Before you begin
You need:- a Layest workspace
- permission to create and configure agents
- one representative file or project
- a clear idea of the result you want to review
1
Open the Agent Library
Select Agents in the workspace menu. Browse by Operations, Accounting, or Compliance, or search by name.
2
Choose the best starting point
Pick Doclay for general document-to-data imports or Billay for invoices. The Reporting, KYC, and Payment agents support more specialized workflows.
3
Create the agent
Select Create Agent, give it a clear name, and optionally assign it to an Agent Group. Layest opens the new agent in your workspace.
4
Complete required Setup
System items appear first, as well as recommended inputs and triggers.
5
Start a manual run
Open Runs or Chat, select a representative file or project, add a short instruction if helpful, and start the run.
6
Follow progress
You can leave the page while processing continues. The run shows whether it is queued, processing, waiting for review, completed, failed, rejected, or cancelled.
7
Review before approval
Compare the draft with the source. Correct records, resolve validation issues, and approve only when the result is ready.
What success looks like
A useful first run gives you:- the right destination or source
- understandable fields and records
- a clear review responsibility
- traceable source files
- an output your team can use next
Add automation later
Manual runs remain available. Once the workflow works with real examples, consider adding:- a dedicated email inbox
- a reusable schedule
- a connected folder
- an external destination
- Export to connected integrations
Explore every agent
Compare the current Layest Agent Library.
Understand Setup
Learn the difference between Setup and Configuration.