     authenticatedData: UserProfile | null;
+    setToastMessage: (toastMessage: string) => void;
 }
 
 function AutomationsCard(props: AutomationsCardProps) {
@@ -277,8 +278,6 @@ function AutomationsCard(props: AutomationsCardProps) {
         null,
     );
     const [isDeleted, setIsDeleted] = useState(false);
-    const [toastMessage, setToastMessage] = useState("");
-    const { toast } = useToast();
 
     const automation = props.automation;
 
@@ -306,18 +305,6 @@ function AutomationsCard(props: AutomationsCardProps) {
         }
     }, [updatedAutomationData, automation]);
 
-    useEffect(() => {
-        const toastTitle = `Automation: ${updatedAutomationData?.subject || automation.subject}`;
-        if (toastMessage) {
-            toast({
-                title: toastTitle,
-                description: toastMessage,
-                action: <ToastAction altText="Dismiss">Ok</ToastAction>,
-            });
-            setToastMessage("");
-        }
-    }, [toastMessage, updatedAutomationData, automation, toast]);
-
     if (isDeleted) {
         return null;
     }
@@ -346,6 +333,7 @@ function AutomationsCard(props: AutomationsCardProps) {
                                     isCreating={isEditing}
                                     automation={updatedAutomationData || automation}
                                     ipLocationData={props.locationData}
+                                    setToastMessage={props.setToastMessage}
                                 />
                             )}
                             <ShareLink
@@ -365,7 +353,10 @@ function AutomationsCard(props: AutomationsCardProps) {
                                     variant={"outline"}
                                     className="justify-start"
                                     onClick={() => {
-                                        sendAPreview(automation.id.toString(), setToastMessage);
+                                        sendAPreview(
+                                            automation.id.toString(),
+                                            props.setToastMessage,
+                                        );
                                     }}
                                 >
                                     <Play className="h-4 w-4 mr-2" />
@@ -391,7 +382,7 @@ function AutomationsCard(props: AutomationsCardProps) {
                 </CardTitle>
             </CardHeader>
             <CardContent className="text-secondary-foreground break-all">
-                {updatedAutomationData?.query_to_run || automation.query_to_run}
+                {updatedAutomationData?.scheduling_request || automation.scheduling_request}
             </CardContent>
             <CardFooter className="flex flex-col items-start md:flex-row md:justify-between md:items-center gap-2">
                 <div className="flex gap-2">
@@ -420,6 +411,7 @@ function AutomationsCard(props: AutomationsCardProps) {
                         isCreating={isEditing}
                         automation={automation}
                         ipLocationData={props.locationData}
+                        setToastMessage={props.setToastMessage}
                     />
                 )}
             </CardFooter>
@@ -434,6 +426,7 @@ interface SharedAutomationCardProps {
     setShowLoginPrompt: (showLoginPrompt: boolean) => void;
     authenticatedData: UserProfile | null;
     isMobileWidth: boolean;
+    setToastMessage: (toastMessage: string) => void;
 }
 
 function SharedAutomationCard(props: SharedAutomationCardProps) {
@@ -451,8 +444,8 @@ function SharedAutomationCard(props: SharedAutomationCardProps) {
     const automation: AutomationsData = {
         id: 0,
         subject: decodeURIComponent(subject),
-        query_to_run: decodeURIComponent(query),
-        scheduling_request: "",
+        scheduling_request: decodeURIComponent(query),
+        query_to_run: "",
         schedule: cronToHumanReadableString(decodeURIComponent(crontime)),
         crontime: decodeURIComponent(crontime),
         next: "",
@@ -470,6 +463,7 @@ function SharedAutomationCard(props: SharedAutomationCardProps) {
             isCreating={isCreating}
             automation={automation}
             ipLocationData={props.locationData}
+            setToastMessage={props.setToastMessage}
         />
     ) : null;
 }
@@ -480,7 +474,7 @@ const EditAutomationSchema = z.object({
     dayOfWeek: z.optional(z.number()),
     dayOfMonth: z.optional(z.string()),
     timeRecurrence: z.string({ required_error: "Time Recurrence is required" }),
-    queryToRun: z.string({ required_error: "Query to Run is required" }),
+    schedulingRequest: z.string({ required_error: "Query to Run is required" }),
 });
 
 interface EditCardProps {
@@ -492,6 +486,7 @@ interface EditCardProps {
     isLoggedIn: boolean;
     setShowLoginPrompt: (showLoginPrompt: boolean) => void;
     authenticatedData: UserProfile | null;
+    setToastMessage: (toastMessage: string) => void;
 }
 
 function EditCard(props: EditCardProps) {
@@ -507,7 +502,7 @@ function EditCard(props: EditCardProps) {
                 ? getTimeRecurrenceFromCron(automation.crontime)
                 : "12:00 PM",
             dayOfMonth: automation?.crontime ? getDayOfMonthFromCron(automation.crontime) : "1",
-            queryToRun: automation?.query_to_run,
+            schedulingRequest: automation?.scheduling_request,
         },
     });
 
