Workflow triggers

Triggers determine how your workflow starts. Each workflow needs exactly one trigger as the first node.

Trigger types

Email received

Fires when a new email arrives in the case inbox. Use this to process incoming correspondence automatically.

Manual Trigger

Started by clicking Run in the workflow interface. Use this for on-demand workflows you control directly.

Scheduled

Runs automatically on a recurring schedule. Use this for periodic tasks like daily summaries or weekly reports.

Deadline Approaching

Fires on a specific date or before it. Use this to generate preparation documents or reminders ahead of court dates, filing deadlines, or contract expirations.

Assignment Updated

Fires when an assignment on a case is updated. Use this to keep your team synchronized when responsibilities change.

Adding a trigger

When you create a new workflow, you start with a trigger node. Click the trigger node to configure its settings, or choose a different trigger type from the Add Node menu.

Next step

After your trigger, add AI and document nodes to define what happens when the workflow runs.