The Task Library is PayHelm's automation layer — a collection of pre-built and custom tasks that run on a schedule so your team always has fresh data without manual effort.

In this video you will see how to browse the task library, which includes tasks for syncing platform data, regenerating reports, sending digest emails, and triggering exports. Each task shows its last run time, next scheduled run, and a quick status indicator so you can confirm everything is working at a glance.

You can clone any task, adjust its schedule (daily, weekly, or on a custom cron), and point it at a different segment or date window. Building a new recurring task takes about 30 seconds — pick the action, set the schedule, and save.

For teams managing multiple stores or high-volume periods like holidays, the Task Library removes the manual bottleneck from data workflows entirely.