An action can read, propose information or affect an outside service. Before agreeing the workflow, inspect what each action actually does and which information and connections it uses.
Describe one trigger and one useful result
Say what should start the job and what result you expect. For a fictional example, a scheduled capture action might be followed by an action that prepares a draft. That sequence is possible only if the installed action list provides the required actions and compatible inputs.
Ask your connected agent, the AI tool you use with the Mind, to read the live action list before drafting. It should use the declared input fields and output bindings rather than inventing an action from a plausible name. If an action is missing, choose a supported installed app or use the agent-building route.
Agree the effects and access
Read the proposed trigger and every step in order. Check which records it may use and what each step may change or send. An automation uses the installed apps' bounded authority; it does not obtain all of the owner's access merely because the owner approves it.
Review the relevant connections and model settings, app budgets and any required external authority. A trial can still read information or incur cost. “Read-only” describes the specific action's effects, not every possible step in the sequence.
Propose, review and inspect
Ask the agent to compose the agreed automation. Keep the returned automation reference and inspect the proposed steps before an authorised person approves it. Use the available lifecycle controls for your Mind. Approval can enable an automation's trigger, so decide its schedule and effects before approving rather than treating approval as a harmless preview.
After the intended trigger, inspect the run and its output. A proposed draft can still be held for review under the Mind's saving rules. An installed app, an approved automation and a successful run are different observations.
From agreed steps to an observed result
An approval can make the trigger eligible to run.
Read the live installed action palette and agree a trigger and ordered steps. Compose a proposed automation. An authorised person reviews it before approval, because an approved automation is eligible for dispatch when its trigger is due. Inspect a normal run and its actual output. A draft output can still wait for ordinary review.
Pause or retire work that no longer fits
Pause the automation before investigating repeated failures or changing its intended effects. Check the last result and the failing step before retrying. Keep the original reference if a response is lost so you can inspect whether the action already happened.
Retire an obsolete automation through its supported controls. Retiring it ends future use; it does not reverse changes or external effects from earlier runs. For work that needs individual cases and human waits, follow Build your first loop.
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