Delegate a task to an agent

When you need it

You need to turn text into a diagram quickly, or split a selection into cards, without doing it by hand.

Before you start

• Agents are enabled in the organisation: an administrator does that.
• You have edit permission on the board.
• A provider key is configured: otherwise the task ends with the AI_NOT_CONFIGURED error.
• For the cards skill, select the objects first: without a selection the task creates no cards.
• One task handles up to 500 objects in batches of 50.

Steps

1. In the organisation open Agents and create an agent. Result: the agent is active.
2. On the board open AI agents and choose the agent.
3. Set a task: choose the Diagram from a description or Cards from a selection skill, describe the result and set a budget. Result: the task is in the queue.
4. Wait for the task to finish. Result: the status is "applied", and the objects are on the board.
5. If the task is large, open the change set: progress is visible, and it can be stopped and resumed.
6. For the Diagram skill, check the journal: a row with the task, tokens and cost. The Cards skill runs without a model and writes no journal row; its trace is the agent-write audit record.

Check

• The objects on the board match the description.
• For the Diagram skill the journal has a record of the task, and the chain can be verified.
• For the Cards skill the audit has an agent-write record.
• If the board has a webhook configured, an event about the created objects arrived.

Common mistakes

Where to go next

Agents: principal and budget — why a task works exactly this way.