Lesson 15 · Work with BoB
Your morning brief and Loops
Read your brief and give BoB recurring work.
You’ll be able to
- Read reports and work in your brief
- Find Agent Loop templates
- Review proposed actions
Read the docs
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Transcript
You can now read your morning brief and give BoB recurring work.
Open Home to read your morning brief. Scroll down for reports and workflows needing attention beside your customer updates.
For recurring work, open Workflows, then New Workflow. An Agent Loop lets BoB check on a schedule using standing instructions.
Start from a template. Choose Agent Templates, then Product insights, and find Feature request tally.
Open an existing Loop. Talk to BoB on the left. Review Triggers and Agent Instructions on the right.
Open Approvals to review proposed actions before they go out to your team.
Next up, turn signals into a doc.
