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Overview

Use this guide to get your first autonomous workflow running quickly. You only need to do three things:
  1. Connect your apps
  2. Add a trigger
  3. Review results in Feed

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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.

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Step 1: Connect Apps

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

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Step 2: Add Your First Trigger

Go to AI Team, then click + Add Trigger. Recommended first run:
  1. Open + Add Trigger and choose Create from a template.
Choose Create from a template when adding a trigger
  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 tools/apps, then activate the trigger.
Activate the trigger

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Step 3: Review Results in Feed

Once your triggered task is complete, the results will appear in your Feed automatically.
Go to Feed and open the completed execution card. Use this review loop:
  1. Open the completed task card from the Feed list.
Feed task list view with completed tasks
  1. Check output details and source context.
Feed task output detail view
  1. Add refinements in Follow-up Chat and review the chat output.
Review follow-up chat output and generated content
  1. Update status when review is complete.
Move completed task to Archive

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Need the Interactive Walkthrough?

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