Getting Started with Overclock #
Welcome to Overclock! This guide will walk you through creating your first AI agent using natural language. No coding required—just describe what you want to automate.
The Overclock Workflow #
Creating an AI agent with Overclock follows a simple pattern:
- Conversation: Chat with Overclock to describe your goal
- Generation: Overclock creates a structured playbook
- Refinement: Collaborate with Overclock AI to improve the playbook
- Testing: Run your playbook manually
- Deployment: Schedule your agent to run automatically
Let’s walk through each step.
Step 1: Start a Conversation #
Go to https://overclock.work and you’ll see a chat interface where you can describe what you want to automate. Simply type your automation goal in the text area and click the arrow button to get started.
Example Conversation #
You: “I want to get a daily summary of new customer support tickets from Linear and have it sent to our team Slack channel.”
Overclock: “I can help you create a playbook for daily Linear ticket summaries! Let me generate a playbook that will:
- Connect to your Linear workspace
- Fetch new customer support tickets from the last 24 hours
- Summarize the key issues and priorities
- Post the summary to your specified Slack channel
Would you like me to create this playbook?”
You: “Yes, that sounds perfect. Can you make sure it runs every weekday at 9 AM?”
Step 2: Overclock Generates Your Playbook #
Overclock will create a structured playbook based on your conversation:
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Step 3: Refine Through Conversation #
Continue chatting to refine your playbook:
You: “Can you also include the number of urgent tickets and highlight any that haven’t been assigned yet?”
Overclock: “Absolutely! I’ll update the playbook to include urgent ticket counts and flag unassigned tickets.”
Overclock will update your playbook with these improvements.
Step 4: Connect Your Integrations #
Before testing, you’ll need to connect the integrations your playbook uses:
- Click “Integrations” in the right panel
- Connect to Linear by clicking “Connect” and following the OAuth flow
- Connect to Slack the same way
- Grant the necessary permissions
The system will automatically detect which integrations your playbook needs based on its content.
Step 5: Test Your Playbook #
Once your integrations are connected:
- Click “Run” to execute your playbook manually
- Watch the real-time execution log
- Review the output to ensure it meets your expectations
- Make adjustments by continuing the conversation if needed
Example Test Output #
✓ Connected to Linear workspace
✓ Found 12 new tickets in the last 24 hours
✓ Identified 3 urgent tickets, 2 unassigned
✓ Generated summary report
✓ Posted to #customer-support Slack channel
Final Output:
📊 Daily Support Summary - January 24, 2024
• Total new tickets: 12
• Urgent tickets: 3 (2 unassigned ⚠️)
• Common themes: Login issues (4), Billing questions (3)
• Avg response time: 2.3 hours
Step 6: Deploy Your Agent #
When you’re satisfied with your playbook:
- Click “Deploy” in the top-right corner
- Configure your schedule using the intuitive scheduler
- Choose whether to receive notifications
- Set any Slack channels for delivery
Your agent is now live and will run automatically according to your schedule!
Best Practices for Playbook Conversations #
Be Specific About Your Goals #
Instead of: “Help with tickets” Try: “Send me a daily summary of urgent customer support tickets that haven’t been responded to in 4+ hours”
Mention Your Tools #
Include the specific tools you use: “from Linear”, “post to Slack”, “save to Google Drive”
Describe Your Timing #
Be clear about when things should happen: “every weekday at 9 AM”, “once a week on Mondays”, “whenever a high-priority ticket is created”
Ask for Clarification #
Overclock can explain any part of your playbook: “Can you explain how the ticket priority detection works?”
Common First Playbooks #
Here are some popular automation ideas for your first playbook:
- Daily standups: Collect updates from team tools and post to Slack
- Issue monitoring: Alert when critical tickets or bugs are created
- Report generation: Summarize weekly metrics from your project management tools
- Content curation: Find and share relevant articles or updates
- Data syncing: Keep information updated between different tools
Next Steps #
Now that you’ve created your first playbook:
- Explore Integrations: Check out all the tools you can connect
- See More Examples: Browse real playbook examples for inspiration
- Create More Agents: Try automating other workflows
- Share with Your Team: Playbooks can be shared and collaboratively improved
Getting Help #
Having trouble? Overclock is always available to help:
- Ask questions about your playbook: “Why did this step fail?”
- Request improvements: “Can you make this faster?”
- Get explanations: “How does the Linear integration work?”
Welcome to the future of automation with Overclock!