Core Concepts

Anchor Automate has a few core building blocks. Understanding these will help you design and run automations efficiently.

Agents

Your smart virtual helpers inside Anchor Automate.
They learn your workflows, follow instructions, and handle repetitive tasks — like digital teammates who never get tired.

Example

An agent named "Order Manager" automatically updates your inventory, sends invoices, and follows up with suppliers — all without human intervention.

Tasks

The actual work items that need to be completed.
They can be one-time actions or recurring processes.

Example

• Send a welcome email to a new subscriber.
• Post a daily sales summary to Slack.

Task Definitions

The detailed instructions for completing a task.
Think of this as a recipe your agents follow to ensure the job is done right.

Example

Task: "Send Invoice"

Definition:

1. Fetch client details from CRM.
2. Generate invoice PDF.
3. Email the invoice to the client with payment instructions.

App Integrations

Connections between Anchor Automate and other apps, tools, or services.
These give your agents extra abilities, like posting in Slack or updating a CRM.

Example

Integrating with Google Sheets lets your agent log data directly into a shared spreadsheet in real time.

API (Application Programming Interface)

A bridge that lets Anchor Automate talk to other software and exchange information.
This enables your automations to pull data, trigger actions, and stay in sync across platforms.

Example

Using the API, your e-commerce system can send order details directly to Anchor Automate, which then triggers a fulfillment workflow.