The Flow agent works at the automation layer of your workflow. It does not work inside individual cards or across boards. It works on the board you are currently viewing to help you design AI agents that trigger automatically when work moves through your workflow.

How to Open the Flow Agent

Click the AI icon in the left navigation bar. The Flow agent panel opens on the left side of your workspace. You must be on a board to use the Flow agent — it is scoped to the board you are currently viewing.

What You Can Ask the Flow Agent

When the Flow agent opens, it offers a set of quick actions. You can tap any of them or type your own question.

• Design a new agent — starts a guided conversation to design a custom AI agent for your workflow. The Flow agent asks you what the agent should do, when it should run, and what it should produce. You confirm before anything is created.
• Agent for a column — designs an agent that fires automatically every time a card enters a specific column on this board.
• Discuss an automation — helps you think through automation rules on your board and points you to the right place to set them up.

You can also type questions directly, such as:

• I want an agent that posts a comment when a card enters my Review column.
• Can I set up an agent that sends a Slack message when work gets blocked?
• How do I design an agent that breaks down a card when it is assigned to someone?

How Flow Designs Agents

The Flow agent guides you through a short conversation to understand what the agent should do. It asks about the trigger, the output, and the agent's boundaries before proposing a design. You review the design and confirm before anything is created.

Agents designed by the Flow agent can trigger in three ways:

• When a card enters a specific column
• When the agent is assigned to a specific task on a card
• As a step inside an existing automation rule

Once created, agents are disabled by default. You enable them and assign them to columns, tasks, or automation rules from Board Settings > AI Agents.

What the Flow Agent Will Not Do

The Flow agent helps you design. It does not act on your behalf.

Nothing is created until you explicitly confirm the design. The Flow agent will not assign agents to columns or automations, delete agents, or make any changes without your approval.

It will not work inside individual cards, redesign your board structure, analyze flow metrics, or prioritize work across your boards.

Agents designed by the Flow agent run at Level 2 — they fire automatically based on workflow events, but always within the boundaries you define. Fully autonomous agents that run on a schedule or chain other agents without a human trigger are not supported.

When the Flow Agent Hands Off to Another Agent

The Flow agent knows its boundaries. When your question belongs to a different agent, it will be handed off automatically rather than giving you a partial answer.

• Questions about prioritization across cards or boards are handed to the Guide agent
• Questions about execution inside a specific card are handed to the Card agent
• Questions about board design, columns, or WIP limits are handed to the Board agent
• Questions about flow metrics, cycle time, or forecasting are handed to the Insights agent