Quickstart

This guide walks you through creating your first agent and action so you can automate your first task in minutes. You'll learn the basics of how the platform works and how to use chat to build automations.

Creating Your First Agent

Agents are AI-powered assistants that handle specific tasks for you. Each agent can contain multiple actions that perform related work.

  1. Click New Agent in the app.
  2. Describe what you need in a few sentences—for example: "Weekly sales report generator" or "Customer feedback analyzer".
  3. We automatically generate an appropriate name based on your description.
  4. You'll immediately create the first action using the chat interface.

New agents start in paused state. You'll activate them once everything is configured.

Creating Your First Action

Actions are scripts that your agents execute to automate tasks. When you create an agent, you'll use the chat interface to describe what you want the first action to do.

  1. Start with the smallest version you can describe in a few sentences. For example, instead of "Analyze all customer feedback and create a comprehensive report with sentiment analysis, categorization, and trend detection", start with "Create a document listing the last 10 customer feedback messages from Intercom".
  2. Describe what you want in plain English—for example: "Generate a weekly sales report from HubSpot" or "Monitor Intercom conversations for negative sentiment".
  3. We generate the code automatically based on your description.
  4. Keep chatting until the action does exactly what you need. Once your simple version works, you can add complexity step by step.

Adding Secrets

If your action needs to connect to external systems like HubSpot, Intercom, or Google Analytics, you'll need to add secrets (API keys or credentials) first.

  1. Go to the Secrets section in your workspace.
  2. Click New secret.
  3. Enter a clear name (for example, "HubSpot API key"), paste the secret value, and optionally add a description.
  4. Click Save to store the secret securely.

When describing your action in chat, mention which secrets to use by name. We'll wire them in securely so your action can access the external system.

Running Your Action Manually

Test your action before scheduling it to run automatically.

  1. Open the action page.
  2. Click the "Run" button in the action's menu to execute it immediately.
  3. You'll be taken to a log page where you can watch what's happening in real-time.

The log shows you step-by-step progress as your action executes. When it completes, check the documents it created to see the output.

Activating Your Action

Actions start in paused state by default. Both the agent and the action must be set to active for the action to run automatically.

To activate an action, open the action page and use the state dropdown in the sidebar. Select Active to enable it. You can also activate the entire agent from the agent page, which affects all actions within that agent.

Setting a Schedule

If you want your action to run automatically, configure when you want it to run.

You can choose from several schedule options: every minute, every hour, every day at a time you specify, every weekday, specific days of the week, or the first or last day of each month. For schedules that include a time, select the time of day when you want the action to run.

Make sure both the agent and action are set to active for scheduled runs to execute.

Monitoring Your Action

After your action runs, review the results to see what happened.

Check the logs to see step-by-step execution details and any errors. Review the documents your action created to see the output. You can access documents from the action page, from log pages, or from the document list where you can filter by agent or action.

Iterating Through Chat

Use the chat interface to refine your action until it does exactly what you need.

Open the action's edit page to see the chat interface. Ask questions like "What does this code do?" to understand how your action works, or request specific changes like "Add error handling" or "Make the report include charts". Run the action, review results, chat again to improve, and repeat until it's perfect.

Take one step at a time and make your actions more complex gradually. Each iteration builds on the previous one, making it easier to understand what changed and catch issues early.