Before enabling automated outreach, review the sending account, Scout Agent permissions and spending controls with your workspace administrator.
Start with one operational workflow: an order that needs confirmation, a delivery that needs a status check, or a supplier lead time that needs verification. Connect the records and communications the work depends on, then complete one task before expanding automation.
Before you start
You need access to a Cartograph workspace. A workspace administrator manages shared connections, members and Scout Agent configuration. Each person connects their own email account and personal tools.
Set up your workspace
Open Home and review Get set up. Complete the setup items relevant to your role.
Connect your email in Settings → Email accounts. Choose the correct provider and account. Check that the folders and history you need are available.
Ask an administrator to connect the business systems your team uses. Review a representative supplier, material and purchase order in Records before relying on automated work.
Review Scout → Train and Deploy. Give Scout Agent the knowledge, guidance and permissions needed for the first workflow.
Create a task with a clear outcome. Review any approval or question before Scout Agent continues.
Check your first result
A useful first result is visible in the work itself: a confirmed date and quantity, a verified shipment status, or a recorded lead time. Read the task activity and linked records. An email sent or an action proposed is an intermediate step, rather than evidence that the business outcome happened.
Use the main product areas
Area | Use it to |
Home | Ask Scout Agent questions and review suggested next steps. |
Inbox | Handle email, tasks, approvals and handoffs. |
Records | Find the data and relationships behind your work. |
Terrain | Investigate signals, supply and demand, and operational reports where available. |
Scout | Train, test, deploy and analyze Scout Agent. |
If setup cannot continue
If a connection needs attention, reconnect it from its settings and verify fresh data arrives. If a control is missing, ask an administrator to check your role and workspace availability. Keep automated outreach limited until the first workflow behaves as expected.
Who should complete setup?
Who should complete setup?
Workspace administrators manage shared systems, team access and Scout Agent configuration. Each member connects their own email, checks their personal settings and reviews the work assigned to them.
Scout Agent configuration follows the Train, Test, Deploy and Analyze areas.