Start with One Useful Agent Task

A useful first task has a clear input and a result you can check. Reading one page, finding a message, or listing a few records makes it easier to see how your agent works with a connected application.

Choose a result you can verify

Pick an application you already use and one piece of information you recognize. For example, give your agent the URL of a Notion page shared with its integration and ask it to summarize that page. Compare the response with the original before asking for a larger task.

Be specific about the account, page, or date range. A small request helps you distinguish an authorization problem from a misunderstanding of the task.

Connect the account the task needs

Use the App catalog to find the service, then complete its connection requirements. The account and permissions you authorize determine what tools can access. A connected account does not necessarily grant access to every page or workspace in that service.

If you have not configured your agent yet, start with the installation guide. Existing users can keep their current connection and continue in their agent.

Ask for the task, then inspect the result

Describe the information you want and how you want it returned. For a first read, ask for the source link alongside the summary so you can compare the result with the original.

For a write operation, identify the destination and review what will change. Creating a draft, sending a message, and updating a record are different operations; choose the one your task actually needs.

If a request fails, check the selected account and permissions before repeating it. Keep credentials out of prompts and shared troubleshooting notes.

Save the method when it becomes repeatable

Once you know the steps and the checks that make a task work, capture them in a Skill. Include the required applications, the input the user must supply, the order of operations, and how to verify completion.

A good reusable Skill keeps the checks as well as the instructions. For inspiration, browse existing Skills or follow the setup guide for Codex or Claude Code.