01
Map the known steps
List the inputs and outputs for each action. Use app actions for fixed steps and agent instructions for steps that need judgment.
02
Decide where review belongs
Identify actions that affect shared data or other people. Keep the relevant approval and access requirements visible before activation.
03
Test one complete run
Use representative input and inspect the actual result. A failed run may have completed earlier actions, so review the run before retrying.
04
Set the schedule
Review the saved definition and connected accounts. Configure available triggers, timing, and timezone, then monitor early runs.