Getting Started
In previewWorkflows, Automations, and the Agent Registry are in preview. To request access, contact your OpsLevel account team.
This guide walks through a first workflow that takes a ticket and posts an agent's plan back to it as a comment. It doesn't change any code, so it's a low-risk way to see how the pieces fit. Plan for about 30 minutes.
Before you start
- Preview access turned on for your account.
- Your catalog includes the services your tickets relate to, with owners.
- Your ticketing tool's API key, such as Linear, so the workflow can comment on tickets.
1. Create an Automation
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Go to Automations and select New Automation.
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Name it "Refine ticket into plan."
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Add instructions, for example:
Review the ticket's title and description. If there's enough information to act on, return a short plan: the likely cause, the files to change, and how to test the fix. If not, list the questions that need answers. -
Choose a built-in agent and model, then save.
See Automations for more on instructions and settings.
2. Create a workflow
- Go to Workflows and select New workflow.
- Add two kickoff inputs:
IssueIdandDescription. - Add an Automation step that runs "Refine ticket into plan," passing in the ticket description.
- Add an HTTP request step that posts the Automation's output as a comment on the ticket. If you've saved a reusable HTTP request for this, choose it.
- Select Save workflow.
3. Run it manually
- Open the workflow and start a run.
- Enter a real ticket's ID and description when asked.
- Watch the run on the workflow's Runs tab, then check the ticket for the comment.
See Workflow runs for how to read a run's steps, output, and logs.
4. Start it automatically
Once the manual run looks right, add a webhook trigger so tickets start runs on their own. For example, start a run whenever a ticket gets a specific label. See Triggers for the condition and input mapping setup.
Next steps
- Add a second Automation that generates a code change when the plan is ready, with an approval step before the pull request. See Use cases and examples.
- Review agents in the Agent Registry.
Updated about 6 hours ago

