1. Navigate to the Automations tab (represented by the lighting zap icon)
2. Click "+ Create"
3. Click on any of the agent types in the legend to add them to your canvas
Agent Types
Trigger: Starts the automation by receiving a task and routing it to the appropriate agent or group of agents.
Orchestrate: Coordinates and manages other agents, sequences tasks, and processes data. Non-visual — cannot interact with a browser or desktop.
Branch: Evaluates a condition and routes the automation to the next step based on the result — either calling another agent or returning control to the previous one. Non-visual — cannot interact with a browser or desktop.
Browser: Performs actions within a browser, such as clicking, filling forms, or extracting page content.
Desktop: Performs actions within a desktop application or the operating system UI.
File: Reads and extracts information from a provided file (e.g., PDF, CSV, or text document).
API: Makes an external API call and returns the response for use by other agents.
Library: Inserts a pre-built agent or group of agents into your automation. Use it as-is or detach it to customize.
Tip: Think of your agents as a family tree: The parent is the top-most agent. Each agent connected below it is its' child, grandchild, great-grandchild, etc. When agents are connected, they are part of the same run, share a single session, and proceed in a linear fashion.
If your workflow contains multiple parts that can occur concurrently, you may add more than one parent agent. Any agent in one family tree can queue a parent agent in another family tree. Each tree has its own distinct session that operates independently.
4. Connect another agent by having an agent pre-selected, then clicking on an agent type in the legend
Important!
Connected agents will not be called on unless instructed to do so. Insert the callSpecializedAgent command when you'd like a child to start its task.
Learn more about commands and passing data to an agent.
5. Add a Library asset by having an agent pre-selected, then clicking on "Library" in the legend
6. Search the library for a relevant agent or group of agents then click to view the details
7. When you've found the asset you'd like to use, click "Import"
8. If you need to edit the asset, click "Detach" (once detached, it is no longer linked to the library)
9. To delete a connection, click on it then press [[Backspace]]
10. To delete an agent, click on it then press [[Backspace]]
11. Confirm by clicking "Delete"
12. To organize the agents on your canvas, click the paint brush icon
13. Give your automation a descriptive name (recommended format: [Workflow] [Site(s)/Environment(s) Used])
14. Save your work regularly by clicking "Save"
