Triggers
Workflow triggers are automated, predefined events or conditions that initiate a workflow when specific criteria are met.
Webhook
- Open the workflow, select Agent Team Settings
(
), and go to the Triggers tab. - Select Add for webhook trigger, and enter the input name and type.
- Save and publish the workflow.
You can configure an email trigger to call a workflow when an email is received in a monitored account. Each workflow can monitor only one unique inbound email account. You're not allowed to use the same inbound email account for another workflow.
To allow the workflow to be triggered by incoming emails:
- Register the inbound email account in AI Agent Studio. See Add Email Accounts.
- Open the workflow, select Agent Team Settings (
), and go to the Triggers tab. - Select Add for email trigger and select your registered inbound email account.
- Save and publish the workflow.
To verify that emails received in the selected inbound email account will now trigger this workflow:
- Go to the Monitoring and Evaluation tab and open the Activities subtab.
- Go to Inbound Emails to view the contents of the trigger email messages and verify the messages are initiating the workflow correctly.
Schedule
You can configure a scheduled trigger based on a defined time interval, to call a published workflow without user interaction or API calls. Scheduled triggers are useful when workflows need to run on a regular basis or at fixed intervals.
To allow the workflow to be triggered at a scheduled date and time:
-
Open the workflow, select Agent Team Settings (
), and go to the Triggers tab. -
Select Add for schedule triggers and choose the type of schedule to create.
Type Description Interval Run the workflow between fixed time periods, for example every 100 minutes, every 10 hours, or every 5 days. Recurrence Run once at a specific time or repeatedly on calendar patterns, such as daily, weekly, or monthly. Enter a start time and an optional date and time for the recurrence to end. - Save and publish the workflow.
To verify that your scheduled trigger is initiating the workflow correctly:
- Go to the Monitoring and Evaluation tab and open the Activities subtab.
- Go to Schedules to view the entry and verify the scheduled trigger is initiating the workflow correctly.