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The agent uses the context and tools available to the conversation to research, create artifacts, and make changes you request.

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Read and research

Ask questions about files, compare source documents, search relevant content, or research a topic on the web. Make the scope explicit: selected files, a Canvas, a Workspace, or a connected app. Uploaded formats differ in extraction support. Check source references, especially for numbers, dates, quotations, and conclusions.

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Create documents and visuals

The agent can write documents, create structured notes, generate images, and build HTML blocks. Specify the format and audience: “Write a one-page decision brief for the project lead, with the evidence and unresolved questions.”

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Edit and organize the Canvas

The agent can add and arrange cards, edit notes and labels, work with shapes and connecting lines, and group content into sections. Try: “Put the source files in one section and the reviewed outputs in another. Label each section.” The agent can also read comments to understand feedback when you ask it to.

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Work in connected apps

Use Connectors to retrieve emails, events, tasks, and CRM records, or request supported updates. Each connector has a bounded action set; connecting an app doesn’t grant every feature that app offers. Review the destination and content of proposed changes. See Agent permissions.

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Process independent tasks

A batch of document summaries, company profiles, or record reviews can be split into parallel tasks. Ask for a consistent output and a final comparison where useful.

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Save instructions and schedule work

Ask the agent to save a repeatable instruction as a Skill. For recurring work, create an Automation with a location, instructions, and schedule.

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Understand the boundaries

Access depends on Cohesive permissions, available connections, the selected agent, and provider availability. An organization connection may use a shared account’s permissions. A connected model subscription doesn’t add app connections or import another product’s chat history.