AI Agent Types

TL;DR 

Choose from 3 prebuilt AI agents - Risk (flags overdue/blocked items), Triaging (classifies & routes new tasks), and Intake (validates request completeness) - or build a Custom agent with your own logic, triggers, and actions for unique workflows.

• Overview
• Triaging Agent
• Intake Agent
• Risk Agent
• Custom Agent
• Comparison Table
• What’s Next? 

Overview

You can start with three built-in (prebuilt) agents or design your own custom agent to suit unique workflows.

Triaging Agent 1

• Purpose: Classify and route incoming work based on content.
• What it does: Reads new task descriptions, identifies intent, and sets custom field values like priority or category.
• Ideal for: Teams with high volumes of incoming requests.
• Setup tip: Define which custom fields to populate and the classification options.

Intake Agent 2

• Purpose: Validate that new requests contain all required details before work begins.
• What it does: Reviews task descriptions for missing info and posts validation comments.
• Ideal for: Teams that rely on structured request intake.
• Setup tip: Define what "complete" means for your team (e.g., deadline, design link, assignee).

Risk Agent 3

• Purpose: Identify potential project risks early.
• What it does: Scans projects and tasks for overdue or blocked items and posts a summary comment.
• Ideal for: Project managers who want a quick project health check.
• Setup tip: Schedule daily or weekly runs; the agent posts its risk report as a comment automatically.

Custom Agent 4

• Purpose: Build your own intelligent automation tailored to your workflow.
• What it does: You define the role, logic, and triggers; choose actions like posting comments or updating fields.
• Ideal for: Advanced teams that want to automate unique workflows.
• Setup tip: Write a clear prompt describing what the agent should look for, how to decide, and what to do in each case. Test it in the Playground before deploying.

Comparison Table

What’s Next?

Create an AI Agent