Workflow · Team
Form submitted → ask an agent to triage
Every form submission is handed to an agent with the submission to act on.
- Trigger
A stranger filled a form in and a record was createdForms - 1Action
Run an agentAgents - 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

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

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.
