What This Covers
This page explains the two ways to trigger your agent: schedules (time-based) and event triggers (app-based). You’ll learn how each works and when to use them.Two Types of Triggers
| Type | How it works | Best for |
|---|---|---|
| Schedule | Runs at specific times (daily, weekly, monthly) | Reports, summaries, regular tasks |
| Event | Runs when something happens in an app | Reacting to emails, form submissions, updates |
Important: Agents can have either a schedule OR an event trigger—not both at the same time. To switch trigger types, disable the current one first.
Schedule Triggers
Schedule triggers run your agent at specific times you configure.Setting Up a Schedule
Choose frequency
Select how often to run:
- Daily: Runs every day at the same time
- Weekly: Runs on selected days of the week
- Monthly: Runs on selected days of the month
Set the time
Choose what time the agent should run. Your timezone is auto-detected, or you can select a different one.
Select days (if applicable)
- Weekly: Check which days (Monday, Tuesday, etc.)
- Monthly: Check which dates (1st, 15th, etc.)
Schedule Indicators
When a schedule is active, you’ll see:- A blue pill in the topbar showing the schedule (e.g., “Daily at 9:00 AM”)
- Next run time displayed in the schedule settings
Managing Schedules
| Action | How to do it |
|---|---|
| View schedule | Click the blue schedule pill in topbar |
| Change settings | Click schedule pill → adjust time/frequency |
| Disable temporarily | Click schedule pill → Disable |
| Remove entirely | Click schedule pill → Remove schedule |
Event Triggers
Event triggers run your agent when something happens in a connected app—like receiving an email, a new row in a spreadsheet, or a message in Slack.Available Events
Common event triggers include:| App | Example Triggers |
|---|---|
| Gmail | New email received, New email with label |
| Google Sheets | New row added, Row updated |
| Slack | New message in channel, New direct message |
| Calendar | New event created, Event starting soon |
| GitHub | New issue, New pull request |
| Forms | Form submission received |
Not all apps have event triggers. When configuring a trigger, you’ll see which events are available for each app.
Setting Up an Event Trigger
Browse triggers
You’ll see two sections:
- Your Apps: Triggers for apps already in your agent
- All Apps: Triggers for any available app
Configure (if needed)
Some triggers have configuration options:
- Gmail: Filter by label or sender
- Sheets: Specify which spreadsheet
- Slack: Choose the channel
Draft vs Live
Event triggers have two states:| State | Indicator | What happens |
|---|---|---|
| Draft | Amber/yellow pill | Trigger saved but not active. Agent won’t run automatically. |
| Live | Green pill with pulse | Trigger active. Agent runs when event occurs. |
Publishing Your Trigger
After saving, your trigger starts as Draft. To activate:- The Publish button appears in the topbar
- Click Publish to go live
- Status changes to green “Live” indicator
Testing Event Triggers
Before publishing, test with real event data:- Click Test (🚀) in the topbar
- A “Listening for trigger” modal appears
- Perform the action (send an email, add a row, etc.)
- When detected, your agent runs with the real data
- Review the results before publishing
Switching Trigger Types
You can’t have both a schedule and event trigger active simultaneously. To switch from schedule to event trigger:- Click the schedule pill → Remove schedule
- Click Add Trigger → select your event
- Click the trigger pill → Remove trigger
- Click Add Trigger → select Schedule
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Can’t enable schedule | Event trigger exists | Remove event trigger first |
| Can’t add event trigger | Schedule is active | Disable or remove schedule first |
| Trigger not firing | Still in Draft mode | Click Publish to go Live |
| Event not detected | App not connected | Check Accounts in topbar |
| Wrong data captured | Trigger misconfigured | Review trigger settings (labels, filters, etc.) |
Trigger Checklist
Decide: schedule (time-based) or event (app-based)?
Configure settings (time, frequency, or event type)
Connect required apps
Test before going live
Enable (schedule) or Publish (event trigger)
Monitor first automatic runs in History
Next: Integrations — Connect Your Apps →