Connecting an agent to a workflow

Check dependencies

Before the association, check that:

• Workflow connectors are active;
• the capabilities still contain their actions;
• the workflow has one trigger and at least one step;
• sensitive actions have the right level of authorisation.

Associate

1. Open the agent to change.
2. Access the selection of its workflows or skills.
3. Check the relevant workflow.
4. Record.
5. Make a request for the natural trigger.
6. Check the confirmations displayed and the result in each external service.

If the workflow is not offered or does not run, check its activation and the status of its dependencies. Consult Agents and workflows.