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Dialog start

Trigger workflow

Create Agent

Automate Actions by Connecting AI Agents with Workflows

Simplify automation by allowing your AI Agent to trigger workflows. With Jotform’s Trigger Workflow feature, an AI-powered agent can initiate workflows based on user interactions, ensuring the right actions happen at the right time. Whether it’s submitting a form, processing approvals, or kicking off a complex sequence.

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  • AI Agents Features
  • Tools Category
  • Trigger workflow

No more manual task management—let your AI Agent trigger workflows automatically. By setting up smart prompts, you ensure workflows are activated at the perfect moment, streamlining operations and improving efficiency.

AI-Powered Workflow Automation

Your AI Agent can automatically trigger workflows based on form submissions, ensuring that the right processes start instantly. From approvals to notifications, everything flows without delays.

Form-Based Workflow Activation

Whenever a form is completed, your AI Agent can initiate the next steps, like sending approvals, assigning tasks, or notifying team members—keeping your processes seamless.

User Guide
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Smart Triggering with AI Prompts

Control exactly when and how workflows start by defining AI prompts that align with user interactions. Ensure workflows activate at the most relevant moment for optimal automation.

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Why Use AI to Trigger Workflows?

  • Eliminate Manual Work – AI-powered triggers ensure processes start instantly without human intervention.

  • Improve Efficiency – Automate repetitive tasks and let workflows progress smoothly without delays.

  • Ensure Perfect Timing – AI prompts make sure workflows activate exactly when they’re needed.

  • No Coding Required – Easily set up AI-triggered workflows with Jotform’s intuitive automation tools.

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CATEGORIES
  • Introduction14
  • FeaturesGet Started 6
  • FeaturesChatbot 6
  • FeaturesConversations 5
  • FeaturesCustomer Support 4
  • FeaturesLive Chat 2
  • FeaturesPhone Agent 5
  • FeaturesVoice Agent 4
  • FeaturesForms 3
  • FeaturesActions 4
  • FeaturesTools 20
  • FeaturesIntegrations 7
  • FeaturesMultichannel Support 13
  • FeaturesEnterprise 3
  • FeaturesSecurity 4
AI Agents Features
Tools
Show video
Learn More: Show video

Show video

Enable your AI Agent to play relevant videos in response to user input. Provide dynamic and engaging information in every conversation.

Find in website
Learn More: Find in website

Find in website

Set up your agent to search websites for specific content. Whether it’s the latest news, product updates, or blog posts, your AI Agent can scan any website and return a list of relevant content.

Trigger workflow
Learn More: Trigger workflow

Trigger workflow

Let your agent start predefined workflows based on user interactions, whether submitting a form, processing approvals, or kicking off a complex approval sequence.

Send email notifications
Learn More: Send email notifications

Send email notifications

Enable your AI Agent to draft, customize, and send emails automatically, streamlining communication.

Show list of items
Learn More: Show list of items

Show list of items

Enable your AI Agent to display links, images, and actions to help users find what they need.

Schedule appointments
Learn More: Schedule appointments

Schedule appointments

Set up your agent to schedule appointments and manage bookings based on your availability.

Take notes
Learn More: Take notes

Take notes

Your AI Agent can monitor conversations and send you real-time email alerts whenever specific topics are mentioned.

Send API requests
Learn More: Send API requests

Send API requests

Allow your agent to interact with webhooks or external APIs to retrieve and send data.

Collect signature
Learn More: Collect signature

Collect signature

Enable your agent to request and collect e-signatures.

Get consent
Learn More: Get consent

Get consent

Allow your agent to obtain consent for terms and conditions.

Take photo
Learn More: Take photo

Take photo

Let your AI Agent use your webcam to take photos.

Forms
Learn More: Forms

Forms

Set up your AI Agent to automatically show a designated form based on specific prompts.

Show Location
Learn More: Show Location

Show Location

Allow your AI Agent to provide users with real-time location support by integrating Google Maps.

Calendly
Learn More: Calendly

Calendly

Enable your AI Agent to assist with calendar management by automatically sharing your Calendly link.

Create Task on Jotform Boards
Learn More: Create Task on Jotform Boards

Create Task on Jotform Boards

Streamline your workflow by allowing Jotform AI Agents to create tasks on Jotform Boards automatically.

Show Images
Learn More: Show Images

Show Images

Make conversations more engaging with visual content by letting your AI Agent display images at just the right moment.

Display PDF
Learn More: Display PDF

Display PDF

Your AI agent can automatically present the appropriate PDF when users ask for it.

Checklist
Learn More: Checklist

Checklist

Whether it’s onboarding steps, troubleshooting procedures, or daily to‑dos, your AI agent can show the right checklist at the right moment.

Shopify
Learn More: Shopify

Shopify

Let your AI Agent guide customers through product discovery, checkout questions, and order updates using real-time data from your Shopify store.

Set Appointment on Outlook
Learn More: Set Appointment on Outlook

Set Appointment on Outlook

Empower your AI Agent to automatically schedule meetings in your Outlook Calendar.

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