Quick Start Guide

Get your first automation running in Amantra in under 15 minutes.

Step 1: Log In

Navigate to your Amantra instance URL and log in with your credentials.

First time? Contact your IT Administrator to create your account. If your organization uses Single Sign-On (SSO), click Login with SSO on the login page.

Step 2: Explore the Dashboard

After logging in, you land on the Dashboard — your central overview of:

• Recently executed workflows

• Active digital agents

• System health metrics

• Quick-action shortcuts

Step 3: Create Your First Workflow

Go to Synapse

Click Synapse in the left navigation menu. This opens the Workflow Library.

Create a New Workflow

Click + New Workflow in the top-right corner. Give your workflow:

• Name — A clear, descriptive name (e.g., “Daily Sales Report”)

• Description — What this workflow does

Click Create.

Open the Workflow Designer

You’ll be taken to the visual Workflow Designer. The Designer shows your workflow as a flowchart.

Add Your First Activity

1. Click the + button on the Designer to add an activity.

2. Browse the Activity Library on the right panel.

3. Select an activity type — for example, Send Email.

4. Fill in the activity properties (recipient, subject, body).

5. Click Save.

Add a Trigger

Every workflow needs a trigger to start it.

1. Click Set Trigger at the top of the designer.

2. Choose Manual for now (so you can test it immediately).

3. Click Save.

Step 4: Run Your Workflow

1. Click Save to save the workflow.

2. Click Run Now to execute it manually.

3. Click View Execution to watch the workflow run in real time.

Each activity shows a green checkmark when it completes successfully or a red indicator if it fails.

Step 5: Review Results

Navigate to Orchestrator → Execution to see:

• All past and current executions

• Execution status and duration

• Step-by-step activity logs

Worked Example: Building an AI-Powered Email Summarizer Agent

The following walkthrough builds a practical, multi-connection automation: a workflow that reads incoming unread emails and uses an AI agent to explain what each email is about.

Setup Prerequisites

• Email Pipeline — set up your incoming/outgoing email connection (see Connections).

• AI Pipeline — link your foundational model access credentials, e.g. a Mistral connection (see Connections).

Initialize the Workflow Designer & Define a Global Variable

Navigate to Synapse in the left sidebar, click + New Workflow, and name it (e.g., “Read Incoming Emails & Summarize with AI”). On the right-hand panel of the designer, open the Variables tab and add a global variable named socket (Type: String) to securely pass dynamic data across activities.

Configure Activities on the Designer

Step A — Watch Emails: add the Watch Emails activity and set its Connection Name to your active email connection. Optionally filter by Subject or Sender Email; leave blank to process all incoming mail.

Step B — AI Agent: add an AI Agent activity below it and configure Language (English), LLM Provider (Mistral), Connection Name (your active Mistral connection), Token Limit (1500), and a System Prompt such as “You are a helpful office assistant. Analyze the incoming email provided in the input field. Explain concisely what the email is about, highlighting key actions, requests, or core takeaways.” Map $$mail_result and the global $$socket variable into the Data Inputs using the $$ variable picker.

Run, Test, and Review Results

Ensure at least one unread email is in the configured inbox, click Save, then Execute to run the workflow. Open Execution History, select the most recent run, click the AI Agent node, and toggle from Orchestrator Logs to Execution Logs to view the summary the AI agent generated.