Manage agent triggers for project events
Configure, review, activate, and delete automation triggers that connect project events to agents.
This guide is designed for project manager.
Steps
Step 1: Open the agent triggers list
Navigate to the Autonomy or Automation area for your project and open the Triggers section to see all configured agent triggers for the selected project.
Step 2: Review trigger details
In the triggers table, review each trigger’s name, linked agent, event type (for example, "Document Created" or "Task Completed"), status badge, and when it was last updated.
Step 3: Create a new trigger
Select the New trigger button (usually with a plus icon) to start configuring a new agent trigger that will run when a specific project event occurs.
Step 4: View and edit a trigger
Click the view icon or the row action menu (three dots) for a trigger, then choose to view or edit it to adjust the agent, event type, or other trigger settings.
Step 5: Enable or disable a trigger
Use the toggle switch in the trigger row to turn a trigger on or off; the switch updates the active status and the status badge reflects the current state.
Step 6: Refresh the trigger list
Use the refresh icon to reload the triggers list and ensure you are seeing the most up-to-date status and configuration for all triggers.
Step 7: Delete a trigger
Open the action menu for a trigger, choose the delete option (bin icon), confirm in the pop-up dialog, and the trigger is permanently removed from the project.
Last updated: 2026-08-31