Quickstart

This walkthrough creates a recurring brief that searches for changes in a market, summarizes the useful findings, and posts the result to Slack.

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1. Create a workspace

Register, name the workspace, and confirm its timezone. Cron schedules use the workspace timezone shown in the app.

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2. Add a model credential

Open Settings → LLM credentials, choose a provider, and enter the requested credential fields. The exact models and fields come from the provider registry displayed in the app.

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3. Connect search and Slack

Open Integrations and add a search integration such as Brave Search, DuckDuckGo, or Tavily. Then add Slack and complete the authentication flow or fields shown for that integration. Connections are workspace resources. Attaching a connection to an agent controls which tools that agent can call.

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4. Create the agent

Open Agents → New agent. Give it a narrow role, select the model credential and model, and attach the search and Slack connections. Example instruction:

Find material product, pricing, positioning, and hiring changes from the last seven days. Cite the source URL for every finding. Ignore repeated or low-signal updates. Post a concise brief to Slack with “what changed”, “why it matters”, and “suggested follow-up”.

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5. Create and test the job

Create a job for the agent with the exact companies, topics, sources, Slack destination, and output format. Run it manually first. Check the run timeline and correct the prompt or tool permissions before scheduling it.

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6. Add the schedule

Edit the job and add a Cron trigger. Choose a weekly time in the workspace timezone. Triggers belong to jobs, not directly to agents. Your first activation milestone is two scheduled briefs that you would genuinely use. Review both runs before increasing frequency or adding more sources.