Hire your first bot in five minutes
Pick a role, write a few lines of instructions and give your first bot a real task, from start to finish.
Plany guides
5 min read
The quickest way to see what a bot can do is to give it something real. This guide takes you from an empty workspace to a finished task.
- 1Pick a roleStart from Sales, Inbox, Research or another role, or describe your own.
- 2Write its instructionsA few lines are enough: who it works for, what good work looks like, and what it should never do.
- 3Give it a taskMessage it like a colleague: "Find everyone from the Q3 webinar who hasn't heard from us."
- 4Answer its questionsIt checks with you when it needs a decision, and always before anything leaves the workspace.
Keep reading
4 min read
Connect Gmail, Slack and Notion to a bot
Bots sign in to your apps once, the way you do. Here's how to give a bot access, and how to take it back.
6 min read
Turn a workflow you show once into a routine
Do a task once while a bot watches. It saves the steps and runs them on a schedule from then on.
4 min read
Set approval rules for emails and payments
Decide what needs your yes and what bots can do on their own, per bot and per kind of action.