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Flow targets

Flow targets

The target is what an agent works on when a flow starts it: a task, a repository, a CRM record or your whole workspace. You choose it on the on row of the flow editor. The on row only appears when the action is Start an agent run.

Target options

Option

The agent works on

Good for

whatever triggered it

The task or repository from the event

Reacting to each task or release as it happens

a specific task

One task you pick

A standing task, such as a weekly report

a specific epic

One epic you pick

Keeping an eye on a larger piece of work

a specific repository

One repository you pick

Code reviews, release notes, repository checks

this workspace

Your current workspace

Workspace-wide sweeps and summaries

CRM → a specific deal, contact or company

One CRM record you pick

Regular updates on a key account

For a specific task, epic or repository, pick it from the list after the dash. For CRM records, search for the record by name in the record picker.

Which targets you can use

Some combinations aren't allowed:

  • Schedules can't use whatever triggered it, because there's no event item. Choose a specific item or this workspace.

  • GitHub and GitLab push, pull request, merge request, review, check suite and pipeline triggers need an explicit target. If you leave whatever triggered it, Create flow shows Choose where the agent should run. Release triggers can use the event.

  • If you choose a specific option but don't pick an item, Create flow shows Choose a target.

The agent must support the target

Each agent is set up to work on certain kinds of items. After you choose a target, agents that can't work on it are greyed out in the using list. Hover over one to see the reason:

  • Works on … lists the kinds of items the agent supports.

  • Limited to another team means the agent belongs to a team other than the target's.

  • Needs a team-specific target means a team agent needs a task or epic from its team.

To use a different agent, change the target or update the agent's settings. See Agent ownership & team access.

How targets show on the flow

In the flow's detail panel, the On row shows your workspace name, the repository name, or the item type and ID you chose. For flows that use the triggering item, it shows the repository filter or Event target.

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