@@ -520,7 +515,7 @@ function EditCard(props: EditCardProps) {
         );
 
         let updateQueryUrl = `/api/automation?`;
-        updateQueryUrl += `q=${encodeURIComponent(values.queryToRun)}`;
+        updateQueryUrl += `q=${encodeURIComponent(values.schedulingRequest)}`;
         if (automation?.id && !props.createNew) {
             updateQueryUrl += `&automation_id=${encodeURIComponent(automation.id)}`;
         }
@@ -552,6 +547,15 @@ function EditCard(props: EditCardProps) {
                     crontime: data.crontime,
                     next: data.next,
                 });
+            })
+            .catch((error) => {
+                console.error("Error saving automation:", error);
+                // Reset saving state
+                props.setIsEditing(false);
+                // Show error message
+                props.setToastMessage(
+                    "Sorry, something went wrong. Try again or contact team@khoj.dev.",
+                );
             });
     };
 
@@ -829,7 +833,7 @@ function AutomationModificationForm(props: AutomationModificationFormProps) {
                 )}
                 <FormField
                     control={props.form.control}
-                    name="queryToRun"
+                    name="schedulingRequest"
                     render={({ field }) => (
                         <FormItem className="space-y-1">
                             <FormLabel>Instructions</FormLabel>
@@ -850,7 +854,7 @@ function AutomationModificationForm(props: AutomationModificationFormProps) {
                             </FormControl>
                             <FormMessage />
                             {errors.subject && (
-                                <FormMessage>{errors.queryToRun?.message}</FormMessage>
+                                <FormMessage>{errors.schedulingRequest?.message}</FormMessage>
                             )}
                         </FormItem>
                     )}
@@ -919,6 +923,7 @@ interface AutomationComponentWrapperProps {
     isCreating: boolean;
     ipLocationData: LocationData | null | undefined;
     automation?: AutomationsData;
+    setToastMessage: (toastMessage: string) => void;
 }
 
 function AutomationComponentWrapper(props: AutomationComponentWrapperProps) {
@@ -946,6 +951,7 @@ function AutomationComponentWrapper(props: AutomationComponentWrapperProps) {
                     setShowLoginPrompt={props.setShowLoginPrompt}
                     setUpdatedAutomationData={props.setNewAutomationData}
                     locationData={props.ipLocationData}
+                    setToastMessage={props.setToastMessage}
                 />
             </DrawerContent>
         </Drawer>
@@ -973,6 +979,7 @@ function AutomationComponentWrapper(props: AutomationComponentWrapperProps) {
                     setShowLoginPrompt={props.setShowLoginPrompt}
                     setUpdatedAutomationData={props.setNewAutomationData}
                     locationData={props.ipLocationData}
+                    setToastMessage={props.setToastMessage}
                 />
             </DialogContent>
         </Dialog>
@@ -1000,6 +1007,8 @@ export default function Automations() {
     const [showLoginPrompt, setShowLoginPrompt] = useState(false);
     const isMobileWidth = useIsMobileWidth();
     const { locationData, locationDataError, locationDataLoading } = useIPLocationData();
+    const [toastMessage, setToastMessage] = useState("");
+    const { toast } = useToast();
 
     useEffect(() => {
         if (newAutomationData) {
@@ -1026,6 +1035,19 @@ export default function Automations() {
         }
     }, [personalAutomations, allNewAutomations]);
 
+    useEffect(() => {
+        const toastTitle = `Automation`;
+        if (toastMessage) {
+            toast({
+                title: toastTitle,
+                description: toastMessage,
+                action: <ToastAction altText="Dismiss">Ok</ToastAction>,
+                variant: toastMessage.includes("Sorry") ? "destructive" : "default",
+            });
+            setToastMessage("");
+        }
+    }, [toastMessage]);
+
     if (error)
         return <InlineLoading message="Oops, something went wrong. Please refresh the page." />;
 
