One job. One watched run. A clear path from approval to earned autonomy.
7 min read · Updated July 2026 · A practical Orbit guide.
Start with one job. Watch one run. Expand only when approvals become routine. This guide walks that path in order and takes about an hour to apply.
Do not start with "automate my marketing." Start with the single recurring task you most resent: chasing unpaid invoices, answering the same five support questions, following up with leads that went quiet. One job with a clear before and after. You will know within a week whether the agent earns more of your trust, and you will actually be able to tell, because only one thing changed.
Every connection in Orbit is scoped and revocable. If the job is invoice chasing, connect the inbox and the invoicing tool, and stop there. The agent does not need your calendar to send a payment reminder. You can always grant more later; starting narrow keeps the blast radius of any mistake small and makes the run log easy to read.
New agents start in Approve-each mode: they do the work, and the result waits in your Approvals queue until you say yes. Leave it there. This is the mode where you learn how the agent thinks, what it gets right, and where it needs a firmer instruction. Nothing customer-facing leaves the building without your click.
The 7-day trial has every module and 500 credits. Manual runs and the CRM are free and never cost a credit, so the learning phase costs you almost nothing.
Before scheduling anything, trigger the job manually and watch it end to end. A manual run costs no credits and answers the questions that matter: did it find the right records, is the tone yours, did it stop where it should? If the output is wrong, fix the instruction now, while the stakes are a test run instead of a customer email.
Every action an agent takes is logged, timestamped, and replayable. After your first runs, read the log the way you would review a colleague's work: not just the final email, but the steps that produced it. Which records it read, what it decided to skip, why it flagged one item for you. Ten minutes here buys you weeks of justified confidence.
After a week or two, some approvals become rubber stamps: the same kind of action, correct every time, click, click, click. That boredom is the signal. Move those specific actions to Auto-run and keep the interesting ones in the queue. Autonomy in Orbit is granted per agent and per action, and it should be earned the same way, one boring approval at a time.
If anything ever feels off, the kill switch pauses every agent instantly, and the log shows you exactly what happened. That is the whole loop: narrow job, watched run, earned autonomy. Repeat it for the next job.
Start narrow, keep approval on, and use the log to decide what earns autonomy.