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Agents are how Embra accomplishes repetitive work for you. You can set up agents with varying degrees of automation, allowing Embra as an AI to accomplish tasks with minimal intervention or requiring human approval along the way.

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Overview

There are 3 components that form a workflow:

• Timing: When should the work be started?
• Access: What application integrations or access to data or memory is required to accomplish the task?
• Instructions: How should the task be accomplished? What is the defined process and steps to accomplish it?
  • To what degree should a human teammate, or yourself, validate and review decisions that the AI makes? To what degree do you want the AI to generate ideas/possible decisions and then have you steer it?
  • To what degree should a human teammate, or yourself, approve output work as it is approved?

Timing

1. Automated Workflows

Automated workflows enable Embra to perform tasks automatically in response to a change in memory or time. These can be triggered in three ways:

Trigger Options:

• Recurring Schedule
  • Customizable intervals (hourly, daily, weekly)
  • Flexible timing options (e.g., every six hours, first Tuesday)
• Type Addition to Memory
  • Triggers when new items are added to your memory system (e.g. when a new competitor is labeled, when a person is created, etc)
• Transcript Completion
  • Activates when meeting transcripts are ready
  • Perfect for post-meeting analysis (e.g., meeting classification)

2. Manual Workflows

Manual workflows are user-initiated and offer additional customization through input variables. Setting an input variable to a type of memory (e.g. person, meeting, sales call) will show that workflow as recommended when viewing those types of memories.

Key Features:

• Input Variables
  • Text (such as customization
  • Memory types