Skip to content
Lazurio Lazurio Docs

First steps with an agent

Choose a small task you need to finish. The exercises cover briefing, feedback and saving a procedure for next time. If you are new to agents, read the short introduction first.

The example conversations are scripted. Copy the prompts into your chat and adapt them to the task. Supply only materials you are allowed to use there.

1. Brief your first task and review the result

Choose the correct organization and area of work in Launchpad. Open a task in the corresponding working context in your agent tool. Before starting, check with the agent which organization and materials it is working with.

Use the attached notes to draft an agenda for a 30-minute team meeting.
For each item, include its goal, proposed duration and the question to decide.
Use only these notes. Flag missing information; do not invent it.
Return a short list. Do not send anything or create calendar events.
Show an example conversation

AI · illustration: The first item does not specify the decision you need. Are we choosing an option or just sharing progress?

You: We need to choose an option. Allow 15 minutes for that item and shorten the others to keep the whole meeting within 30 minutes.

Done means: the agenda matches the notes, durations total 30 minutes, unconfirmed facts are marked and nothing was sent. The agent saying “done” is not enough — read the actual draft.

2. Explain one recurring procedure

Choose something you regularly explain at work. Describe it in your own words, by voice if you prefer. The agent can organize it; you check that it accurately reflects your work.

I want to explain how we prepare team meetings.
First ask me about the inputs, sequence of steps and finished result.
Then draft a procedure for our organization's Knowledgebase.
Check whether one already exists; do not propose an unnecessary duplicate.
Show the changes, their location and who will have access. Do not publish yet.
Show an example of feedback

AI · illustration: The draft does not cover unresolved items from the previous meeting. How do you handle them?

You: First compare them with the current situation. Do not carry outdated items forward automatically. Add that to the draft and show the final wording.

Done means: the procedure is accurate and you know where it belongs. Approve publication as a separate step under your permissions and your organization’s rules. If another colleague must approve it, ask for a handoff to that person.

3. Use the approved procedure in a new task

After the procedure is approved and published, start a new task in the same organization. You are checking that saved materials are actually loaded, not testing “chat memory”.

Find the approved meeting preparation procedure in our organization's
Knowledgebase. Show its source and summarize the rules. If you cannot find
or access it, tell me; do not guess its contents. Then use it to draft an
agenda from the new attached notes. Do not send anything.

Done means: you can see the actual source and the draft follows its rules. If the agent cannot find it, check the organization, location, publication and access.

When to start a new thread

Stay in the same thread when refining the same result. Start a new task for a different goal: a meeting agenda and an unrelated document analysis can run in parallel. Give the new task its materials; do not assume it knows the neighboring chat. Do not have two agents edit the same document without coordination.

Outlook, SharePoint and other tools

First verify an available approved connection, the correct account and the access scope. Being signed in through your regular browser is not proof that the agent has access.

I need to work with Outlook. Check whether an approved connection is
available in this environment and tell me which account and operations
you can use. Do not read or change anything yet. If the connection is
missing, explain the next step; do not switch to another service or browser
control without discussing it with me.

After verification, try a small read-only task:

In the specified SharePoint folder [link], find the document [name].
Summarize it in five points and include the source. Search only that folder.
Do not edit or share anything. If you lack access, stop and explain why.

Replace brackets with actual details. These are task instructions, not automatic access setup. See more examples in Connect your tools and working in the browser.

When a response is slow or misses the point

If your tool offers reasoning intensity, try a lower setting for a simple task and a higher setting for more demanding analysis. This is a practical guideline, not a guarantee of speed or accuracy. The highest setting is not always needed. Exact controls depend on the application. Waiting can have causes other than reasoning.

Summarize what you have verified, what you are waiting for and what is missing.
Propose the smallest next step. Do not repeat the same unsuccessful approach.

When the result misses the point, describe the difference: “I need a decision, not a transcript of the notes.” If the problem persists, send support the application name, a short brief, expected and actual results, and a sanitized screenshot of the error. Do not include passwords, tokens or sensitive materials.

Your first two weeks, without a separate training project

  • Day one: finish a small task and improve the draft with specific feedback.
  • Week one: capture one recurring procedure in Knowledgebase and have it approved.
  • Week two: use the procedure in a new task and fill gaps exposed by real work.

This is a suggested pace, not a deadline. Onboarding should help with your work, not create a second task list alongside it.