@@ -1100,6 +1122,7 @@ export default function Automations() {
                                         authenticatedData={authenticatedData}
                                         isCreating={isCreating}
                                         ipLocationData={locationData}
+                                        setToastMessage={setToastMessage}
                                     />
                                 ) : (
                                     <Button
@@ -1120,6 +1143,7 @@ export default function Automations() {
                                     isLoggedIn={authenticatedData ? true : false}
                                     setShowLoginPrompt={setShowLoginPrompt}
                                     setNewAutomationData={setNewAutomationData}
+                                    setToastMessage={setToastMessage}
                                 />
                             </Suspense>
                             {isLoading && <InlineLoading message="booting up your automations" />}
@@ -1135,6 +1159,7 @@ export default function Automations() {
                                             locationData={locationData}
                                             isLoggedIn={authenticatedData ? true : false}
                                             setShowLoginPrompt={setShowLoginPrompt}
+                                            setToastMessage={setToastMessage}
                                         />
                                     ))}
                                 {authenticatedData &&
@@ -1147,6 +1172,7 @@ export default function Automations() {
                                             locationData={locationData}
                                             isLoggedIn={authenticatedData ? true : false}
                                             setShowLoginPrompt={setShowLoginPrompt}
+                                            setToastMessage={setToastMessage}
                                         />
                                     ))}
                             </div>
@@ -1163,6 +1189,7 @@ export default function Automations() {
                                         isLoggedIn={authenticatedData ? true : false}
                                         setShowLoginPrompt={setShowLoginPrompt}
                                         suggestedCard={true}
+                                        setToastMessage={setToastMessage}
                                     />
                                 ))}
                             </div>

src/khoj/database/adapters/__init__.py

@@ -1741,7 +1741,7 @@ class AutomationAdapters:
         return {
             "id": automation.id,
             "subject": automation_metadata["subject"],
-            "query_to_run": re.sub(r"^/automated_task\s*", "", automation_metadata["query_to_run"]),
+            "query_to_run": automation_metadata["query_to_run"],
             "scheduling_request": automation_metadata["scheduling_request"],
             "schedule": schedule,
             "crontime": crontime,
@@ -1783,6 +1783,19 @@ class AutomationAdapters:
 
         return automation
 
+    @staticmethod
+    async def aget_automation(user: KhojUser, automation_id: str) -> Job:
+        # Perform validation checks
+        # Check if user is allowed to delete this automation id
+        if not automation_id.startswith(f"automation_{user.uuid}_"):
+            raise ValueError("Invalid automation id")
+        # Check if automation with this id exist
+        automation: Job = await sync_to_async(state.scheduler.get_job)(job_id=automation_id)
+        if not automation:
+            raise ValueError("Invalid automation id")
+
+        return automation
+
     @staticmethod
     def delete_automation(user: KhojUser, automation_id: str):
         # Get valid, user-owned automation

src/khoj/processor/conversation/prompts.py

@@ -935,7 +935,7 @@ AI: Here is one I found: "It's not denial. I'm just selective about the reality
 User: Hahah, nice! Show a new one every morning.
 Khoj: {{
     "crontime": "0 9 * * *",
-    "query": "/automated_task Share a funny Calvin and Hobbes or Bill Watterson quote from my notes",
+    "query": "Share a funny Calvin and Hobbes or Bill Watterson quote from my notes",
     "subject": "Your Calvin and Hobbes Quote for the Day"
 }}
 
@@ -955,7 +955,7 @@ AI: The latest released Khoj python package version is 1.5.0.
 User: Notify me when version 2.0.0 is released
 Khoj: {{
     "crontime": "0 10 * * *",
-    "query": "/automated_task What is the latest released version of the Khoj python package?",
+    "query": "/automated_task /research What is the latest released version of the Khoj python package?",
     "subject": "Khoj Python Package Version 2.0.0 Release"
 }}
 
@@ -1101,33 +1101,33 @@ to_notify_or_not = PromptTemplate.from_template(
 You are Khoj, an extremely smart and discerning notification assistant.
 - Decide whether the user should be notified of the AI's response using the Original User Query, Executed User Query and AI Response triplet.
 - Notify the user only if the AI's response satisfies the user specified requirements.
-- You should only respond with a "Yes" or "No". Do not say anything else.
+- You should return a response with your reason and "Yes" or "No" decision in JSON format. Do not say anything else.
 
