lindy-core-workflow-b

Lindy Core Workflow B: Triggers & Multi-Agent Automation

Overview

Configure trigger-based automation, scheduled agents, and multi-agent delegation ("Societies of Lindies"). Covers all trigger types, trigger filters, multiple triggers per agent, and the Agent Send Message delegation pattern.

Prerequisites

• Completed lindy-core-workflow-a (agent creation)
• Integrations authorized (Gmail, Slack, etc.)
• For delegation: multiple agents created

Instructions

Step 1: Configure Trigger Filters

Trigger filters add conditional logic that determines WHICH events wake the agent. Filters are not case-sensitive and support AND/OR operators with condition groups.

Email trigger filter example:

Filter: sender contains "support" AND subject does not contain "auto-reply"

Slack trigger filter example:

Filter: channel equals "#help-desk" AND message contains "urgent"

Step 2: Multiple Triggers (Same Workflow)

One agent can respond to multiple trigger types feeding into the same workflow:

1. Create first trigger (e.g., Webhook Received)
2. Click "New Trigger" to add a second (e.g., Email Received)
3. Connect grey arrows from both triggers to the first action step
4. The agent processes both identically

Step 3: Multiple Workflows (Different Triggers)

A single agent can run entirely different workflows based on trigger type:

• Trigger A (Email Received) -> Classify + Draft Reply
• Trigger B (Chat Message) -> Search KB + Respond in chat Each trigger connects to its own action chain.

Step 4: Schedule-Based Triggers

For recurring automation (daily reports, weekly digests):

1. Add trigger > Schedule
2. Configure timing: Every weekday at 9:00 AM
3. Options: daily, weekly, monthly, or custom cron
4. The agent runs automatically at the scheduled time

Step 5: Calendar Event Trigger

For meeting-related automation:

1. Add trigger > Calendar Event Start
2. Set Minutes Offset:
   • -30 = trigger 30 minutes BEFORE event
   • +5 = trigger 5 minutes AFTER event starts
3. Use case: Pre-meeting briefing agent pulls attendee data and sends summary

Step 6: Multi-Agent Delegation (Societies of Lindies)

Build modular agent systems where specialized agents collaborate:

Architecture:

[Lead Generator Lindy]
    ↓ Agent Send Message
[Outreach Lindy]
    ↓ Agent Send Message
[Meeting Scheduler Lindy]

Setup:

1. Give the receiving agent an Agent Message Received trigger
2. In the sending agent, add action: Agent Send Message
3. Select the target Lindy from the dropdown (shows all agents with Agent triggers)
4. Choose what context to pass — selective context reduces token cost

Benefits:

• Modularity: Change one agent without affecting others
• Cost savings: Send only relevant context, not full history
• Specialization: Each agent excels at one task
• Shared memory: Societies share memory across tasks

Step 7: Linked Actions & Channels

Linked Actions create downstream execution paths after an action completes:

• Standard linked action: Immediate follow-up (email sent -> log to sheet)
• Channel: Listen for future events (email sent -> wait for reply -> process reply)

Multi-channel example:

Send Email → [Channel: Email Reply Received]
           → [Channel: Slack Message Received]
Each channel maintains its own conversation thread.

Step 8: Looping

For batch processing (e.g., process 50 leads from a spreadsheet):

1. Add a Loop step
2. Configure:
   • Items: Static list, dynamic data, or AI-generated
   • Max Cycles: Limit iterations (prevent runaway)
   • Max Concurrent: Parallel execution limit
   • Output: Data passed from inside the loop to subsequent steps
3. Only defined loop output is accessible outside the loop

Trigger Types Quick Reference

Trigger	Filter Options	Use Case
Webhook Received	Headers, body fields	External API integration
Email Received	Sender, subject, label	Inbox automation
Schedule	Time, recurrence	Recurring reports
Chat Message	User, content	Interactive bot
Slack Message	Channel, keyword, user	Team automation
Agent Message	Sending agent	Multi-agent delegation
Calendar Event	Event type, offset	Meeting automation
Google Sheets Row	Sheet, column values	Data pipeline

Error Handling

Issue	Cause	Solution
Trigger fires too often	No filter configured	Add trigger filters with AND/OR conditions
Delegation fails	Target agent missing Agent trigger	Add Agent Message Received trigger to target
Schedule not firing	Timezone mismatch	Verify timezone in agent settings
Loop runs forever	No max cycles set	Always set Max Cycles limit
Channel never activates	Reply sent to wrong thread	Verify thread context in channel config
Context too large	Passing full history to delegate	Use selective context in Agent Send Message

Resources

• Triggers
• Delegation 101
• Action Configuration

Next Steps

Proceed to lindy-common-errors for troubleshooting.