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Agent guide: CLI and SDK instructions →

1. Have your context ready

Have the authorized transcript or notes, the correct CRM record IDs, and your allowed update policy.

2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:
Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

3. Review the result

The proposal follows what the participants actually said. A suggested action is not recorded as a buyer commitment without supporting evidence. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

Check your understanding

Does a meeting-ended event prove that the transcript can already be read?
No. Check the source’s readiness contract. Missing retrieval evidence must not become a fabricated summary.