AI Implementation

Event triggers

The signals that wake an AI workflow up and tell it to do something: a customer message, a payment received, a no-show on a calendar, a CRM field changing.

What it means

An event trigger is the moment a workflow starts. Events come from everywhere: a webhook from your booking system, a scheduled cron job at 7am, a CRM field flipping from 'new lead' to 'qualified', a customer message landing in WhatsApp, a transaction failing in Stripe. Each is a chance for the AI to act.

Well-designed triggers are specific. Not 'any change to a contact' but 'a contact who just paid their second invoice and has not been onboarded'. The narrower the trigger, the more precise the workflow that follows.

Why it matters

Triggers are the difference between an AI agent that customers ask for help and one that proactively shows up at the right moment. Reactive AI is useful; proactive AI is transformative. The agent that messages you when your subscription is about to lapse, with a personalised offer, is worth more than the agent that answers your question after you have already cancelled.

Choosing the right triggers is also where most of the work in workflow design lives. The trigger sets the entire context of the workflow that follows.

Example

A fitness studio sets a trigger on 'class booking made within 2 hours of class start'. When it fires, the AI agent sends a confirmation, blocks the slot, sends a 'how to find us' message with directions, and adds the member to a post-class follow-up sequence. Last-minute bookings, which used to slip through, now convert to retained members 3x more often.

Where this comes up

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