brainis
Agents & Automations

Building your first agent

A walkthrough of the agent builder: brief, tools, schedule, autonomy, dry run, and go-live.

1 min read

Build a custom agent when no template covers your workflow. This walkthrough creates a real, useful first agent in about ten minutes.

Pick a worthy job

Good first agents share three traits: the job recurs, the input lives in Brainis, and a wrong draft is cheap. "Every Friday, summarize deals that moved stages this week and flag any that skipped validation" is ideal. "Manage our sales process" is not an agent; it is a wish.

The builder

Command Center, Agents, New:

1
Name and brief. Write instructions like you would brief a new hire: role, scope, what good output looks like, what to leave alone.
2
Tools. Grant only what the job needs - for the example above, read access to Revenue OS and the ability to draft a summary. No write tools yet.
3
Trigger. Fridays, 4pm.
4
Autonomy. Suggest-only to start; its output arrives as a proposal, not an action.

Dry run

Run it against real data without writing anything. Read the output critically: did it scope correctly, did it hallucinate structure you do not have, is the tone right? Edit the brief and re-run until two consecutive dry runs are good.

Go live, then earn autonomy

Enable the schedule. After a few weeks of accepting its proposals unchanged, consider delegating the narrow verb it uses - see Authority contracts for how to scope that safely.

Important: Each run costs about 5 credits. A weekly agent costs roughly 20 credits a month - budget accordingly on the Free plan's 50-credit allowance.

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