How it works, in one page

From a sentence to a job that runs every day, with the six steps every process goes through.

Every process on the platform goes through the same six steps. They are the same for an invoice, a report and a form.

1. You say what should happen

In your own words, in the chat or on a call. What arrives, where it should end up, and what should stop the job. See Talking to an agent.

2. The connections get sorted

What has to be reachable and how. A key, a sign-in, a shared folder, a mailbox. You hold the keys; the agent calls a connection by name and never receives the value. See Connections and keys.

3. You approve the plan

The agent writes the job as a plan in plain language: the steps, the fields it will write, the decisions it may make alone, and what will never happen. Nothing is built before you approve it. See Jobs and plans.

4. It is measured on your own cases

Before the job can write anything into your systems, it is scored against answers you confirmed on a batch of your real files. Below the agreed number the switch stays off. See Measured before it goes live.

5. It runs

On a schedule, on a webhook, or when a form is sent. Most runs are a script and cost nothing. The agent steps in for the judgement call and when something outside your control changes. See Script first, agent when needed.

6. You see every run

What started it, what each step did, what it cost, and why it stopped if it stopped. Questions reach you as one notification. See Timeline and runs and the ROI report.