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Describe the work. Choose what the agent can do.

Create an agent for a project task. Choose its sources and review the changes it proposes.

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Start with a task.

Ask an agent to watch a supplier thread or check a delivery date. Vela shows the sources and actions for you to review.

  • Write the task in plain language
  • Choose a project
  • Set the sources it can read
  • Share it with your team

New agent

Draft

“Watch the supplier thread for GSU-01 and tell me when a date moves.”

Ana Duarte · Procurement Manager

Scroll sideways to inspect the diagram.

The agent checks the supplier email against the register and prepares an update for Ana to review.

Illustrative example with fictional project records.

Setup

Review the agent before saving.

Check the sources it reads, the fields it watches and what it should do when something changes.

  • Edit sources and triggers
  • Use the current project records
  • Keep citations with findings

Delivery watch, first pass

Read-only
Read the revisionMessage 4 of 6, 24 Jul 2026Gmail
Caught the register gapLong-lead tab, row 12 still says 26 Oct 2026Flagged
Traced the need-byRev 7 sets 6 Nov 2026. On site lands 17 days late.Raised

You check its work against the citations before you let it watch anything for real.

Access

Set the limits.

Choose a project, spreadsheet tab or thread. The agent shows its access so you can check what it can read.

  • Scope it to the task
  • Grant write access separately
  • Review access on the agent

What this agent may touch

Desert Ridge StorageScoped to this project onlyScope
Equipment registerLong-lead tab, row 12Read
Supplier threadGmail, the GSU-01 conversationRead
Anything elseNot in scopeDenied

Review

Approve the proposed change.

Review the exact fields and new values alongside their sources before an update goes ahead.

  • See the proposed values
  • Open supporting records
  • Assign the reviewer

Prepared update

Awaiting approval
On site26 Oct 2026 → 23 Nov 2026Would change
Float to need-by11 days → 17 days lateWould change
ApproverDana Whitfield · VP ProjectsNamed

Dana reviews the proposed edit before it goes ahead.

Sharing

Reuse work with your team.

Share an agent in the workspace or keep it private. Its access limits stay attached.

  • Share or keep private
  • Keep the original scope
  • See who built it

Agents in this workspace

3
Delivery watchBuilt by Ana DuarteShared
Revision sweepBuilt by Hollis TrentShared
Stage capture chaseBuilt by Ray CastellanoPrivate

One person builds it. The whole team can run it.

Example

An agent that watches delivery dates.

This fictional example shows the task, sources, fields and person who reviews its work.

1

The sentence

Watch the supplier thread for GSU-01 and tell me when a date moves.

Prompt
2

What it reads

The GSU-01 thread and the equipment register's Long-lead tab, row 12.

2 sources
3

What it watches

Ship date, arrival date and float to the 6 Nov 2026 need-by date.

3 fields
4

Where it stops

Dana Whitfield reviews the proposed edits before anything is written or sent.

Stops at approval

More about Vela

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Project connections

Read your project tools and check what changed.

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Project model

Keep project records with their sources and history.

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Project views

See the work and decisions relevant to your role.

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Meet the team and learn what we are building. No preparation needed.

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