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A Layest agent is a specialized digital teammate for one repeatable business outcome. The fastest way to begin is to choose a pre-built agent from the library and adapt its Setup to your process.

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Choose by outcome

Choose Doclay

to import files into records or process documents to your preferred destination.

Choose Billay

to process invoices and turn them into accurate booking suggestions.

Choose Charlay

to see your KPI in a customized dashboard, get insights and be actively informed about forecasts.

Choose Other Agents

to handle compliance and regulated operations, like Reporting, KYC or Payments.

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Create the agent

1

Open Agents

Go to Agents and select the card that matches your workflow.
2

Select Create Agent

Click the button Create Agent to start the setup.
3

Give it a clear name

Name the agent for the work it performs, such as “Invoices” or “Document imports.”
4

Choose an Agent Group

Keep the agent standalone or place it inside an Agent Group. Groups are useful when several workers belong to one business process.
5

Complete Setup

Required tasks determine whether the agent can run. Recommended and optional additions never block it.

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Name agents for people, not systems

Good names describe the business purpose:
  • Incoming supplier invoices
  • Quarterly portfolio reporting
  • Customer onboarding documents
  • Payment preparation
  • Sustainability reports
Avoid names that only describe an internal system or contain unexplained abbreviations.

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Start with review enabled

For import-style agents, Always require review is the safest starting point. When a workflow becomes predictable, administrators can consider automatic approval of clean append imports as working drafts.
Automatic approval releases every configured output without human review when the run has no validation errors, warnings, schema changes, or unresolved decisions. Use it only after the workflow and downstream consequences are well understood.

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What to configure next

  • Setup controls sources, run conditions, outputs, and external destinations.
  • Configuration controls the agent’s identity, persistent instructions, field-specific rules, and review policy.
  • Runs shows current and previous work.
  • Analytics shows volume, completion, approval, runtime, and credit signals.