Create An Agent

Step 1: Select Workflow

  1. Start Creating a Workflow:

    • Navigate to the Workflows section.

    • You have two options:

      • From Scratch: Click Create workflow > From scratch in the upper right corner.

      • From Template: Click Create workflow > From template to use a predefined template.

Step 2: Set Enrollment Triggers

  1. Define Enrollment Triggers:

    • Enrollment triggers are criteria that automatically enroll records into your workflow.

    • These triggers can be:

      • Onchain-Based: Criteria that filter specific records (e.g., transactions over a certain amount).

      • Event-Based: Triggers based on specific events (e.g., receiving a certain token).

      • Schedule-Based: Triggers that occur at specific times or intervals.

    • Tip: Learn more about setting enrollment triggers to ensure they align with your workflow’s purpose.

Step 3: Add Actions

  1. Select and Add Actions:

    • After setting your triggers, manually select the actions that should occur when the triggers are activated.

    • Example: You might add an action to "Send a notification" or "Execute a trade" when the conditions are met.

  2. Streamline Your Workflow:

    • You can clone or move actions to simplify the workflow setup.

    • If needed, add comments to any workflow action for future reference or to guide collaborators.

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