Want an agent to run automatically instead of launching it manually every time? Agent triggers let you automate an existing agent so Pod checks your deals on a recurring schedule, evaluates a trigger condition, and sends the matching results to Agent Feed.
How to access the agent trigger🤔
Open Pod.
Go to Account Settings.
Select Agents.
Choose the area that matches the trigger you want to set up:
Personal Agents for triggers tied to your own workflow
Org Agents for workspace-wide triggers managed by a workspace admin
If you still need to create the agent itself, start with Build a new agent. If you want help improving the prompt before you automate it, see the AI Agent Best Practices Guide.
How to create a new trigger ⊕
On the Agents page, click Add Personal Trigger or Add Org Trigger.
Select the agent you want to automate.
In the Agent Trigger drawer, review the settings for the new trigger.
Click Create Trigger.
If you are already viewing an existing agent, you can also click New trigger to start the same setup flow.
How to configure the trigger ⚙️
Recurring interval
Choose how often Pod should check for matching deals. You can use one of the built-in intervals:
Every 1 hour
Every 6 hours
Every 12 hours
Daily
Weekly
Custom
For Daily and Weekly, set the time Pod should run. For Weekly, also choose the day of week. For Custom, set the number of hours or days between each run. Pod shows the timezone it will use for the schedule.
Trigger Condition
Use Trigger Condition to describe the rule Pod should evaluate against each deal's recent activity. Pod checks this condition at every recurrence interval and only runs the agent when the condition matches.
Example: Run when a deal has been inactive for 7+ days
Run Mode
Choose how often the agent should run for deals that match the trigger:
Always run means the agent runs on every matching deal each time the trigger checks.
Once per deal means the agent runs only the first time a deal matches.
Active or inactive
New triggers can be left Active so they start running right away. If you are still testing the setup, you can turn a trigger off and enable it later.
Personal vs Org triggers 👯
Personal triggers are best when you want an agent to monitor your own deals for your own workflow.
Org triggers are best when the same automation should run across the workspace. Only workspace admins can create or edit Org triggers.
How to manage an existing trigger
Once a trigger is live, you can return to the Agents page to manage it.
Click a trigger to update its schedule, condition, or run mode.
Use the switch on the trigger card to activate or deactivate it.
Use the trigger menu to Duplicate or Remove a trigger.
For editable custom agents, you can also jump back to the agent itself if the underlying prompt needs changes.
Where results appear
Results from automated triggers appear in Agent Feed.
Review them in the Pod web app.
Review them in the Chrome Extension while you work in your CRM.
Open a result to jump into the related deal and agent context.
When to use agent triggers 🤖
Agent triggers are most helpful when you want Pod to watch for recurring workflow moments without you having to remember to launch the agent manually.
Common examples include:
checking for stalled or inactive deals
watching for specific deal changes on a schedule
running the same analysis across the whole team with an Org trigger
surfacing results in Agent Feed so you can review them later in one place
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