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Open an agent to create a custom job or use one of its released presets. Available options depend on the agent.

Create a custom job

  1. In Sidecar, select Agents.
  2. Open the agent that should perform the work.
  3. Click New job.
  4. Complete the form.
Empty New job dialog with name, description, instructions, repositories, and delivery fields

Start with a custom job when you need your own instructions and scope.

Name and description

Use a name that describes a repeatable outcome. The optional description appears in the job list.

Instructions

Describe what the agent should do on every run. State the target, expected result, validation, and important boundaries.

Repositories

Select one or more repositories, or leave the selection empty to use all currently accessible repositories. Learn how the scope changes over time in Configure a job.

Delivery

Available options depend on the agent’s repository requirements:
  • Open a pull request
  • Push to a branch
  • Text response in Agent Console

Trigger

Choose:
  • Manual — the job runs only when an Account Admin clicks Run now.
  • Scheduled — the job runs on an interval, at specific hours, or from a cron expression. Run now remains available.
Custom jobs cannot select webhook, monitor, or chat triggers. Sidecar owns those trigger types for specialized workflows. Click Create job to open its configuration page.
MCP servers and tool permissions are not part of the New job dialog. Configure them after Sidecar creates the job.

From a preset

Agents with released presets show From preset beside New job.
  1. Click From preset.
  2. Review the preset’s resources, trigger, and starting state.
  3. Add the preset.
  4. Open the installed job and review its readiness, MCP selection, tool permissions, and active state.
Optimization preset dialog with Expensive query review installed and dbt project health available

The preset catalog distinguishes installed workflows from presets you can add.

Sidecar owns the preset’s name, description, instructions, repository contract, delivery, and trigger. Updating a released preset can update those product-owned fields. Deleting a preset job does not remove it from the catalog. You can restore it as a fresh job later.

From a template

A template is a read-only definition that never runs directly.
  1. Click From preset.
  2. Click View template.
  3. Review the fixed workflow.
  4. Click Duplicate.
  5. Configure and activate the new copy.
Custodian uses this flow. Follow the Custodian downstream-impact review recipe for its additional GitHub and repository requirements.
Immutable Custodian downstream-impact review template with Duplicate button

The Custodian template is read-only until you duplicate it.