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Setting Up an Agent

What you'll do

Build an AI agent as a process — a visual diagram that listens on a trigger, calls AI tools, and takes action.

Before you start

You need access to the Tenet admin Space. Only platform operators can create processes. Have a clear idea of what the agent should do and what triggers it.

Steps

Step 1: Create the process

  1. In the Tenet admin Space, click Processes in the sidebar.
  2. The Processes page opens with its own sidebar listing each process type. Click Pipeline.
  3. Click New pipeline at the top right. Hub creates an empty process named Untitled pipeline and opens the editor.
  4. Click the title in the top-left card to rename it and add a description that explains what it does.

Step 2: Add a trigger

  1. Click Add node, then choose a Trigger from the palette.
  2. Select the new trigger node and pick a Trigger type in the inspector on the right:
    • Event — choose the Hub event that should fire it (company created, task closed, etc.)
    • Cron — enter a cron expression and timezone, e.g. 0 9 * * MON and Europe/London
    • Webhook — save once to generate the URL and one-time API key (copy the key — Hub only shows it once)
    • Action — pick the member action that should fire it
    • Payroll — fires on payroll dates

Step 3: Add the work

  1. Click Add node again to drop in AI tools — Create Task, Send Notification, Query Records, and so on. Each tool is one step.
  2. Drag from the right edge of the trigger to the left edge of the next node to connect them.
  3. For branching logic, add a Conditional, Switch, or Try / Catch node and connect each output (then/else, case/default, try/catch) to a different path.
  4. To loop over a list, use a Foreach node and connect its body output to the steps that should run for each item.

Step 4: Reference data between steps

Click any node to see Available variables in the inspector. Each chip shows a {{path}} you can paste into a tool's input field to reference output from an earlier step.

Step 5: Fix issues, then publish

  1. Click Issues in the top toolbar. The popover lists any problems with the graph.
  2. When the list is empty, click Save to keep your draft, then Publish to turn it on.
  3. Once published, the process runs every time its trigger fires.

What happens next

Each run shows up in the process's Runs panel with its status, message history, and token usage. Use Unpublish to take a process offline without deleting it.

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