Question 1

What kinds of manual tasks can TESS agents automate for my business?

Accepted Answer

TESS agents can automate goal-oriented tasks that involve analyzing information, making decisions, and taking actions across multiple steps. Common examples include processing incoming data to extract key details, routing information to the right team members based on content or criteria, generating summaries or formatted outputs from raw input, and executing multi-step workflows that would normally require human coordination across tools. The agent reads instructions, reasons through the task using an LLM, and calls external tools to complete actions.

Question 2

How does data flow between TESS and other business tools I use?

Accepted Answer

TESS agents can receive data from external systems via webhooks, API calls, or integration platforms, then process that data and send results back to your other tools through API calls, database updates, or connected workflows. When TESS is part of a larger automation, incoming data triggers an agent, the agent performs its task (which may involve reading from or writing to multiple connected services), and the final result is passed to the next step in your workflow or stored in your primary system of record.

Question 3

What are common issues or gotchas when automating work with TESS?

Accepted Answer

TESS agents depend on clear, detailed instructions to perform consistently, so vague prompts or incomplete context often lead to incorrect outputs or missed details. If the tools available to an agent don't cover all necessary actions, the agent cannot complete the full task without manual intervention. Additionally, if incoming data is inconsistent in format or missing required fields, agents may struggle to process it correctly, making data validation and normalization upstream steps critical for reliability.

Question 4

How should I set up TESS agents to ensure automations run reliably at scale?

Accepted Answer

Start by clearly defining what success looks like for each agent, including specific outputs and error conditions. Provide agents with access to all tools and data sources they need, and test agent behavior with diverse real-world examples before deploying to production. Monitor execution logs regularly to catch unexpected failures or patterns, and design your workflow to handle agent errors gracefully, such as routing failed tasks to a human reviewer or triggering alerts. As you add more agents, maintain clear documentation of each agent's scope and dependencies.

Automate the manual work in TESS

TESS by the numbers

Top 5 TESS friction points when done manually

Manual TESS trademark status updates

Copying TESS search results by hand

Tracking TESS deadlines across files

Reconciling TESS data with portfolios

Re-entering TESS search criteria

What you can automate in TESS

Execute agents in TESS for new events in Google Calendar

Execute agents in TESS when new rows are added to Google Sheets

Execute ai templates in TESS with new or updated records in Airtable

Execute an agent in TESS when new or updated rows are detected in Google Sheets

Execute long running agents in TESS for new files in Google Drive folder

Execute new TESS templates when new files are added to a Google Drive folder

Tools commonly connected to TESS

TESS Automation questions

Ready to automate your work in TESS?