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AgentsLifecycle & automationWhat lifecycle automations are

What lifecycle automations are

Lifecycle automation is the work that happens around an agent once it exists — the upkeep, recurring runs, and safety checks that keep it useful without someone starting a chat every time. Where the Agent Builder defines what an agent is, lifecycle automation defines when and how it runs on its own.

The three building blocks

MechanismWhat it doesWhere it lives
Scheduled & recurring runsRun an agent at a set time or on a repeating schedule./automation — managed as tasks.
Event triggersRun an agent when an external event happens (a new email, ticket, record, etc.).Triggers tab in the builder.
Guardrails (before/after checks)Validate, redact, or block input before the model and output after it.Capabilities → Guardrails.

Together these let an agent operate as a background worker: it wakes on a schedule or an event, runs its instructions, and is wrapped by safety checks each time.

When to use it

Reach for lifecycle automation when an agent needs to:

  • Produce something on a cadence — a daily digest, a weekly report, a monthly refresh.
  • React to events instead of waiting for a person to ask.
  • Re-check or refresh data so its answers stay current.
  • Apply consistent safety or policy checks on every run.

If an agent only ever runs when a person chats with it, you don’t need lifecycle automation yet.

How the pages in this section fit