> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bondata.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Step 4: Setting Up Your First Agent
> Build your first automated workflow in BonData
Agents are automated workflows that act on data across your connected systems. Each Agent defines **conditions** (when to act) and **actions** (what to do).
## Agent types
| Type | Purpose |
| -------------- | --------------------------------------------------------------------------------------------- |
| **Automation** | Trigger actions based on data conditions (missing fields, threshold breaches, status changes) |
| **Migration** | Move data between systems with field mapping, without storing it in BonData |
## Build your first Agent
Go to **Agents** in the sidebar and click **Create New**.
Give it a clear name (e.g., "Accounts Missing Owner") and an optional description.
Click **+** to add your first node - always a **Get Data** node. Select the integration, entity, and fields to monitor.
Click **+ > Flow Basics** and select **Simple Filter**. Set the entity, field, operator, and value.
**Filter logic:**
* **AND** - Add another Simple Filter from the **Then +** option
* **OR** - Add a condition to the existing node from **+ Add condition**
Choose what happens when conditions match:
Available actions:
* Create or update records
* Send Slack or email alerts
* Generate a CSV
* Send an HTTP request
Use **Mentions** to dynamically insert values from one system into another. Click the mention button and select the source field.
You can also use:
* **Conditional Mentions** - Apply transformations (e.g., if value is 1 → "Yes", else → "No")
* **Default values** - Fallback when the source field is empty
* **Automatic** - tasks run immediately
* **Manual** - tasks queue for your approval
## Test before going live
Click **Test** (top right) to simulate the Agent without performing any actions. Task previews appear in the right panel.
## Activate your Agent
* **Run once** - executes a single time
* **Schedule** - runs on a recurring frequency (e.g., every 15 minutes, or a custom cron expression)
* **Off (default)** - won't create duplicate tasks for the same matched record
* **On** - creates new tasks every run regardless
Click **Apply** to start the Agent.
## Monitor your Agent
* **Task list** - right panel shows upcoming and completed tasks
* **Agent Dashboard** - access via the three-dots menu next to Activate
Track task statuses (Running, Pending, Failed, Success), view results for individual nodes, and drill into specific task outputs.
## Learn more
Deep dive into filters, Mentions, and trigger settings.
Real-world Agent templates for common workflows.