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Build First Action

Use this quick path to create your first Action.

This guide is optimized for a first successful result, not for building a perfect Action Flow on day one.

1) Create the Action

  • Open Studio.
  • Create a new Action.
  • Give it a clear name and short description.

Naming tip:

  • Prefer outcome-oriented names, for example Extract Invoice Header instead of Test Action 1.

2) Add Initial Steps

  • Add a first step to process your input.
  • Add one follow-up step to produce a final result.
  • Keep the initial Action Flow small.

Good starting pattern:

  1. Input processing step (parse/read/normalize).
  2. Core reasoning step (LLM general or agent).
  3. Optional formatting/validation step.

3) Configure Inputs and Tools

  • Add required input types.
  • Attach only the tools needed for the first use case.

Avoid adding every possible tool early. Fewer dependencies make debugging easier.

4) Run a Test Run

  • Run the Action manually.
  • Verify output and inspect run logs.

When reviewing the run, focus on:

  • whether output format matches your target,
  • where uncertainty or errors appear,
  • and whether each step has a clear, useful output.

5) Iterate

  • Adjust prompts and settings.
  • Re-run with varied inputs.
  • Add branching and validation only when needed.

First-Week Checklist

  • Action has a clear purpose and owner.
  • Step names are understandable without extra context.
  • Sample runs include both successful and edge-case inputs.
  • Known limitations are documented in the Action description.

A small, dependable Action is a better starting point than a large, fragile one.