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A task is one run of an agent. For example, if an invoice agent reviews five invoices, that is five tasks.
Task feed showing the agent's steps and final result for an invoice

A task feed: your request at the top, each step the agent ran (Extract invoice fields, Check the vendor), and the final result.

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Start a task

You can start a task in a few ways:
  • Start it manually from the agent.
  • Upload a file and ask the agent to process it.
  • Let a trigger start it, such as a new email or a schedule.
  • Start it from an app or API if your team has set that up.

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Follow the task feed

The task feed shows the agent’s work step by step. You may see:
  • Files the agent read.
  • Data the agent extracted.
  • Lookups it performed.
  • Questions it asked.
  • Files or messages it created.
  • Final results.

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When the agent asks a question

Sometimes the agent needs help. It may ask because a field is missing, a result is unclear, or your rules require human input.
A paused task showing the agent's question and a Waiting for user input prompt

When the agent needs input, the task pauses with a 'Waiting for user input' prompt. Reply in the box to continue.

When this happens:
  1. Read the question.
  2. Check the document or context if needed.
  3. Reply with the missing information.
  4. The agent continues the task.

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When a task needs review

Some tasks pause for approval. This is useful for payments, customer messages, system updates, or anything your team wants a person to check first.
A task awaiting review showing a payment approval prompt with Approve, Request changes, and Reject actions

A task awaiting review: the agent explains the decision and pauses with Approve, Request changes, and Reject actions.

Review the result, then approve or reject it based on your team’s process.

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Common task states

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Improve the next run

After a task finishes, look for repeated corrections. If you keep fixing the same thing, add a rule so the agent can handle it next time. Learn more in Rules.