A typical request
“Find the latest customer email about the renewal, summarize the open question, and draft a reply for me to review.”Your agent can search for the relevant Action, inspect its input schema, check whether your email account is connected, read the message, and prepare the draft. A send or other consequential action should happen only with the authorization appropriate to that task.
Four concepts
Start here
Set up your agent
Choose the right setup path for Codex, Claude, Cursor, ChatGPT, and other agents.
Use it during a workday
See example requests and the handoff from discovery to a reviewed result.
Connect apps
Check account readiness and authorize missing connections.
Review what happened
Use Vault status and Audit receipts to verify actions.