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This guide is for business users who want to understand what Nanonets Agents can do. An agent is a digital teammate. You give it instructions, connect the tools it needs, and run it on real work like invoices, emails, forms, spreadsheets, and internal requests.
Agents page showing existing agents and the Create Agent option

The Agents page lists your agents and lets you create a new one.

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The main ideas

Agents

An agent is the workflow you set up. It knows what job to do, which steps to follow, and which tools it can use.

Tasks

A task is one run of an agent. For example, one invoice review or one customer email.

Tools

Tools let agents read documents, look up data, send emails, update spreadsheets, create files, and ask people for help.

Rules

Rules are what you teach the agent, by correcting a result, giving an instruction, or adding one yourself.

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What an agent can help with

Agents are best for work that follows a repeatable pattern. They can help you:
  • Read documents and pull out key data.
  • Check data against a spreadsheet or business system.
  • Ask a person when something is unclear.
  • Create a file, report, draft email, or spreadsheet.
  • Send results to tools like Google Sheets, Google Drive, Slack, email, or ERP systems.
Start with one clear process, such as “review invoices from vendors” or “extract data from onboarding forms.” You can improve the agent over time.

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How the product fits together

1

Set up an agent

Describe the work, add steps, and choose the tools it can use.
2

Run a task

Give the agent a document, message, or request. The agent works through the steps.
3

Review the result

Check the output. If the agent asks a question, answer it in the task.
4

Teach the agent

Turn corrections and feedback into rules so future tasks get better.

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Where to go next

Set up your first agent

Learn how to create an agent and set up its basic workflow.

Teach your agent

Turn corrections and feedback into rules so future tasks get better.

Connect your apps

Connect email, spreadsheets, storage, and business systems.

Understand teams and workspaces

Learn how your company, teams, and access controls are organized.