User Guide / Agent Workflows
What can agents do?
Agents are flexible. The easiest way to understand them is through the jobs they take off your plate.
Scheduled agents
These run on a cadence you choose.
Use them when the same work needs to happen every day, week, or month without anyone having to remember.
Examples:
weekly customer health summary
daily strategic account report
Friday metrics post
weekly team reminder
Monday morning digest
Deal and account agents
These react to activity inside Rox.
Use them when you want Rox to notice changes and respond immediately.
Examples:
generate a summary when a new deal is created
alert stakeholders when a deal changes stage
run a risk assessment when activity goes quiet
Meeting and transcript agents
These help your team move faster before and after conversations.
Examples:
prep brief before a meeting
follow-up email after transcript completion
automatic meeting notes
action item extraction
Notification agents
These deliver outputs where your team already works.
Examples:
send a Slack DM when an agent finishes
post to a channel when a signal appears
email a weekly report
send an alert when a deal becomes risky
Reporting and artifact agents
These turn activity into something readable, shareable, and durable.
Examples:
HTML summaries
email-ready digests
slide decks
downloadable files
formatted text outputs
Advanced agents
These handle more technical or structured automation.
Examples:
data transforms
variables across steps
public catalog logic containers where available
webhook-triggered automation
compound multi-step flows
The point is not that agents can do many things.
The point is that work your team already knows should happen can now happen automatically.
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