User Guide / Agent Workflows
Agent triggers
Custom agents can start from these trigger types:
On a Schedule
Use this for recurring scheduled work.
Examples:
every weekday at 8 AM
every Friday at 4 PM
every Sunday evening
Best for:
summaries
recurring reminders
scheduled reports
daily prep
Before/after a meeting
Use this for agents tied to pre-meeting preparation or post-meeting tasks.
Best for:
before or after a meeting
timed follow-up
time-based automations around objects in Rox
On transcript completion
Use this when you want an agent to start as soon as a transcript is processed.
Best for:
meeting summaries
follow-up drafts
action item extraction
call analysis
On Opportunity Activity
Use this when you want agents to react to deal changes.
Best for:
risk alerts
stage-change agents
deal summaries
qualification checks
On webhook call
Use this when the event starts outside Rox.
Best for:
form submissions
signups
internal system events
external tool integrations
On clever column cell generation
Use this when a Clever column cell generation event should trigger follow-on work.
Best for:
downstream automation from generated values
