What it does
An agent is a piece of recurring work written down once and handed to the Assistant to carry out. You describe the goal, the data to use, and the output you need, and from then on the Assistant runs it for you, either when you ask or on a schedule. Think of the month-end variance pack, the weekly cash summary, or the board metrics refresh. Instead of asking for the same thing in a new chat each time, you set it up as an agent and it runs the same way every time. Each run produces something you can keep. An agent always ends by creating or updating an artifact, so the result is a dashboard, report, presentation, or canvas you can open, share, and look back on.Creating an agent
1
Start a new agent
Open Agents from the sidebar and choose New agent. You get a conversation on the left and the agent’s instructions on the right.
2
Describe the work
Tell the assistant what the agent should do: the goal, the data it should use, any constraints, and the output you want. It asks questions where it needs to, and proposes a name and instructions for you to Accept or Reject. You can also write the instructions yourself.
3
Name it
Give the agent a clear Name, such as “Monthly variance pack”. Instructions support Markdown, up to 10,000 characters.
4
Publish it
Choose Publish. An agent only runs from its published instructions, so drafts never run, and you can keep editing without affecting what runs until you publish again.
The assistant helps you write the instructions, but it never publishes, schedules, or runs an agent on its own. Those are always your call.
Running an agent
Open an agent and choose Run now to run it straight away. While it runs, View run shows its progress step by step, including the data it queried, then a summary and the Outputs it produced. A run can take a few minutes for simple work and longer for heavy analysis, and only one run of an agent happens at a time. If a run cannot get something it needs to do the work properly, it stops and explains why rather than guessing.Scheduling an agent
Once an agent is published, you can have it run automatically. On the agent’s page, find Schedule and choose Edit schedule.- Manual only runs it only when you choose Run now. This is the default.
- Daily runs it every day at the time you choose.
- Weekly runs it on the day and time you choose.
- Monthly runs it on the day of the month and time you choose.
If you pick a day late in the month, such as the 31st, months without that day are skipped. Choose the 28th or earlier if you want the agent to run every month.
Checking past runs
Each agent’s page lists its runs, newest first, showing when each ran, whether it was scheduled or manual, how long it took, its status, and the artifacts it produced. Open a run to see exactly what it did.Knowing when a run finishes
When a run completes or fails, Pluvo lets you know, in your Inbox and by email. The notification takes you straight to the run, so you can open what it produced or see what went wrong. To stop the emails, turn off An agent you own completes or fails in your notification settings.Editing and archiving agents
Edit an agent’s instructions at any time, then Publish to make the changes live. Version history shows every published version, and Discard draft throws away unpublished edits. When you no longer need an agent, Archive it. Its history stays available under Archived on the Agents page, and you can restore it later. An archived agent does not run.Agents are private to the person who creates them. Other people in your organization do not see your agents, though you can share the artifacts they produce.