Please add explicit trigger controls for AI Field Agents so users can choose exactly which field changes cause an automatically running Field Agent to execute.
I originally understood the
Run Automatically
setting to mean the agent runs whenever any part of the record is updated. SmartSuite's current documentation clarifies that automatic runs actually occur when
fields referenced in the AI Field Agent prompt change
.
That is useful behavior, but it creates a different limitation:
fields used as AI context and fields used as execution triggers are currently the same thing.
For example, an AI Field Agent might reference both:
*
Transcription
— the source content that should cause the summary to regenerate
*
Helpful Instructions for the AI
— additional context the AI should use
Both fields need to be available to the prompt, but a user may want only
Transcription
to trigger an automatic run. There is currently no explicit setting to distinguish
“use this field as context”
from
“run the agent when this field changes.”
Ideally, AI Field Agent settings would include a
Run when these fields change
option that allows one or more trigger fields to be selected independently of the fields referenced in the prompt.
It would also be useful to support trigger conditions such as:
* Changes to any new value
* Changes to a specific value
* Becomes populated
* Is cleared
This would make AI Field Agent behavior more explicit and predictable, avoid unnecessary AI runs, and support more precise automated workflows.
There is also a UX issue related to this. The current tooltip for
Run Automatically
says:
“Allow AI to run automatically when a record is updated”
That wording implies a record-level trigger, while the documentation says automatic runs are based on changes to referenced fields. At minimum, the tooltip should be updated to accurately describe the current behavior, for example:
“Allow AI to run automatically when a field referenced in the prompt is updated.”
Explicit trigger-field configuration would be preferable because it would allow prompt context and execution logic to be controlled independently.