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Agents are automated workflows that monitor your data, evaluate conditions, and take action across connected systems. They replace manual data tasks with reliable, repeatable automation.

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What Agents do

  • Automate repetitive work - data updates, exports, notifications
  • Maintain data quality - find and fix inconsistencies across systems
  • Migrate data - move records between systems without storing them in BonData
  • Send alerts - notify teams about critical changes or required actions

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Agent types

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Automation Agents

Monitor data changes and trigger actions in real time. Examples: Notify accounting about overdue invoices. Prioritize support tickets from low-NPS accounts. Escalate cases that exceed SLA.

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Migration Agents

Move data between systems with field mapping. Examples: Import Salesforce accounts from a CSV. Migrate closed HubSpot deals to Salesforce. Sync CRM data with your warehouse.

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Data Quality Agents

Identify and resolve data inconsistencies. Examples: Find contacts without email addresses. Detect mismatched records across CRMs. Track data completeness thresholds.

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How it works

1

Get Data node

Select a data source and entity to monitor.

Adding a Get Data node

2

Filter node

Define conditions that identify records needing action. If your filter references a different integration than your data source, a Bond node appears automatically to link the systems.

Configuring a filter with conditions

3

Action node

Choose what happens when conditions are met - create records, update fields, send notifications, or generate exports.

Setting up an action node

4

Save, Test, and Run

  • Save - persist your changes
  • Test - simulate the Agent without triggering live actions
  • Run - activate the Agent on your chosen schedule

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Next steps

Building Agents

Detailed guide to filters, Mentions, trigger settings, and execution modes.

Sample Use Cases

Ready-made Agent templates across finance, CRM, support, and more.