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Documentation Index

Fetch the complete documentation index at: https://docs.yourhq.ai/llms.txt

Use this file to discover all available pages before exploring further.

Automations let you wire up workspace events to agents — when something changes, an agent wakes up and handles it. No manual messaging needed.

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Supported triggers

Contact created

A new contact is added to the CRM.

Status changed

A contact moves to a new pipeline stage.

Fields updated

Specific contact fields are modified.

Task assigned

A task is assigned or reassigned to an agent.

Agent mentioned

An agent is @-mentioned in a task or document comment.

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How it works

Workspace event  →  Automation rule matches  →  Inbox item created  →  Dispatcher wakes agent  →  Agent processes work
1

Create a rule

Go to Automations and define when the rule should fire (trigger type + conditions).
2

Assign an agent

Pick which agent should handle the work when the rule fires.
3

Agent works in the background

The dispatcher wakes the agent, which claims the inbox item and processes it from its runtime.
Automations are great for repetitive work: enriching new contacts, drafting follow-ups when a deal moves stages, or notifying an agent when it’s mentioned in a comment.