Automation

Workforce

Workforce manages configured AI agents, their run-as identity, scheduled tasks, continuous duties, Gmail event triggers, memory, and provider-specific instructions.

Workforce screenshot
The workforce list with configured agents and scheduling controls.
Required tier: Capacity-based

Guides

How to create an agent

  1. 1Open Workforce and click + Create Agent.
  2. 2Name the agent after the job it owns, not a generic persona.
  3. 3Choose the member it runs as, then add its purpose, timezone, and provider-specific instructions before clicking Create Agent.
Agent detail screenshot
The agent detail page with purpose, tools, and status toggle.

How to deactivate an agent

  1. 1Open the agent detail page.
  2. 2Turn off the Active toggle.
  3. 3Confirm scheduled work no longer runs while the agent is inactive.
Agent detail screenshot
The agent detail page with purpose, tools, and status toggle.

How to delete an agent

  1. 1Open the agent detail page and review its schedules and recent runs.
  2. 2Remove or reassign any scheduled work first.
  3. 3Click Delete only when the agent and its scheduled tasks are no longer needed for active operations.
Agent detail screenshot
The agent detail page with purpose, tools, and status toggle.

How to assign a scheduled task

  1. 1Open the agent and click View Schedule.
  2. 2On Weekly Schedule, click Add Task or an empty calendar cell, then choose the active playbook the agent should run.
  3. 3Set the schedule window, save it, and confirm the scheduled task appears on the grid.
Agent schedule screenshot
The weekly schedule grid with scheduled tasks in time blocks.

How to add continuous or Gmail-triggered work

  1. 1Open the agent and choose Continuous Duties or Event Triggers.
  2. 2Click Add Task, then choose Continuous for a minute-based interval or Gmail for Gmail label polling when your plan supports it.
  3. 3Choose an active playbook, save the task, and check the next expected run time.
Agent schedule screenshot
The weekly schedule grid with scheduled tasks in time blocks.

How to customize an agent with memory

  1. 1Use the agent purpose and provider-specific instructions for stable guidance that shapes the agent without overriding safety or tool policy.
  2. 2Open the Memory tab and click Add Memory to add a title and content this agent can search before interactions.
  3. 3Review and delete stale memory entries periodically so outdated guidance does not accumulate.
Agent memory screenshot
The memory and instructions panel with stable instructions, knowledge, and corrections.

How to review agent logs

  1. 1Open the agent detail page or Action Logs.
  2. 2Filter for the agent or its scheduled runs.
  3. 3Inspect tool calls, failures, approvals, and outputs before changing instructions.

Workforce controls are limited to roles that can manage automation.