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Reusable Assistant Agents

Turn repeatable work into saved assistant agents that can be inspected, run manually, or triggered in the background.

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Agents is included in these bundles

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Plugins / Productivity

Agents

Save, run, and manage assistant agents for repeatable workspace work

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  • Build Agents From Real Work
    • Save reusable agents — from assistant conversations
    • Review agent configuration — before running or sharing
    • Bind connectors and triggers — with clear readiness checks
    • Keep run history — for auditing and troubleshooting
  • Run Agents Your Way
    • Manual runs — for on-demand work
    • Scheduled triggers — for Background Agent work
    • Record triggers — for workspace events
    • Background consent — for connector-backed runs
  • Share With The WorkspacePublish agents for personal use, workspace reuse, or the Agents store when the user has the right access.

Integrations

Agents works great with

Threads

Attach agent results and follow-up context to workspace threads

Tasks

Create task follow-ups from agent runs

  • Productivity Suite5 plugins includedEverything you need to supercharge your workflow.
  • Agency Bundle5 plugins includedEverything agencies need to manage clients, projects, and billing.

Productivity

More Productivity plugins

Tasks

Smart task management with AI-powered creation, multiple views, and complete customization

Calendar

One calendar to see everything—tasks, meetings, time-off, and any date field from your workspace

Notes

Collaborative documents with templates, real-time editing, and record linking

Flows

Visual diagrams with freehand drawing, smart connectors, and real-time collaboration

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Triggers

Record Created

Schedule

Webhook

Actions

Send Email

Update Record

Create Task

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Loop

AI

Enrich Data

AI Chat

J

Julie

ACME · Settings

Conversation

Ask Nixa

New Deal Agent

New Deal Agent

Draft

Test

Publish

Yes

No

New Deal Created

Trigger: Record Created in Deals

Deal > $10,000?

Condition: Check amount field

Send Welcome Email

Action: Email template "Welcome"

Create Onboarding Task

Action: Assign to account manager

AI: Research Company

AI Action: Enrich with insights

Notify Sales Team

Action: Post to #sales channel

Wait 24 Hours

Logic: Delay before follow-up

Last run: 2m ago

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47 runs today

· 100%

AI suggests: Add follow-up delay

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