Workflow · Team

Form submitted → ask an agent to triage

Every form submission is handed to an agent with the submission to act on.

2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    A stranger filled a form in and a record was createdForms
  2. 1Action
    Run an agentAgents
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Forms

    A stranger filled a form in and a record was created

    The flow starts the moment this happens in Forms — nobody needs to press a button.

  2. 2

    Action · Agents

    Run an agent

    The Era agent you picked runs with the incoming details and does the job for you.

Apps it uses

  • Forms
  • Agents

To run it

  • Modules switched on: Forms, Era
  • Picking it in Era and looking it over once

Business setups that include this workflow

Similar templates

Start with Form submitted → ask an agent to triage

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era