> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kubiya.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Common Workflows

> Step-by-step guides for common tasks in the Kubiya web interface

Quick guides for frequently performed tasks in the Kubiya web interface.

## Start a Conversation with the Meta Agent

**Goal:** Ask the Meta Agent a question or execute a task.

### Using the Compose Workspace

1. Click **Compose** in the sidebar
2. Type your request in the input bar
3. Press **Enter** to send
4. View the response with tool calls and results

### Using the Quick Panel

1. Press `Cmd+J` (Mac) or `Ctrl+J` (Windows/Linux)
2. Type your question
3. Press **Enter**
4. Review the response

## Create and Execute a Task

**Goal:** Run a task using an agent or team.

1. Open the [Compose Workspace](/web-interface/compose-workspace)
2. Ask the Meta Agent:
   ```
   "Execute the DevOps agent to check Kubernetes pod health"
   ```
3. The agent creates and runs the task
4. View progress in the [Task Kanban](/web-interface/task-kanban)

**Alternative via Task Kanban:**

1. Go to **Task Kanban** in the sidebar
2. Click **+ Create Task**
3. Select an agent or team
4. Enter your request
5. Click **Create**

## Add a Cloud Connector

**Goal:** Connect an AWS account to the Context Graph.

1. Click **Connectors** in the sidebar
2. Click **+ Add Connector**
3. Select **Amazon Web Services**
4. Enter configuration:
   * Account ID: `123456789012`
   * Region: `us-east-1`
   * Role ARN: `arn:aws:iam::123456789012:role/KubiyaReadRole`
5. Click **Connect**
6. Wait for initial sync to complete

<Note>
  Ensure the IAM role exists and has the required permissions before connecting.
</Note>

## Ingest Data to Context Graph

**Goal:** Add a new data source to populate the knowledge graph.

1. Navigate to **Context Graph** > **Sources** under DATA INGESTION
2. Click **+ Add Source**
3. Select the source type (AWS, GitHub, etc.)
4. Configure connection details
5. Set sync schedule
6. Click **Connect**
7. Monitor the **Activity** tab for sync progress

## Generate an API Key

**Goal:** Create an API key for SDK or CLI authentication.

1. Go to **Settings** (user menu > Settings)
2. Navigate to **API Keys**
3. Click **+ Generate New Key**
4. Enter a name: "My CLI Key"
5. Set optional expiration
6. Click **Generate**
7. **Copy the key immediately** (shown only once)

## Switch Control Planes

**Goal:** Change to a different control plane (if you have multiple).

1. Click the **Control Plane selector** in the header (shows current control plane name)
2. Select a different control plane from the dropdown
3. The interface reloads with the new control plane's resources

## Filter Executions on Kanban

**Goal:** Find specific tasks on the Kanban board.

1. Go to **Task Kanban**
2. Use the search bar to search by task name or ID
3. Click filter dropdowns to narrow by:
   * **Triggers**: Manual, Scheduled, Webhook, etc.
   * **Agents/Teams**: Select specific agents
   * **Statuses**: Filter by column
4. View filtered results

## View Task Details

**Goal:** Inspect a specific task execution.

1. Go to **Task Kanban**
2. Find the task card
3. Click the card to open details
4. Review:
   * Full conversation
   * Tool calls and results
   * Error messages (if failed)
   * Timestamps and metadata

## Create a Background Job

**Goal:** Schedule a recurring task.

1. Go to **Background Jobs** in the sidebar
2. Click **+ Create Job**
3. Configure:
   * Name and description
   * Agent or team to execute
   * Schedule (cron expression or interval)
   * Initial message/instruction
4. Click **Create**
5. The job appears in the job list

## Explore Your Infrastructure

**Goal:** Discover resources in your Context Graph.

### Using Natural Language

1. Press `Cmd+J` to open Meta Agent
2. Ask:
   ```
   "Show me all EC2 instances in production"
   ```
3. Review the results

### Using the Graph Explorer

1. Go to **Context Graph** > **Explorer**
2. Filter by data source (e.g., AWS)
3. Filter by entity type (e.g., EC2Instance)
4. Click nodes to see details
5. Follow relationships to connected resources

### Using Cypher Queries

1. Go to **Context Graph** > **Queries**
2. Enter a query:
   ```cypher theme={null}
   MATCH (n:EC2Instance)
   WHERE n.environment = 'production'
   RETURN n.name, n.instance_id
   LIMIT 20
   ```
3. Click **Execute**
4. Review results in the table

## Run a Quick Search

**Goal:** Find any resource quickly.

1. Press `Cmd+K` (Mac) or `Ctrl+K` (Windows/Linux)
2. Type what you're looking for:
   * Page name: "Task Kanban"
   * Resource: "DevOps agent"
   * Setting: "API Keys"
3. Select from results
4. Navigate directly

## Check Agent Capabilities

**Goal:** See what an agent can do.

1. Ask the Meta Agent:

   ```
   "What capabilities does the Security agent have?"
   ```

   Or:

2. Go to **Agents** in the sidebar

3. Find the agent card

4. View listed skills and configuration

5. Click **Configure** for full details

## Related Pages

* **[Web Interface Overview](/web-interface/overview)** - Navigation guide
* **[Keyboard Shortcuts](/web-interface/keyboard-shortcuts)** - Speed up your workflow
* **[Meta Agent](/core-concepts/meta-agent)** - Learn about Meta Agent capabilities