Choose the starting point
Choose an Automation when you need explicit steps, approvals, and budgets around repeatable work. Automations are separate assets from sessions and AOPs. An Automation can include an AOP run as one step.
Build a procedure
- Describe the source material, steps, and expected output.
- Configure the agent and its tools. Add input parameters for values that change.
- Run a test and review the output and external actions.
- Add a trigger when the procedure is ready to run unattended. Check account access, timing, and notification settings.
- Review run results. Check completed actions before retrying a failed run; a retry starts a new execution.

