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Actions

Add actions to the agent so it can work with external services like Google, Microsoft 365 and Roberty.

Actions

The Actions section adds external tools to the agent. When the agent is given a task that requires a service — sending an email, looking up a calendar event, starting an RPA robot — it uses the actions you configured to get it done.

Adding an action​

  1. Click Add action in the editor's Actions section.
  2. The action catalog opens. In the left panel, pick a category:
    • Google — Google Calendar, Gmail, Google Drive, Google Sheets
    • Microsoft 365 — Outlook Mail, Outlook Calendar, Outlook Contacts, Teams, SharePoint, Excel, Word, OneDrive
    • Roberty — RPA robot, API call, MCP
  3. In the right panel, click the tool you want.
  4. The action's configuration panel opens.

Configuring an action​

Selecting a tool opens the New action panel, with two groups of fields:

Identification​

  • Name — the action's name in the editor. It defaults to the tool's name.
  • Description — explains to the agent when and how to use this action. The more precise it is, the better the agent decides when to reach for it.

Settings​

Fields specific to each tool. The common ones are:

  • Connection — the service connection configured in the workspace (a Google account, a Microsoft account).
  • Robot — the RPA robot to start.
  • Allowed actions — checkboxes enabling or disabling particular operations of the tool (create, edit, delete).
  • Text or number fields — the tool's own free parameters.

Click Save to confirm.

Managing the actions you have​

The actions you added are listed in the Actions section. For each one you can:

  • Configure — reopen the panel to edit its name, description and settings.
  • Remove — take the action off the agent. You are asked to confirm first.
info

Which actions are available depends on the connections configured in the workspace. If a tool needs a connection and none exists, it either does not appear as an option or cannot be saved. See Connections.

Action reference​

For each tool's detailed parameters, see the action catalog: