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Run an automated project setup task

Use the agent task modal to provide inputs, run an automated setup task, review progress, and collect the final results.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task modal​

From your project setup view, select the relevant automated task to open the Agent Task Execution modal and see its description, estimated IU cost, and any scheduling options.

Open the agent task modal

Step 2: Review task details and requirements​

Check the task summary, any warnings or cost information, and read the task description so you understand what the agent will do and which inputs are required.

Review task details and requirements

Step 3: Fill in the initial input form​

Complete the dynamic form fields shown by the wizard, providing all required information such as URLs, text descriptions, and configuration details; conditional fields appear or hide automatically based on your previous answers.

Fill in the initial input form

Step 4: Move through wizard steps and review​

Use the Next and Back buttons to progress through the wizard steps, watching the progress indicator update, and confirm all inputs on the review step before you start the task.

Move through wizard steps and review

Step 5: Choose notification and scheduling options​

(If available) Opt in to completion notifications and, when scheduling is supported, use the Schedule Task wizard to set when and how often the task should run.

Choose notification and scheduling options

Step 6: Start the agent task​

Submit the form to launch the agent; the modal switches to a progress view showing animated step indicators, current status, and any friendly error messages if something goes wrong.

Start the agent task

Step 7: Respond to any follow-up questions​

When the agent pauses to request more information, enter the requested details into the input fields provided and continue so the task can proceed.

Respond to any follow-up questions

Step 8: Monitor progress and handle errors​

Watch the live progress updates as each step completes; if a step fails, review the error, adjust your inputs if needed, and re-run or refresh the task from the same modal.

Monitor progress and handle errors

Step 9: Review and download final results​

Once the task completes, read the formatted output, follow any external links, and use the download or copy options to capture the results for your project records.

Review and download final results

Last updated: 2026-07-21