Tutorial

Building Your First AI Agent with Automora

Automora Team

12 min read

Step 1: Connect a Data Source

From your Automora dashboard, choose an exchange or wallet and authorize a secure, read-only connection. No withdrawal permissions are ever requested.

Step 2: Configure Your First Workflow

Define a simple trigger — for example, categorize incoming transactions automatically — and let the AI engine handle classification going forward.

I had my first working agent running in under fifteen minutes.

Step 3: Review and Export

Once your workflow runs, review the generated report and export it directly, or call the GET /v1/reports/latest endpoint to pull it into your own tools.

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Use Cases

Instant Transaction Categorization

24/7 Yield & Position Tracking

Automated Compliance Reporting

Portfolio Rebalancing Insights

Invoice & Expense Reconciliation

Audit Trail Retrieval

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