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Agent Operating Guide

/coach-howto

Task-oriented step-by-step walkthroughs for common Canvas tasks: a numbered list of clicks or commands drawn from the bundled docs snapshot, with a watch-out section for known gotchas.

Get a concrete, numbered walkthrough for a Canvas task. You name the task; the skill dispatches the coach-doc-searcher helper agent to find the most procedural section of the docs snapshot bundled with the plugin and renders it as a numbered How to <task> list where every step is a specific click or command, ending with a source citation and a Watch out note for security-relevant steps. It’s answers-only: it produces the steps for you to follow and never writes to your tenant.

When to use

Section titled “When to use”

When you want the exact clicks or commands to do something: add a custom field, create an item type, import bulk data, add a user as admin, or configure the MCP connector. For a conceptual “how does this work” question, use /coach-ask; for a single term, use /coach-glossary; when something errored, use /coach-troubleshoot.

Inputs

Section titled “Inputs”
Flag Required Notes
--for-role admin|auditor|sox-lead|developer No Bias the walkthrough toward one role’s path through the task.

Example

Section titled “Example”

/coach-howto add a custom field returns a “How to add a custom field” list, open Settings, then Item Types, pick the type, Add field, set its type and flags, followed by a Source citation to the docs section and a Watch out note about the field flags that change list-view and search behavior.

Good to know

Section titled “Good to know”
  • Steps are concrete clicks or commands capped at about ten, with a Watch out section on security-relevant tasks like deleting records or exporting confidential data.
  • A task that spans several skills (say, standing up a full SOX cycle) is pointed at the right sibling skill or workflow template instead of crammed into one long list.
  • For a task the docs don’t cover, the skill offers to escalate with /coach-ticket-open under category how-to rather than guessing.
Section titled “Related”