Quickstart

Welcome to UpdateMate! This guide will help you get up and running in just a few minutes. By the end of this quickstart, you'll have created your first AI agent and automated your first task.

The UpdateMate Way

You don't write code—you chat with UpdateMate. Describe what you want in plain English, and UpdateMate generates the Python code for you. This is your "aha moment"—automation made simple.

Create Your First Agent

An agent is an AI-powered assistant that handles specific tasks. To create your first agent, click "New Agent" and describe what you need. For example: "Weekly sales report generator" or "Customer feedback analyzer". UpdateMate automatically generates an appropriate name and sets up your agent.

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

Create Your First Action

When you create an agent, you'll be taken to create its first action using the chat interface. Describe what you want the action to do in plain English, such as "Generate a weekly sales report from HubSpot" or "Monitor Intercom conversations for negative sentiment". UpdateMate generates Python code based on your description.

Use the chat to refine the action—ask questions, request changes, or add features. Keep chatting until it does exactly what you need.

Activate and Run Your Action

Once your action is configured, activate it by changing it from paused to active. Click "Run Now" to test it manually. You'll be taken to a log page where you can watch what's happening in real-time. Check the documents your action creates to see the output.

Actions start paused by default. Activate them when you're ready for automatic runs.

Set Up Scheduling

If you want your action to run automatically, edit the action and configure when you want it to run: daily, weekly, hourly, or via webhook. Make sure the action is set to active state.

Monitor and Iterate

After your first run, review the logs to see what happened. Examine the documents your action generated. Go back to the action's chat interface to make improvements—ask for more detail, add charts, or improve error handling.

The beauty of UpdateMate is that you can iterate through conversation. Keep chatting until your automation is perfect.

Common First Tasks

Here are popular first tasks to get you started:

Weekly Sales Report: Agent prompt "Weekly sales report generator", action prompt "Generate weekly sales summary from HubSpot", schedule weekly (Monday 9 AM), needs HubSpot API key secret.

Customer Feedback Analysis: Agent prompt "Customer feedback analyzer", action prompt "Analyze Intercom conversations and summarize key themes", schedule daily at 8 AM, needs Intercom access token secret.

Marketing Metrics Monitor: Agent prompt "Marketing metrics monitor", action prompt "Track website traffic and conversion metrics from Google Analytics", schedule daily at 9 AM, needs Google Analytics credentials secret.

Troubleshooting

My action isn't running: Check that both the agent and action are set to active (not paused). Verify the schedule is configured correctly. Check logs for errors.

The code doesn't do what I want: Use the chat interface to describe what you want changed. Be specific—the more detail you provide, the better UpdateMate can help.

I need to connect to an API: Add your API keys in the Secrets section. When describing your action, mention which secrets to use. UpdateMate will automatically use them securely.

The action failed: Check the error message in the log. Verify your API keys are correct and up to date. Use chat to ask for fixes or better error handling.

Next Steps

Now that you've created your first agent, learn more about agents, actions, logs, documents, and secrets.

Congratulations! You've taken your first step toward automating your workflows with UpdateMate. Remember: when in doubt, just chat with UpdateMate!