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

  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.

    10 min
  4. 4.

    Agent Approvals: Keeping a Human in the Loop

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

    9 min
  5. 5.

    Activity and ROI: Proving the Agents Are Working

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

    8 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.

    9 min
  8. 8.

    Agents and Automations Working Together

    Chaining an agent suggestion into an automated action.

    8 min
AI Agents & Automation: module check

30 questions. Pass at 80 percent to complete this module's check.