The outcome

Learn the interaction loop using a small task with a clear outcome.

Make is a visual automation and AI-agent orchestration platform. Building visual automations and bounded AI agents that combine triggers, structured scenarios, knowledge, and tools across business applications. This guide narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.

Before you begin

Set the boundary before the tool starts.

Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.

Troiana principle

AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.

Step by step

A workflow you can repeat.

  1. 01

    Choose a low-risk process and decide whether it needs an agent, an AI module, or a deterministic scenario.

  2. 02

    Create a test scenario with one controlled trigger and a narrowly instructed agent.

  3. 03

    Attach a read-only or reversible tool with clear inputs and outputs, then test routine and ambiguous requests.

  4. 04

    Inspect the run history, output, tool choice, credit use, and failure path before enabling the scenario.

Working standard

What good use looks like.

  • State the outcome before the background.
  • Provide the real source material.
  • Review the result before expanding the task.

Make AI Agent (New) is documented as an open beta and agent outputs are unpredictable. Limit data and connection permissions, distinguish deterministic automation from agentic judgment, validate tool inputs and outputs, require approval for consequential actions, prevent loops and duplicate retries, and monitor retained scenario data and credit use.

Official references

Check the current product documentation.

Features, plan limits, availability, and data controls change. These official pages are the starting points used for this collection.