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Overview

Use Create from scratch when you need precise control over execution conditions. It takes more setup than a template, but you can tailor the agent to your requirements.

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Steps

  1. In Agents, click Add Agent.
Click Add Agent
  1. Select Create from scratch.
Select Create from scratch
  1. Enter Execution timing, Workflow, and optional Destinations.
Enter execution timing and workflow
  1. If needed, attach images or Knowledge Bases to the workflow.
Attach images or Knowledge Bases to the workflow
  1. Set integrations and connected accounts.
Set integrations and accounts
  1. Save to create the agent, then enable it if needed.
Create the agent

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Configure destinations

Destinations are optional. Results are available in Feed by default, but you can add destinations when you also want notifications or shared storage. There are two main ways to add a destination.
  1. Add destination lets you choose connected apps or storage destinations such as Slack, LINE, Discord, Telegram, WhatsApp, Notion, and Google Drive.
Add a destination
  1. Add email lets you specify an email address so results can also be sent by email.
Add an email destination In either case, you can choose the output format from Link, Summary, or PDF.

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Operating tips

  • Give the agent a name that makes its purpose clear.
  • Include the output format, review criteria, and restrictions in the instructions.
  • Start at a low frequency and adjust after reviewing results.