> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/features/agents.md).

# Agents

Agents let you automate GTM processes in Zero. You can create custom agents by defining triggers and chaining actions together to eliminate repetitive tasks.

<figure><img src="/files/ZkqEyUZwSyyatCNNpHBq" alt=""><figcaption></figcaption></figure>

## How to create an agent in Zero:

{% stepper %}
{% step %}

### Set Agent trigger

Available triggers:

* Demo request form submitted (webhook request received)
* New record (company, contact, deal) added to workspace
* Record edited
* Record moved
* Based on a schedule
  {% endstep %}

{% step %}

### Set Actions

Available actions:

* Record actions: add, edit, remove records (company, contact or deal)
* List actions: Add or remove from list
* Run AI task: ask LLM to analyze some data as part of the workflow and pass the result to the next action(s)
* Post to Slack
* Send email: internal email notification or send email from connected mailbox
* Add a task
* Send to external systems: currently supported integrations: [Loops](https://loops.so/), [Resend](https://resend.com/) and [Apollo](https://apollo.io/)
* Webhook: send a webhook to any API: your app, PostHog, n8n, Zapier, your website (e.g. to provide a meeting booking link to a qualified inbound lead) etc.
* Round Robin: e.g. route incoming leads to selected users in your workspace in a sequential order
* Find records
* Wait
  {% endstep %}
  {% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.zero.inc/features/agents.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.