Getting started

Set up your first assignment with our team.

Our team helps you connect your data, configure a task, and learn how to review and adjust it.

Book a demo

Settings/Integrations

IntegrationsConnect the tools your first assignment reads

CRM

SalesforceAccounts, contacts, and contractsConnectConnected

Events

MixpanelProduct usage eventsConnectConnected

Calls

GongCall recordings and transcriptsConnectConnected

Assemble renewal reportsEvery Monday · for Emma

Inputs we’ll use

SalesforceContracts that renew in the next 30 daysChange

MixpanelUsage since the last renewalChange

GongCalls with each account since the last renewalChange

Actions we’ll apply

Compares seat usage with the contractChange

Lists open support tickets and promisesChange

Outputs we’ll produce

TrigRenewal report for each accountChange

Nothing runs until you start it. Change any line that isn’t right.Change the promptStart running it

Assignments/Assemble renewal reports

Building resultsThis assignment is being built and will be ready shortly

Renewing in the next 30 daysToday at 9:00 am · 3 reports

Oct 13HarborRachel Evans$142k

Oct 20Kestrel GroupJo Berg$61k

Oct 27FernwayMark Owens$88k

HarborRachel Evans · renewal report

HealthSlipping↓ Two objectives lost since the last call

Active people21 a week↓ Down from 38

Open promises1of 2 made on calls

RenewalOct 13$142k a year

Step 1

Start with one customer need.

Bring a recurring task your team needs help with. We’ll explore how agents could take it on.

Stalled onboarding
Draft a follow-up to help the customer complete setup.
Upcoming renewals
Prepare a report covering usage, support history, and open commitments.
Customer meetings
Assemble a brief with recent changes and the points to discuss.

Step 2

Map your tasks to each system.

We help map and connect the systems your tasks rely on. Your team provides context and authorizes access.

01
Identify the tasks
Explain your current approach, choose the accounts, and identify who will review the work agents produce.
02
Map tasks to records and systems
Identify the records and conversations the task needs, and whether there is a specific data format to follow.
03
Authorize access
Approve the connections needed to read data or carry out the task.

Explore Integrations

Step 3

Decide what agents should do and when.

Trig turns your task into an assignment with clear instructions, custom skills, selected accounts, and permitted actions.

What to produce and which customers it applies to.

Explore Trig Agents

Add an assignment✕

Say what you want done and Trig plans it out.

Who it’s for

PeopleEach person gets it for their own accounts.CLCarlSRSarah

When it runs

On a scheduleEvery 1 day at 6:40 am

What it doesIn plain English, explain what this assignment should do

Draft a follow-up for each new account that misses an onboarding milestone.

Nothing runs until you have reviewed the planPlan it out

←Follow up when a new account misses an onboarding milestoneDaily · 6:40 am

Inputs we’ll use

HubSpotNew accounts signed in the last 30 days · 5 accountsChange

MixpanelOnboarding milestones each account has reachedChange

Actions we’ll apply

Finds each account that missed a milestoneChange

Writes a follow-up to the account’s admin about the missed stepChange

Outputs we’ll produce

GmailEmail draft for each account that missed oneChange

Accounts it applies to todayNorthbeamRiversideSummitWestbrookGreenfield

Nothing runs until you start it. Change any line that isn’t right.Start running it

Step 4

Check the work and adjust the instructions.

Review what each run produced and see whether anything prevented it from finishing.

Check the briefs, drafts, or record updates against the agreed task. Adjust instructions, accounts, or timing as needed, or pause the assignment.

Needs you shows blocked work, the reason, and the step needed to resolve it. We’ll show you how to review and make changes yourself.

Explore the Control Panel

Assignments/Follow up when a new account misses an onboarding milestone

This morning’s runToday · 6:40 am · 5 accounts checked

Accounts checked5

Drafts created4

For you to check1

Not needed1

AccountWhat happenedWhat Trig did

SummitIntegration not connected after 6 daysDrafted in Carl’s Gmail

WestbrookTeam invite not accepted after 9 daysDrafted in Sarah’s Gmail

NorthbeamNo first report after 10 daysDrafted to the new admin · for you to check

RiversideIntegration not connected after 8 daysDrafted in Carl’s Gmail

GreenfieldReached all five milestonesNo follow-up needed

Customer proof

Kyle Norton, Chief Revenue Officer at Owner

$1.3mValue generated12x return on investment

“Trig transformed our onboarding velocity, significantly reduced our time to value, and materially drove ARR growth. Lots of software tools are useful, but few impact our bottom line like Trig. It’s an incredible product.”
Kyle NortonChief Revenue Officer, Owner

Step 5

Measure progress before expanding.

Review completed tasks, your team’s time, and customer progress to decide what to keep, change, or expand.

Work completed
Did the assignment produce the expected work for the selected accounts?
Team time
How much time does the task take now, including reviewing and correcting agent work?
Customer progress
Are customers reaching the milestones you chose, such as completing setup or adopting a key workflow?

FAQ

Frequently asked questions.

How long does it take to set up Trig?

Most teams have their first signals and agents running within a few weeks. The time depends on how many tools you connect and how your data is organized. Our team does the setup with you.

What does our team need to do during setup?

You explain the task and how you handle it today, choose the accounts, approve access to the tools involved, and review the first results. We do the connections and the setup.

What if our data is messy?

Most companies’ customer data is spread across tools and not perfectly organized. We review your setup, match customer records across tools, remove duplicates, and bring everything into one model. Our forward-deployed engineers handle the data work with you.

What should our first assignment be?

Pick one recurring task your team spends time on. Common first assignments are following up with customers whose onboarding has stalled, preparing renewal reports, and preparing briefs before customer meetings.

Do we need technical skills to use Trig?

No. Trig is built for revenue and customer success teams. You can ask questions, choose accounts, and give agents tasks in plain language.

How do we know it’s working?

Check three things after the first runs: whether the assignment produced the work you expected, how much time your team now spends on the task, and whether customers are reaching the milestones you chose. Then decide what to keep, change, or expand.

Get started
today.

Book a personalized demo to discuss your accounts, the work you need done, and what setup would involve.