Last updated June 6, 2025

Getting Started

Think of an Agent as your digital colleague. You describe what needs doing, and it figures out the steps to complete the work across your apps. No more switching between tools or doing the same routine tasks over and over.

Start with your profile

First, add your name to your profile. This helps your Agents understand who they're working for when they send emails, create documents, or interact with your team.

  1. Click your profile picture in the top right corner

  2. Add your name and save the changes

This small step makes a big difference. When your Agent sends an email on your behalf, it knows to sign it with your name rather than "Assistant" or something generic.

Create your first Agent

Your first Agent should handle something you do regularly at work. Maybe you send similar emails each week, update spreadsheets with data, or post updates to your team. Pick one area to start.

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  1. Click "Create Agent" from your dashboard

  2. Give it a name that describes what it does (like "Email Helper" or "Data Manager")

  3. Write a brief description of the tasks it should handle

  4. Click "Create Agent"

Great! Your Agent exists, but it's like a new employee on their first day - eager to help but doesn't have access to any tools yet.

Connect your apps

Apps are how your Agent gets things done. Each app you connect gives it new abilities:

  • Gmail: Send emails, manage your inbox

  • Google Sheets: Create spreadsheets, analyze data

  • Slack: Post messages, share files with your team

  • Notion: Create pages, update databases

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Start with one app you use daily:

  1. Go to your Agent's page and click "Edit"

  2. In the Apps section, click "Add Apps"

  3. Pick an app and follow the connection steps

Don't worry about connecting everything at once. You can always add more apps later as your needs grow.

Give it your first task

Now for the fun part - putting your Agent to work. Start with something simple that uses the app you just connected.

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  1. Click on your Agent to open the task interface

  2. Type what you want it to do

  3. Press Enter and watch it work

Good first tasks to try:

  • "Send an email to [email protected] asking about the project status"

  • "Create a new spreadsheet for tracking this month's expenses"

  • "Post in the #general channel that today's meeting is moved to 3pm"

Watch how your Agent breaks down your request into steps and executes them. This is where it gets interesting - you'll see real work happening automatically.

Your Agent completes the work

When your Agent finishes the task, you'll see the actual results in your connected app. The email gets sent, the spreadsheet appears in your Google Drive, or the Slack message shows up in your channel.

You just saved time on a routine task and can focus on more important things.

Make your Agent work better

Once you're comfortable with basic tasks, you can customize how your Agent behaves. Think of it as training a new team member on your preferences.

  1. Go back to your Agent's edit page

  2. Find the "Custom Behavior" section

  3. Add instructions for how you want it to work

Useful behavior examples:

  • "Always respond in Swedish"

  • "Use a friendly but professional tone in all communications"

  • "When creating spreadsheets, always include column headers"

  • “Always follow our brand guidelines: (insert brand guidelines)

Connect more apps for complex tasks

The real power comes when you connect multiple apps to one Agent. Suddenly it can handle tasks that span across your entire workflow.

  1. Browse the apps page to see what's available

  2. Connect apps that work together in your daily routine

  3. Try tasks that use multiple apps at once

Multi-app task example: "Pull the latest sales data from our Google Sheet, create a summary, and email it to the team with the subject 'Weekly Sales Update'."

Your Agent figures out the steps: access the sheet, analyze the data, format a summary, compose an email, and send it. All automatically.

What's next

You now have an Agent that completes actual work across your apps. Each task you delegate frees up time for the work that requires your unique skills and judgment.

Start small with routine tasks, then gradually give your Agent more complex work as you get comfortable with how it operates. Before long, you'll wonder how you managed without it.