Version 3.0
Create an App

Create an App

An App runs one ongoing process: AP exception triage, payment remittance, GL reconciliation, vendor onboarding. The Runbook holds the operating instructions in plain English; the agent works the routine and you handle exceptions.

Audience: builders

Where you start

Apps live at /apps in the platform. The Apps list page shows the workspace's installed Apps.

Click the App button

The button is the round + App button at the top of the Apps list. It opens the create dialog.

Fill in name and description

The name becomes the workspace label and the URL slug. Placeholder examples show what fits ("AP exception triage"). The description is optional and reads alongside the App card.

Pick the appearance

Apps default to a blue color token and a bot icon. Customize if you want the visual to communicate function.

Submit

The submit button reads "Create app". On success the dialog closes and you land on the new App's Home tab, the dashboard for the App.

What to do next. Open the Runbook tab and describe the workflow in plain English. The new App ships with a Runbook template that gives you the headings (Purpose, Triggers, Inputs, Procedure, Guardrails) to fill in.