The outcome

Create an agentic scenario that can handle variable requests without receiving unnecessary authority or data.

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 task that genuinely needs judgment, define success and refusal cases, and keep deterministic work in standard scenarios.

  2. 02

    Create the agent with a focused role, ordered instructions, input and output examples, data boundaries, and rules for uncertainty and escalation.

  3. 03

    Add only approved knowledge files, remove secrets and stale material, and document the owner and refresh date for every source.

  4. 04

    Attach narrowly scoped module, scenario, or MCP tools with precise names, schemas, permissions, and confirmation requirements for consequential actions.

  5. 05

    Test routine, ambiguous, adversarial, and tool-failure cases in a non-production team, inspect reasoning and outputs, then version the accepted configuration.

Working standard

What good use looks like.

  • Use agents only when judgment is required.
  • Give each tool the minimum authority.
  • Test refusals and failures before activation.

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.