Quickstart Guide

Get your first execution running in three steps: connect apps, create an agent, and review results.

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 Feed

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.

2. Choose an app account and add it to the agent that needs it.

3. Save your changes.

Step 2: Create Your First Agent

Go to Agents, then click Add Agent.

Recommended first run:

1. Choose Create from a template.

2. Pick a template close to your use case.

3. Set schedule and instruction prompt.

4. Select integrations/apps, then activate the trigger if needed.

Step 3: Review Results in Feed

Once your agent run 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.

2. Check output details and source context.

3. Add refinements in Feed Chat and review the chat output.

4. Update status when review is complete.

Need the Interactive Walkthrough?

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

• Connect Apps
• Add Trigger
• Review Agent Results

Related

• Navigate the Interface
• Create an Agent from a Template
• Check Agent Execution Results