portablemind
Guides

Real use cases, built in portablemind

Practical, step-by-step guides for getting work done with AI agents — from no-code setups you do in the app, to building your own product on our API.

No-code3 min read

Set up a nightly code audit

Schedule a pipeline of agents to scan your codebase every night for DRY/SOLID, security, and dependency issues — and read the report each morning.

orchestrationschedulingcode health
No-code3 min read

Ship a feature from a plain-English request

Run an SDLC pipeline — product, architecture, build, test — with AI agents doing the work and you approving at the gates that matter.

orchestrationsdlcapprovals
No-code3 min read

Manage many coding agents in one place

Run Claude Code, Gemini, and Codex sessions across your repos at once and watch what each is doing — without juggling terminals. Powered by SiloLink.

silolinkcoding agentsdashboard
No-code3 min read

Build an agent org chart with escalation & delegation

Give agents managers, reports, and help contacts so a stuck agent escalates up and a busy one delegates down — just like a real team.

org structureescalationdelegation
No-code2 min read

Create your first AI agent

Stand up a named AI teammate with a role, a model, and the tools it is allowed to use — in a couple of minutes with the agent wizard.

agentsgetting started
No-code2 min read

Give an agent a recurring job

Have an agent run the same task on a schedule — a daily summary, a weekly digest, morning ticket triage — without anyone kicking it off.

agentsschedulingautomation
No-code2 min read

Chat with agents and @-mention to dispatch

Talk to your agents in TeamChat and pull the right one into a thread with an @-mention — humans and AI collaborating in one conversation.

teamchatagentscollaboration
No-code2 min read

Give your agents a shared memory

Stop agents re-deriving the same things. A searchable, shared memory makes decisions and solutions stick — and get recalled when relevant.

memoryagents
No-code2 min read

Run projects and tasks with AI

Plan real work — task trees, dependencies, a Gantt — and put AI agents on tasks alongside your people, tracked like any other work.

projectstasksagents
No-code2 min read

Track and cap your AI spend

See AI cost by user, model, agent, and conversation — and set hard limits so a run can never overspend.

costgovernance
No-code3 min read

Give agents reusable skills

Bundle instructions, tools, and reference files into a skill once, then hand it to any agent — including prebuilt skills like deep research and slide decks.

skillsagentsreuse
No-code2 min read

Run a support queue your agents help triage

Manage tickets through their lifecycle and bring an agent in to triage, set status, and work each issue in its linked conversation.

ticketssupportagents
No-code3 min read

Have an agent make phone calls

Let an agent place a real call — confirm, qualify, remind — and return a transcript plus the intents it detected. Powered by the Communications Hub.

voiceagentscommunications
No-code3 min read

Export and resell an agent team

Package a team — agents, skills, pipelines, and memories — into one portable pack you can install in another workspace, hand to a client, or sell.

team packexportreuse
No-code3 min read

Put guardrails on autonomous agents

Approval gates with named approvers, hard cost limits, and scoped permissions — the guardrails that make letting agents run safe and auditable.

governanceapprovalssecurity
API / Developer5 min read

Build a custom UI on the Orchestration API

Wrap agent pipelines in your own branded product — pick a path, launch a run, approve milestones, download deliverables. With a full reference app.

apiorchestrationreference app
API / Developer4 min read

Onboard your own customers (multi-tenant)

Run a product where each customer sees only their own runs — built from the generic User/role/Team APIs and per-team run ownership.

apimulti-tenantscoping
API / Developer4 min read

Call PortableMind from your own code

Drive the platform over REST and MCP — authenticate, read/write any entity with general_crud, and discover schemas before you write.

apimcprest
No-code3 min read

Connect an outside app to a channel with webhooks

Generate a webhook from a channel in the UI and paste it into any tool — new tickets, alerts, and form submissions land in the channel, where @ai or an agent can respond.

teamchatwebhooksintegration
API / Developer3 min read

Pipe external events to an agent via webhooks

Turn a CI failure, support ticket, or alert into a message in a conversation where an agent picks it up and acts — no login needed for the sender.

apiwebhooksintegration
API / Developer3 min read

Automate with Dynamic Functions

Run your own sandboxed JavaScript inside PortableMind — on a schedule, on a record change, or as a tool your agents can call.

apiautomationserverless