The Trigger Another Workflow tool allows Neo Agent to trigger other configured workflows when it determines they’re appropriate for the current ticket.
What It Does
When enabled, the agent can:
- Analyze the ticket and determine if another workflow applies
- Trigger any of the configured workflows
- Chain workflows together for complex automation
Use custom instructions to specify WHEN and WHICH workflow(s) to trigger. Example: “If the ticket mentions mailbox permission or shared mailbox access, consider triggering the Mailbox Access Review workflow.”
How to Use
- Enable the tool and select which workflows can be triggered
- Provide custom instructions on when to trigger each workflow
- Keep the allowlist focused on workflows you’re comfortable being triggered automatically
Example Instructions
Trigger the "User Onboarding" workflow when tickets mention:
- New employee setup
- New hire
- Account creation needed
Trigger the "Password Reset" workflow when tickets mention:
- Forgot password
- Can't log in
- Reset my password
