Create an Automation
Create the workspace automation boundary, issue the automation secret, and store that secret safely because it is only shown once.
The CLI create command can also store the newly issued secret as the active token when that is convenient for the next step.
- Create the automation boundary correctly.
- Choose scopes and team limits deliberately.
- Capture the secret safely the first time.
Where this happens
Same Task, Other Interfaces
Use the version that matches where you are working now. The subject matter stays the same; the delivery changes by surface.
Do the work
- 1. Run the create command with `--name` first, then add `--provider-type`, repeated `--team-id`, repeated `--scope`, and `--credential-label` if needed.
- 2. Add `--use` if the current CLI profile should immediately switch to the new automation secret.
- 3. Review the JSON response and capture the automation id.
- 4. Continue with exchange or visible-agent creation only after the secret is stored safely.
Keep Going in Automation and Agents
Stay in the same interface and move to the next closest task in this topic when needed.
Exchange an Automation Secret
Exchange an automation secret for an access token.
List Automations
Review the current workspace automations before you create, update, or rotate one.
Update an Automation
Change automation metadata, team boundaries, scopes, or suspension state without recreating the automation.
Rotate an Automation Secret
Issue a new automation secret when the old one should no longer be trusted, then replace it everywhere the old secret was used.
List Visible Agents
Review the current visible agent bindings before creating a new agent or editing an existing one.
Create a Visible Agent
Create a named visible agent under an existing installation so activity, assignees, and attribution can point to a meaningful product actor.
Update a Visible Agent
Change a visible agent name, team scope, role, or suspension state without recreating the binding.
Nearby Guides
These guides stay close to the current workflow so you can keep moving without restarting discovery.
Exchange an Automation Secret
Exchange an automation secret for an access token.
Create a Visible Agent
Create a named visible agent under an existing installation so activity, assignees, and attribution can point to a meaningful product actor.