User Guide / Agent Workflows
When should I use a custom agent?
Use a custom agent when you catch yourself saying:
“we should do this every time”
“someone should get notified when this happens”
“why are we still doing this manually”
“I wish this just happened automatically”
The best agents usually have three things in common:
the task happens repeatedly
the task follows a recognizable pattern
the value comes from doing it quickly and consistently
Good agent candidates include:
pre-meeting prep
post-meeting follow-up
transcript summaries and action items
deal alerts
weekly or daily reporting
routing signups, leads, or submissions
Slack or email notifications
recurring team reminders
agents triggered by webhooks
Start with something repeatable. Start with something valuable. Start with something your team already wishes would happen on its own.
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