Connect apps and pass data between agent actions

1. 1
   Open Connections

   Use the application menu to open Connections and choose a supported service.

2. 2
   Authorize your account

   Complete the provider’s sign-in or supported connection setup. Select the account with access to the resource you need.

3. 3
   Return to the action map

   Choose an action supplied by that connection. Available operations depend on the MCP server, account permissions and provider availability.

Use resource pickers where the connector provides discovery. Select the spreadsheet or document, then any required worksheet or range. A spreadsheet identity alone is not necessarily enough for a read-values action.

The next action can take values from the preceding result. Inspect the selected output fields and the action’s required inputs; connecting two cards does not make unrelated data compatible.

1. 1
   Read matching tasks

   Use a task source and the relevant tag/status filter.

2. 2
   Read the intended table

   Select the connected Google account, spreadsheet and range required by the read action.

3. 3
   Choose the recipient source

   Use an email column, another preceding source or a fixed address. Recipients may be resolved when the run has the data; they do not always need to be typed into the map in advance.

4. 4
   Prepare or send the message

   Choose the correct mail operation and configure subject, content and approval behavior. A draft and a send are different actions.

5. 5
   Update the original row

   Use the row identity from the read result and update status only on the successful route. Define what to do when an email or row is missing.

For a task-to-CRM route, check whether company or contact facts are available. A spreadsheet link is a source to read, not the client data itself.

When there is no matching task or usable record, finish without writing or request the missing information through a configured action. This makes the map reusable before new tasks arrive.

• An expired account session may need reconnection.
• The provider can restrict a tool, resource or preview service even if another action on the same connection works.
• Read the failed operation’s message and check which earlier actions already succeeded before retrying.
• Do not switch to a different connected account without checking whose data it would access.