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Core

AI Agents & Automation

The part that makes WorkBOS different - AI agents that do the work and automations that never forget.

8 lessons1 h 14 min

Lessons

Lessons

  1. 1.

    Meet Chief: Your AI Chief of Staff

    What Chief is, how to ask it things, and what it can act on.

    9 min
  2. 2.

    Agents Overview: What Each Agent Does

    The agent roster, domains, and how agents differ from automations.

    10 min
  3. 3.

    Turning On and Configuring an Agent

    Enabling, scoping, guardrails, schedules and instructions.

    4 min
  4. 4.

    Agent Approvals: Keeping a Human in the Loop

    The approval queue, bulk review, and setting what needs approval.

    3 min
  5. 5.

    Activity and ROI: Proving the Agents Are Working

    The activity log, time saved, agent net, and reporting it.

    4 min
  6. 6.

    Automations: Triggers, Conditions and Actions

    Building an automation from scratch with a real example.

    11 min
  7. 7.

    Five Automations Every Agency Should Turn On Today

    Practical recipes you can copy.

    4 min
  8. 8.

    Agents or Automations: Which One to Reach For

    They do different jobs and nothing wires one to the other. When a rule is enough, when the job needs judgement, and why turning both on works even though there is no connector between them.

    3 min