ProductIntegrationsSolutionsTemplatesPricingBlogContactAbout
Sign in
Sign up

Assign steps to teams and AI agents

Decide who does each step of an SOP: a team, or an AI agent that carries the step out on its own.

Available onStarterProBusiness

Who can do this: Everyone in the organization

Each step of an SOP template can say who does it. Give a step to a team, and it lands with someone of that team in every run. Give it to an AI agent, and the agent does the step by itself when a run gets there, such as a QA agent that checks a deliverable for accessibility.

To change a template you need permission to edit it: owners and admins always have it, members when their team has full access to the folder (see Give teams access to a folder).

Give a step to a team

  1. Open the SOP template and choose the step in the list on the left.
  2. Under Assign to Team, choose the team.
    Giving the Document findings step to the Account Management team

The change is saved a moment later. When a run is created, the step is assigned to the first member of the team. Choose No team assigned to take the team off the step again.

Give a step to an AI agent

  1. Choose the step in the list on the left.
  2. Under AI Agent, choose the agent.
    The QA agent carries out the accessibility review

The step gets an AI label in the list. In a run, the agent reads the step's instructions and carries the step out on its own. Choose No agent assigned to give the step back to people.

Tip: Write clear instructions in the step for an agent: it follows them as written. See Create an SOP template.