Configure Additional Settings

The additional settings step lets you define how your agent interacts with output destinations and other agents. You can configure where the agent sends its results and how to notify other agents in the system for further processing. This step ensures the seamless data flow between different components in your workflow. Follow the steps below to configure output sources, set up notifications, and enable agent collaboration.

Step 1: Configure Output Sources

1. Click the ‘+’ Button to add output sources where the agent will send its processed results.

2. Use the search bar to locate specific output sources required for the agent’s operation.

1. You can add multiple output sources as required for your workflow.

2. For each output source, if a connection already exists, select it. If not, create a new connection by clicking ‘+ New Connection.’

Below is a guide on how to connect all the output sources.

• Google Docs:

  • Click Google Docs and select the connection you want to use. If a connection doesn’t exist, create one.

  • Enter the Document ID—the unique ID of the Google Document where text should be appended. This ID can be found in the document’s URL, between "/d/" and "/edit."

• Google Sheets

  • Select Google Sheets to connect it. You can choose from existing connections or create a new one by clicking on + New Connection.

  • Provide a name for the Google Sheets connection.

  • Enter the unique ID of the Google Spreadsheet. You can find this ID in the URL of the sheet, located after /d/ and before /edit.

  • Toggle the switch under Include Team Drive Sheets to determine if sheets from Team Drives should be included in the results.

  • Specify the name of the sheet you want to connect.

  • Toggle the switch below “As String” if you want inserted values (such as dates and formulas) to be entered as strings, which will have no effect on their format.

  • Toggle the switch below “Does the first row contain headers?” to indicate if the first row of the sheet contains headers.

• Gmail:

  • Click Gmail and select the connection you want to use. If none exists, create one by following the on-screen prompts.

  • Enter the receiver email, CC, and BCC emails (multiple addresses can be added).

  • Specify the Subject, and choose the Body Type (Plain Text or HTML).

  • For Reply-to settings, enter the email addresses you want in the “Reply to” header and specify the Sender Name.

  • Optionally, you can change the name of the attachment if required.

• Notion

  • Click on Notion to initiate the connection.

  • Select an existing connection or create a new one by clicking on +New Connection.

  • Provide the title of the page.

  • Enter the Page ID for the desired Notion page.

  • To find the Page ID:

    • Open the Notion workspace and navigate to the page you want to use.

    • Look at the URL in your browser. The URL will resemble the following format: https://www.notion.so/yourworkspace/Page-Name-xxxxxxxxxxxxxxx.

    • Identify the Page ID, which is the long alphanumeric string at the end of the URL (following the page name).

    • Copy the alphanumeric string (e.g., "xxxxxxxxxxxxxxx").

• SendGrid

  • Click on SendGrid to initiate the connection.

  • Select an existing connection or create a new one by clicking on +New Connection.

  • Provide a name for your connection and enter the API key.

  • To Generate an API Key in SendGrid:

    • Log in to your SendGrid account.

    • Go to the Settings section in the left-hand menu.

    • Click on API Keys.

    • Click Create API Key.

    • Provide a name for the API key.

    • Select the required permissions (Full Access, Restricted Access, or Billing Access).

    • Click Create & View to generate the API key.

    • Copy the API key and store it securely (it will be shown only once).

  • Specify the recipient's email ID (To) and the sender's email address (From). Ensure the sender's email is verified in your SendGrid account.

  • Provide the Reply-To email address (defaults to the sender if not specified).

  • Enter the Subject of the email.

  • Choose the Content Type as either Plain Text or HTML.

• Webhook(Send processed data from ZBrain)

  • Choose the HTTP method suitable for your API request. Options include:

    • GET

    • POST

    • PATCH

    • PUT

    • DELETE

    • HEAD

  • Specify the API endpoint where the processed data will be sent.

  • Configure headers and query parameters

    • Use the + button to add multiple headers or query parameters.

    • For each entry:

      • Key: Input the name of the header or query parameter.

      • Value: Input the corresponding value.

  • Toggle the No Error On Failure option to prevent errors if the webhook fails to send data successfully.

These instructions demonstrate how to configure output sources for your agents. Follow the on-screen instructions to connect and configure any additional sources.

Step 2: Notifications and Agent Collaboration

• If another agent needs to use the output from your agent, click ‘Add’ to notify the other agent.

• Note: Only one agent can be linked at this stage.

• Additional configurations may be required based on the flow you create. Once you have configured the output sources and notifications, click ‘Deploy Agent’ to complete the process.

• After deployment, you will be directed to the agent dashboard, where you will be able to upload, search, and view queued or processed documents, access detailed processing reports, and track activity. You can then visit the performance page to monitor the agent’s overall performance and head to the use page to explore seamless API integration options.

By configuring output sources and notifications, you ensure that the processed data is sent to the right destinations and that other agents are notified for further action, creating a smooth and integrated workflow.