 # Examples:
 Original User Query: Hahah, nice! Show a new one every morning at 9am. My Current Location: Shanghai, China
 Executed User Query: Could you share a funny Calvin and Hobbes quote from my notes?
 AI Reponse: Here is one I found: "It's not denial. I'm just selective about the reality I accept."
-Khoj: Yes
+Khoj: {{ "reason": "The AI has shared a funny Calvin and Hobbes quote." , "decision": "Yes" }}
 
 Original User Query: Every evening check if it's going to rain tomorrow. Notify me only if I'll need an umbrella. My Current Location: Nairobi, Kenya
 Executed User Query: Is it going to rain tomorrow in Nairobi, Kenya
 AI Response: Tomorrow's forecast is sunny with a high of 28°C and a low of 18°C
-Khoj: No
+Khoj: {{ "reason": "It is not expected to rain tomorrow.", "decision": "No" }}
 
-Original User Query: Tell me when version 2.0.0 is released. My Current Location: Mexico City, Mexico
-Executed User Query: Check if version 2.0.0 of the Khoj python package is released
-AI Response: The latest released Khoj python package version is 1.5.0.
-Khoj: No
-
-Original User Query: Paint me a sunset every evening. My Current Location: Shanghai, China
-Executed User Query: Paint me a sunset in Shanghai, China
+Original User Query: Paint a sunset for me every evening. My Current Location: Shanghai, China
+Executed User Query: Paint a sunset in Shanghai, China
 AI Response: https://khoj-generated-images.khoj.dev/user110/image78124.webp
-Khoj: Yes
+Khoj: {{ "reason": "The AI has created an image.", "decision": "Yes" }}
 
-Original User Query: Share a summary of the tasks I've completed at the end of the day. My Current Location: Oslo, Norway
-Executed User Query: Share a summary of the tasks I've completed today.
-AI Response: I'm sorry, I couldn't find any relevant notes to respond to your message.
-Khoj: No
+Original User Query: Notify me when Khoj version 2.0.0 is released
+Executed User Query: What is the latest released version of the Khoj python package
+AI Response: The latest released Khoj python package version is 1.5.0.
+Khoj: {{ "reason": "Version 2.0.0 of Khoj has not been released yet." , "decision": "No" }}
+
+Original User Query: Share a summary of the tasks I've completed at the end of the day.
+Executed User Query: Generate a summary of the tasks I've completed today.
+AI Response: You have completed the following tasks today: 1. Meeting with the team 2. Submit travel expense report
+Khoj: {{ "reason": "The AI has provided a summary of completed tasks.", "decision": "Yes" }}
 
 Original User Query: {original_query}
 Executed User Query: {executed_query}
@@ -1137,6 +1137,26 @@ Khoj:
 )
 
 
+automation_format_prompt = PromptTemplate.from_template(
+    """
+You are Khoj, a smart and creative researcher and writer with a knack for creating engaging content.
+- You *CAN REMEMBER ALL NOTES and PERSONAL INFORMATION FOREVER* that the user ever shares with you.
+- You *CAN* generate look-up real-time information from the internet, send notifications and answer questions based on the user's notes.
+
+Convert the AI response into a clear, structured markdown report with section headings to improve readability.
+Your response will be sent in the body of an email to the user.
+Do not add an email subject. Never add disclaimers in your final response.
+
+You are provided the following details for context.
+
+{username}
+Original User Query: {original_query}
+Executed Chat Request: {executed_query}
+AI Response: {response}
+Khoj:
+""".strip()
+)
+
 # System messages to user
 # --
 help_message = PromptTemplate.from_template(

src/khoj/routers/api.py

@@ -38,15 +38,15 @@ from khoj.processor.conversation.offline.chat_model import extract_questions_off
 from khoj.processor.conversation.offline.whisper import transcribe_audio_offline
 from khoj.processor.conversation.openai.gpt import extract_questions
 from khoj.processor.conversation.openai.whisper import transcribe_audio
-from khoj.processor.conversation.utils import defilter_query
+from khoj.processor.conversation.utils import clean_json, defilter_query
 from khoj.routers.helpers import (
     ApiUserRateLimiter,
     ChatEvent,
     CommonQueryParams,
     ConversationCommandRateLimiter,
-    acreate_title_from_query,
     get_user_config,
     schedule_automation,
+    schedule_query,
     update_telemetry_state,
 )
 from khoj.search_filter.date_filter import DateFilter
@@ -566,7 +566,7 @@ def delete_automation(request: Request, automation_id: str) -> Response:
 
