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
Agent types
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.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.Data Quality Agents
Identify and resolve data inconsistencies. Examples: Find contacts without email addresses. Detect mismatched records across CRMs. Track data completeness thresholds.How it works
1
Get Data node
Select a data source and entity to monitor.
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.
3
Action node
Choose what happens when conditions are met - create records, update fields, send notifications, or generate exports.
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
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.