Agents & Automations

Let the system act when something happens — from fixed steps to an AI agent that reasons over your records.

• GuideAgents and automations from first principlesAn automation watches for a trigger — a record changing, a scheduled time, an incoming message — and runs steps in response: a saved "when this, do that" the system carries out for you. When a response needs judgment rather than a fixed rule, a step hands off to an AI agent that reads the record and decides what to change — which is where a fixed workflow becomes agentic.