How To Guides
How to guides for Thunk features.
10 articles
- Conversation Properties for EmailHow AI agents manage email threads as part of workflow state
- Handlebars Templates for Document GenerationPlaceholder syntax for Word and Google Doc templates used with Document Template Tools and use_as_template — variables, conditionals, loops, and Word helpers.
- Generate Documents from TemplatesChoose between a Document Template Tool and use_as_template, then set up Word or Google Doc templates so your workflow can fill placeholders and produce finished documents.
- Design pattern: the Work TrackerA reusable pattern for thunks that track a unit of work to completion and send timely reminders and escalations
- Set up the hosted Chat UI for your thunkLet people chat with your thunk through the built-in hosted Chat UI — no code required
- Find work that is waiting on youUse the "Waiting on me" view to see the work items assigned to you that need a person before they can move on
- How to copy a thunkDuplicate an existing thunk — or a sample — into your own account, choosing which data comes along
- Pass a file to a connected tool with a signed download URLTurn a thunk file link into a short-lived signed download URL before a connected tool runs, so that tool can fetch the file itself.
- How to Write Effective DirectionsWrite step Directions an AI agent will follow reliably: be specific, use ordered bullets, reference the right material, and let step structure carry the rest.
- Set human approval gates for your workflowDecide when your AI workflow runs on its own and when it pauses for a person — set Draft, start, and completion approvals for the whole thunk, and override them…