 @api.post("/automation", response_class=Response)
 @requires(["authenticated"])
-async def post_automation(
+def post_automation(
     request: Request,
     q: str,
     crontime: str,
@@ -584,11 +584,15 @@ async def post_automation(
     if not cron_descriptor.get_description(crontime):
         return Response(content="Invalid crontime", status_code=400)
 
+    # Infer subject, query to run
+    _, query_to_run, generated_subject = schedule_query(q, conversation_history={}, user=user)
+    subject = subject or generated_subject
+
     # Normalize query parameters
     # Add /automated_task prefix to query if not present
-    q = q.strip()
-    if not q.startswith("/automated_task"):
-        query_to_run = f"/automated_task {q}"
+    query_to_run = query_to_run.strip()
+    if not query_to_run.startswith("/automated_task"):
+        query_to_run = f"/automated_task {query_to_run}"
 
     # Normalize crontime for AP Scheduler CronTrigger
     crontime = crontime.strip()
@@ -603,24 +607,19 @@ async def post_automation(
     minute_value = crontime.split(" ")[0]
     if not minute_value.isdigit():
         return Response(
-            content="Recurrence of every X minutes is unsupported. Please create a less frequent schedule.",
+            content="Minute level recurrence is unsupported. Please create a less frequent schedule.",
             status_code=400,
         )
 
-    if not subject:
-        subject = await acreate_title_from_query(q, user)
-
-    title = f"Automation: {subject}"
-
     # Create new Conversation Session associated with this new task
-    conversation = await ConversationAdapters.acreate_conversation_session(user, request.user.client_app, title=title)
-
-    calling_url = request.url.replace(query=f"{request.url.query}")
+    title = f"Automation: {subject}"
+    conversation = ConversationAdapters.create_conversation_session(user, request.user.client_app, title=title)
 
     # Schedule automation with query_to_run, timezone, subject directly provided by user
     try:
         # Use the query to run as the scheduling request if the scheduling request is unset
-        automation = await schedule_automation(
+        calling_url = request.url.replace(query=f"{request.url.query}")
+        automation = schedule_automation(
             query_to_run, subject, crontime, timezone, q, user, calling_url, str(conversation.id)
         )
     except Exception as e:
@@ -691,11 +690,15 @@ def edit_job(
         logger.error(f"Error editing automation {automation_id} for {user.email}: {e}", exc_info=True)
         return Response(content="Invalid automation", status_code=403)
 
+    # Infer subject, query to run
+    _, query_to_run, _ = schedule_query(q, conversation_history={}, user=user)
+    subject = subject
+
     # Normalize query parameters
     # Add /automated_task prefix to query if not present
-    q = q.strip()
-    if not q.startswith("/automated_task"):
-        query_to_run = f"/automated_task {q}"
+    query_to_run = query_to_run.strip()
+    if not query_to_run.startswith("/automated_task"):
+        query_to_run = f"/automated_task {query_to_run}"
     # Normalize crontime for AP Scheduler CronTrigger
     crontime = crontime.strip()
     if len(crontime.split(" ")) > 5:
@@ -713,7 +716,7 @@ def edit_job(
         )
 
     # Construct updated automation metadata
-    automation_metadata = json.loads(automation.name)
+    automation_metadata: dict[str, str] = json.loads(clean_json(automation.name))
     automation_metadata["scheduling_request"] = q
     automation_metadata["query_to_run"] = query_to_run
     automation_metadata["subject"] = subject.strip()

