An autonomous agent watches a metric you choose, judges it against one condition, and takes a single action the moment that condition is met. It is one standing conditional, not a workflow. Where an automation runs its steps every time, an agent usually does nothing and acts only when its judgment fires. The value is the one time it acts.
Pipelines & automations →Watch net revenue churn. When it breaks the line, alert the CSM and open the account doc, before it ever shows up in the renewal.
Watch daily ad or cloud spend. The moment it spikes past budget, page the owner before the invoice does.
Watch a key metric for a break in pattern, then hand off to Fi to investigate and resolve.
An autonomous agent is deliberately narrow. You stay in control of what it watches and what it’s allowed to do.
Each agent watches a single metric you choose, not your whole warehouse.
It can take exactly one action you define. Nothing else.
Every autonomous agent starts disabled. You turn it on deliberately.
After it acts, it waits. No runaway loops, no alert storms.
Disable it in one click. It only ever acts within bounds you can change or revoke.
The agent writes the queries. The platform keeps them honest, so your CFO can trust the numbers that land on their dashboard.
Agents query defined metrics, so the numbers stay consistent across every dashboard, every time.
Define who can see and do what across workspaces, docs, and integrations, and scope rows per customer when you embed. Permissions the agents can't route around.
Every change tracked in a filterable audit log. Your CFO can trust what the agents do.