Agent
Define instructions, tools and the required outcome.
Yasnora AI / Guide
PRACTICAL GUIDE
Separate the task from the trigger.
An agent performs a bounded task; automation determines when an eligible task runs. Design both around permissions and review.
WHAT TO CONSIDER
Focus on what matters
Automation
Choose a schedule, condition, manual action or verified event.
Approval
Keep consequential external actions behind their own authority.
STEP BY STEP
Put it into practice
Start with a small example. Clarify requirements and review the result before using it.
- 01
Describe the result
Name the output the process should produce.
- 02
Choose the trigger
Define when a run is appropriate.
- 03
Set boundaries
Limit context, tools and budget.
- 04
Test the lifecycle
Check activation, failure, stopping and repeated runs.
EXAMPLE WORKFLOW
An illustrative task
An illustrative example using fictional data. It demonstrates an approach, not a real customer result.
Generate a weekly draft from approved notes.
Possible result structure
Schedule triggers a bounded drafting task. A person reviews the output; sending it is a separate action.
QUESTIONS AND ANSWERS
Before you begin
How should I start?
Name the output the process should produce.
What should I check before using the result?
Check activation, failure, stopping and repeated runs.
What access and limits apply?
Not every agent supports every trigger. The current automation pilot does not enable arbitrary SQL, shell commands or unrestricted external writes.
EXPLORE FURTHER
Related capabilities and reading
START WITH ONE TASK
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