src/khoj/routers/helpers.py

@@ -551,9 +551,37 @@ async def generate_online_subqueries(
         return {q}
 
 
-async def schedule_query(
+def schedule_query(
     q: str, conversation_history: dict, user: KhojUser, query_images: List[str] = None, tracer: dict = {}
-) -> Tuple[str, ...]:
+) -> Tuple[str, str, str]:
+    """
+    Schedule the date, time to run the query. Assume the server timezone is UTC.
+    """
+    chat_history = construct_chat_history(conversation_history)
+
+    crontime_prompt = prompts.crontime_prompt.format(
+        query=q,
+        chat_history=chat_history,
+    )
+
+    raw_response = send_message_to_model_wrapper_sync(
+        crontime_prompt, query_images=query_images, response_type="json_object", user=user, tracer=tracer
+    )
+
+    # Validate that the response is a non-empty, JSON-serializable list
+    try:
+        raw_response = raw_response.strip()
+        response: Dict[str, str] = json.loads(clean_json(raw_response))
+        if not response or not isinstance(response, Dict) or len(response) != 3:
+            raise AssertionError(f"Invalid response for scheduling query : {response}")
+        return response.get("crontime"), response.get("query"), response.get("subject")
+    except Exception:
+        raise AssertionError(f"Invalid response for scheduling query: {raw_response}")
+
+
+async def aschedule_query(
+    q: str, conversation_history: dict, user: KhojUser, query_images: List[str] = None, tracer: dict = {}
+) -> Tuple[str, str, str]:
     """
     Schedule the date, time to run the query. Assume the server timezone is UTC.
     """
@@ -571,7 +599,7 @@ async def schedule_query(
     # Validate that the response is a non-empty, JSON-serializable list
     try:
         raw_response = raw_response.strip()
-        response: Dict[str, str] = json.loads(raw_response)
+        response: Dict[str, str] = json.loads(clean_json(raw_response))
         if not response or not isinstance(response, Dict) or len(response) != 3:
             raise AssertionError(f"Invalid response for scheduling query : {response}")
         return response.get("crontime"), response.get("query"), response.get("subject")
@@ -1065,6 +1093,7 @@ def send_message_to_model_wrapper_sync(
     system_message: str = "",
     response_type: str = "text",
     user: KhojUser = None,
+    query_images: List[str] = None,
     query_files: str = "",
     tracer: dict = {},
 ):
@@ -1090,6 +1119,7 @@ def send_message_to_model_wrapper_sync(
             max_prompt_size=max_tokens,
             vision_enabled=vision_available,
             model_type=chat_model.model_type,
+            query_images=query_images,
             query_files=query_files,
         )
 
@@ -1112,6 +1142,7 @@ def send_message_to_model_wrapper_sync(
             max_prompt_size=max_tokens,
             vision_enabled=vision_available,
             model_type=chat_model.model_type,
+            query_images=query_images,
             query_files=query_files,
         )
 
@@ -1134,6 +1165,7 @@ def send_message_to_model_wrapper_sync(
             max_prompt_size=max_tokens,
             vision_enabled=vision_available,
             model_type=chat_model.model_type,
+            query_images=query_images,
             query_files=query_files,
         )
 
@@ -1154,6 +1186,7 @@ def send_message_to_model_wrapper_sync(
             max_prompt_size=max_tokens,
             vision_enabled=vision_available,
             model_type=chat_model.model_type,
+            query_images=query_images,
             query_files=query_files,
         )
 
@@ -1634,6 +1667,25 @@ class CommonQueryParamsClass:
 CommonQueryParams = Annotated[CommonQueryParamsClass, Depends()]
 
 
+def format_automation_response(scheduling_request: str, executed_query: str, ai_response: str, user: KhojUser) -> bool:
+    """
+    Format the AI response to send in automation email to user.
+    """
+    name = get_user_name(user)
+    if name:
+        username = prompts.user_name.format(name=name)
+
+    automation_format_prompt = prompts.automation_format_prompt.format(
+        original_query=scheduling_request,
+        executed_query=executed_query,
+        response=ai_response,
+        username=username,
+    )
+
+    with timer("Chat actor: Format automation response", logger):
+        return send_message_to_model_wrapper_sync(automation_format_prompt, user=user)
+
+
 def should_notify(original_query: str, executed_query: str, ai_response: str, user: KhojUser) -> bool:
     """
     Decide whether to notify the user of the AI response.
@@ -1651,12 +1703,19 @@ def should_notify(original_query: str, executed_query: str, ai_response: str, us
     with timer("Chat actor: Decide to notify user of automation response", logger):
         try:
             # TODO Replace with async call so we don't have to maintain a sync version
-            response = send_message_to_model_wrapper_sync(to_notify_or_not, user)
-            should_notify_result = "no" not in response.lower()
-            logger.info(f'Decided to {"not " if not should_notify_result else ""}notify user of automation response.')
+            raw_response = send_message_to_model_wrapper_sync(to_notify_or_not, user=user, response_type="json_object")
+            response = json.loads(raw_response)
+            should_notify_result = response["decision"] == "Yes"
+            reason = response.get("reason", "unknown")
+            logger.info(
+                f'Decided to {"not " if not should_notify_result else ""}notify user of automation response because of reason: {reason}.'
+            )
             return should_notify_result
-        except:
-            logger.warning(f"Fallback to notify user of automation response as failed to infer should notify or not.")
+        except Exception as e:
+            logger.warning(
+                f"Fallback to notify user of automation response as failed to infer should notify or not. {e}",
+                exc_info=True,
+            )
             return True
 
