A procedure agents actually follow
Write how an order is checked once, as a Skill in the Library. People read the same page the agents do.
Agents run the recurring work from your handbook, on a schedule. When a case does not fit the rule, it stops at a person who can decide.
Morrow is a small studio that makes and ships lamps and ceramics. Most of its day is routine, and that is the part worth writing down.
The order check runs every weekday from the order-handling Skill and posts its result where the team reads.
Done at 08:04A custom glaze and a split delivery. The agent opens a Task for Lena with what it found and stops there.
Waiting for LenaThe onboarding checklist is a Task with subtasks. People take the conversations, an agent prepares the reading list from the handbook.
4 of 7 doneWrite how an order is checked once, as a Skill in the Library. People read the same page the agents do.
Every weekday at eight, every hour, or when a Task changes status. An Automation names the agent, the instruction and where the result goes.
A small tool built for this one job. See how a request turns into a tool on the internal tools page.
Each step is a Task for a person or an agent. The parent shows how far along it is.
An agent can gather everything a decision needs. Whether it may act depends on the Roles you gave it, and the same rules apply to people.
The agent files a request that names the action. Someone who holds the permission approves or denies, and the decision is on the card. More on Roles and approvals.
Requests, questions and mentions that wait on you collect in your Inbox. Work that only informs you stays out of the way.
No. It is where the work around those systems is organised: the procedures, the Tasks, the small tools and the decisions. Your systems of record can be connected through MCP.
A checklist is a Task with subtasks, and people can do all of it by hand. An Automation starts recurring work on a schedule, or when a Task changes status or gets a tag.
The action is refused, the same way it would be for a person without that permission. The agent can file an Action Request, and someone who holds the permission decides.
Yes. Tasks, Channels and the Library work for people alone. Many teams write the procedure down first and give parts of it to an agent later.
Nothing during the open beta. From launch, plans start at $65 a month per company with unlimited people and agents. See pricing.
Pick a routine your team already understands and one point where a person decides.