Create a signal agent

Before you start

Use this guide when build an agent that finds buying triggers and routes them into your workflow.
Start with a small, reviewable example before applying the workflow broadly.
Confirm the required data, accounts, credits, and permissions are available before you begin.

Recommended workflow

Part 1

Clarify the goal

Write down the outcome, audience, owner, and success criteria before changing data or launching a workflow.

Create a signal agent: Goal definition — Create a signal agent

Part 2

Prepare the required inputs

Confirm the needed lists, connected accounts, permissions, credits, fields, templates, or source URLs are ready.

Create a signal agent: Required inputs — Create a signal agent

Part 3

Complete the workflow in a small pass

Build an agent that finds buying triggers and routes them into your workflow.

Create a signal agent: Workflow pass — Create a signal agent

Part 4

Review the result

Check the saved records, validation state, campaign readiness, or reporting output before using the result elsewhere.

Create a signal agent: Review result — Create a signal agent

What to do next

Apply the workflow to a small sample before scaling it across a full list, campaign, or workspace.
Use the related guides below for the adjacent setup, validation, or troubleshooting steps.

FAQ

Who should use create a signal agent?

Use this guide when you need to understand or complete this workflow inside AI agents and automation. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

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