> ## Documentation Index
> Fetch the complete documentation index at: https://docs.docs2work.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Quickstart

> Everything an AI agent needs to build a Docs2work process from scratch.

## What to gather before building

Before making any API calls, gather this from the human:

**Process design**

* What triggers the process?
* Walk through every step — who does what?
* What decisions get made and by whom?
* What are the possible outcomes at each decision?
* Who are all the parties involved?

**For each form node**

* What fields does this step capture?
* Which are required vs optional?
* What are allowed values for dropdowns?

**For each approval or validation node**

* Who is the assignee?
* How should they be notified?
* What fields should they see from upstream steps?

**For each portal**

* Who accesses it?
* Which columns are visible and which are editable?

## Validation rules that block activation

1. `trigger_type` must be set
2. Every conditional/split branch must reach an `end` node
3. `conditional` and `split` nodes must have at least 2 outgoing edges
4. All `end` nodes must have `endStatus` set
5. All `approval`, `validation`, `signature` nodes must have `assigneeEmail` set
6. All `form`, `approval`, `validation` nodes must have `form_id` set
7. No orphaned nodes