Workflow Triggers

Today, Agent Workflows 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 workflows 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 a workflow 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 workflows to react to deal changes.

Best for:

• risk alerts
• stage-change workflows
• 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