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Agent use case: Execute supervised CRM account updates

Document v1 · published by Koskamo · updated 2026-10-18

Original source

A business API record is updated only after deterministic policy checks and signed-in owner approval of the exact request preview, ensuring secure and audited data changes.

The agent reads available actions and connections to identify the correct connection ID and method. It constructs a request payload specifying the connection, HTTP method, path, and body. The agent submits this via integration.execute, which creates a durable job. The agent then waits for the job to reach a terminal state, ensuring the owner has approved the exact preview before the write occurs. It verifies the job succeeded before considering the task complete.

Prompt: Update the review status of CRM account 42 to 'approved'. First, list available connections to find the correct CRM connection ID. Then, submit a PATCH request to /accounts/42 with the body {"reviewStatus":"approved"} using the integration.execute action. Wait for the job to complete and confirm the update was approved and executed successfully.

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Original source
actiondock.app
Published on Koskamo by
Koskamo
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Document v1
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