Skip to main content

​
Overview

Use this guide to get your first autonomous workflow running quickly. You only need to do three things:
  1. Connect your apps
  2. Create an agent
  3. Review results in All Tasks

​
Before You Start

Confirm the basics below so your first autonomous run can start without setup blockers.
  • You can access a workspace.
  • You have at least one app to connect (for example, Google Analytics, WordPress, or social platforms).
  • You know the first task you want agents to run autonomously.

​
Step 1: Connect Apps

Open Settings in your workspace, then go to Integrations. From there:
  1. Click Connect from Integrations.
Click Connect in workspace integrations
  1. Choose an app account and add it to the agent that needs it.
Assign connected app account to an agent
  1. Save your changes.
Save integration assignment changes

​
Step 2: Create Your First Agent

Go to Agents, then click Add Agent. Recommended first run:
  1. Choose Create from a template.
Choose Create from a template
  1. Pick a template close to your use case.
Select a trigger template
  1. Set schedule and instruction prompt.
Set trigger schedule and instructions
  1. Select integrations/apps, then activate the trigger if needed.
Activate agent execution

​
Step 3: Review Results in All Tasks

When an agent run is complete, the result appears in the related agent session.
Open All Tasks and check the completed agent session. Use this review loop:
  1. Open the completed agent session from All Tasks.
  2. Open Execution Results, then select the execution you want to review.
  3. Check output details and source context.
  4. Add refinement instructions in the same chat and review the response.

​
Need the Interactive Walkthrough?

Use the Learning Center demos for full click-by-click guidance:

​
Start the first task from a recommendation

After connecting apps, you can start from an Advisor Agent recommendation instead of creating a normal agent immediately. Open Advisor Agent recommendations on the home screen, or open Agents > Advisor Agent > Recommendations, choose a recommendation, and click Run. A dedicated task chat opens with the execution prompt already placed in the input box. See Advisor Agent Basics for details.