Define the working data
Start with the records needed by the workflow. Structured tables give that information a consistent shape that can be reviewed before use.
Load the right inputs
Work from uploaded files, prepared business tables and configured sources. Review extracted document fields before import. CSV and JSON loads validate the whole batch and add records without overwriting existing rows.
Share instructions
Share relevant facts, definitions and preferences. The agent can propose standing procedures for your review; a person approves that guidance before it becomes active. Permission to act is controlled separately by action policies.
Keep it current
Review the data and instructions when your process changes. The quality of the agent’s work depends on the information and boundaries it is given.