 
@@ -1751,10 +1810,12 @@ def scheduled_chat(
     if should_notify(
         original_query=scheduling_request, executed_query=cleaned_query, ai_response=ai_response, user=user
     ):
+        formatted_response = format_automation_response(scheduling_request, cleaned_query, ai_response, user)
+
         if is_resend_enabled():
-            send_task_email(user.get_short_name(), user.email, cleaned_query, ai_response, subject, is_image)
+            send_task_email(user.get_short_name(), user.email, cleaned_query, formatted_response, subject, is_image)
         else:
-            return raw_response
+            return formatted_response
 
 
 async def create_automation(
@@ -1766,12 +1827,66 @@ async def create_automation(
     conversation_id: str = None,
     tracer: dict = {},
 ):
-    crontime, query_to_run, subject = await schedule_query(q, meta_log, user, tracer=tracer)
-    job = await schedule_automation(query_to_run, subject, crontime, timezone, q, user, calling_url, conversation_id)
+    crontime, query_to_run, subject = await aschedule_query(q, meta_log, user, tracer=tracer)
+    job = await aschedule_automation(query_to_run, subject, crontime, timezone, q, user, calling_url, conversation_id)
     return job, crontime, query_to_run, subject
 
 
-async def schedule_automation(
+def schedule_automation(
+    query_to_run: str,
+    subject: str,
+    crontime: str,
+    timezone: str,
+    scheduling_request: str,
+    user: KhojUser,
+    calling_url: URL,
+    conversation_id: str,
+):
+    # Disable minute level automation recurrence
+    minute_value = crontime.split(" ")[0]
+    if not minute_value.isdigit():
+        # Run automation at some random minute (to distribute request load) instead of running every X minutes
+        crontime = " ".join([str(math.floor(random() * 60))] + crontime.split(" ")[1:])
+
+    user_timezone = pytz.timezone(timezone)
+    trigger = CronTrigger.from_crontab(crontime, user_timezone)
+    trigger.jitter = 60
+    # Generate id and metadata used by task scheduler and process locks for the task runs
+    job_metadata = json.dumps(
+        {
+            "query_to_run": query_to_run,
+            "scheduling_request": scheduling_request,
+            "subject": subject,
+            "crontime": crontime,
+            "conversation_id": str(conversation_id),
+        }
+    )
+    query_id = hashlib.md5(f"{query_to_run}_{crontime}".encode("utf-8")).hexdigest()
+    job_id = f"automation_{user.uuid}_{query_id}"
+    job = state.scheduler.add_job(
+        run_with_process_lock,
+        trigger=trigger,
+        args=(
+            scheduled_chat,
+            f"{ProcessLock.Operation.SCHEDULED_JOB}_{user.uuid}_{query_id}",
+        ),
+        kwargs={
+            "query_to_run": query_to_run,
+            "scheduling_request": scheduling_request,
+            "subject": subject,
+            "user": user,
+            "calling_url": calling_url,
+            "job_id": job_id,
+            "conversation_id": conversation_id,
+        },
+        id=job_id,
+        name=job_metadata,
+        max_instances=2,  # Allow second instance to kill any previous instance with stale lock
+    )
+    return job
+
+
+async def aschedule_automation(
     query_to_run: str,
     subject: str,
     crontime: str,

tests/test_online_chat_actors.py

@@ -636,11 +636,11 @@ async def test_infer_webpage_urls_actor_extracts_correct_links(chat_client, defa
         ),
     ],
 )
-async def test_infer_task_scheduling_request(
+def test_infer_task_scheduling_request(
     chat_client, user_query, expected_crontime, expected_qs, unexpected_qs, default_user2
 ):
     # Act
-    crontime, inferred_query, _ = await schedule_query(user_query, {}, default_user2)
+    crontime, inferred_query, _ = schedule_query(user_query, {}, default_user2)
     inferred_query = inferred_query.lower()
 
     # Assert