Jeff Farris
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Articles
Recent activity by Jeff Farris-
Creating custom agents and using them in workflows
Beyond the catalog, CloudRadial AutomationAI lets you build your own agents and use them in workflows. This article covers creating a custom agent, generating one with AI, importing and exporting a...
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Browsing and installing agents from the catalog
An agent in CloudRadial AutomationAI is an AI worker you hand a goal; it reasons, calls tools, and returns a structured result. The Agents page includes a catalog of ready-made agents you can insta...
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Grounding agents and AI Prompt nodes on knowledge
Grounding connects a knowledge base to an Agent node or an AI Prompt node in CloudRadial AutomationAI, so the model reasons with your own documents instead of general knowledge alone. This article ...
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Authoring knowledge in workflows: Knowledge-Write and Knowledge-Consolidate nodes
CloudRadial AutomationAI includes two workflow nodes for authoring knowledge as part of a workflow: Knowledge-Write and Knowledge-Consolidate. They let a workflow record what it produced into your ...
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Managing your knowledge base
Knowledge in CloudRadial AutomationAI is a folder tree of documents your automations can read and write. Agents and AI Prompt nodes can be grounded on it for context, and playbooks use it to store ...
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Orchestrating workflows and agents with Playbooks
A playbook in CloudRadial AutomationAI pursues a goal by running an ordered sequence of steps — each step is a workflow or an agent you already have. A playbook can run once, or keep running on its...
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Updating secrets in your runner's Key Vault
CloudRadial AutomationAI runner secrets — the AI-provider configuration and the Microsoft 365 credentials — live in a private Azure Key Vault inside your runner's virtual network. This article is f...
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Writing node scripts with the inline AI assistant
Script nodes in the CloudRadial AutomationAI Designer use a full code editor, and an inline AI assistant can draft the script for you from a plain-language description. You can then try the node on...
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Organizing workflows with folders
Folders group the workflows on your Workflows list so a large workspace stays organized. CloudRadial AutomationAI groups the list by folder, gives you a dialog to create and maintain folders, and k...
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Importing and exporting workflows
CloudRadial AutomationAI lets you move a workflow between workspaces as a portable .yml file. You export a workflow from the Designer and import a .yml file from the Workflows page as a new workflo...