Create an Automation
Create the workspace automation boundary, issue the automation secret, and store that secret safely because it is only shown once.
The browser automation settings page presents automation creation in a focused dialog.
- 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. Open `/workspace/settings/automation` and start the automation creation flow.
- 2. Enter the automation name and description, then set provider type, team scope, capabilities, and the optional secret label.
- 3. Create the automation and copy the issued automation secret immediately.
- 4. Store the secret in the automation host or secrets manager that will actually use it.
Keep this clear
- Treat the automation secret like a production credential. The page does not show the raw token again later.
Keep Going in Automation and Agents
Stay in the same interface and move to the next closest task in this topic when needed.
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.