How to Configure Trigger Conditions for Auto Agents in Eve

Overview

This article walks you through configuring when an Auto Agent runs automatically in Eve. You'll learn how to choose a schedule type, write Additional Condition rules, use preloaded condition templates, and apply best practices to ensure your agent runs on the right matters at the right time. This configuration is required to activate automatic execution for any agent.

Prerequisites

• You must be a Firm Admin to configure triggers for Auto Agents

• You must have already created an agent (Chat, Drafting, or Discovery Response) that you want to run automatically

• You should understand which matters the agent should evaluate and what conditions qualify a matter for agent execution

Step-by-Step Instructions

1. Choose a Schedule Type

The schedule type determines how often Eve checks whether your agent's conditions are met. Navigate to your agent's configuration page and select one of two schedule types:

On Matter Update — Eve evaluates the agent every hour in UTC. Only matters with activity in the last 24 hours are checked (activity means a new document was uploaded or a medical overview was run). Use this schedule when the agent should respond to new case activity as it happens, such as summarizing newly uploaded medical records or responding to discovery requests.

Monthly — Eve evaluates the agent once per month on a date you choose (for example, the 1st of every month). Only matters with documents uploaded or a medical overview run in the last 30 days are checked. The evaluation runs at midnight Pacific Time on the selected date. Use this schedule for recurring tasks like monthly client updates, case status reviews, or periodic audits.

When you select a schedule type, you should see a confirmation message displaying the evaluation frequency and lookback window. For On Matter Update, expect to see "Evaluates every hour; checks matters with activity in the last 24 hours." For Monthly, expect to see "Evaluates on [selected date]; checks matters with activity in the last 30 days."

2. Write or Select an Additional Condition (Optional)

An Additional Condition is an extra rule that must be true before the agent runs. Without one, an On Matter Update agent runs whenever any document is uploaded or the medical overview is run. Additional Conditions let you narrow execution to specific scenarios.

You have two options: select a preloaded condition template or write a custom condition in natural language.

Option A: Use a Preloaded Condition Template

Eve provides eleven preloaded condition templates covering common use cases. Click the "Select a condition template" dropdown and choose the template that matches your intent:

• If a new matter is created

• If new documents are uploaded

• If new [document title, type, or category] are uploaded

• If new documents are uploaded to [X] folder

• If a new matter is created AND new [document title, type, or category] are uploaded to [X] folder

• If new documents have been uploaded in the last [X] days

• If a new matter is created and not until at least [X] days after the matter was created

• If any correspondence from an insurance adjuster is uploaded

• If an answer from any defendant is uploaded

• If a court order or ruling is uploaded

• Custom condition (free text — describe in natural language)

When you select a template with placeholders (such as [X] or [document type]), you'll see input fields appear where you can specify the exact values. For "If new documents are uploaded to [X] folder," enter the exact folder name as it appears in your matters. For "If new [document title, type, or category] are uploaded," specify the document classification or name you want to trigger the agent.

Option B: Write a Custom Condition

If none of the templates match your needs, select "Custom condition" and write your condition in plain language. Describe exactly what must be true for the agent to run. For example: "When new ER records are uploaded and the matter is less than 60 days old" or "When correspondence from State Farm is uploaded to the Insurance folder."

After entering your condition, you should see it displayed in the "Additional Condition" field. Eve will interpret this condition during each evaluation cycle.

3. Apply Best Practices for Writing Precise Conditions

Well-written conditions prevent agents from running too broadly, too often, or on the wrong matters. Follow these guidelines when writing or customizing conditions:

Specify new vs. existing data explicitly — If the agent should only run on newly added documents, say "new documents uploaded to X" rather than "documents exist in X." Without this distinction, Eve cannot tell whether existing documents should qualify.

Use exact folder and document names — The system treats folder and document names as exact matches. A folder named "DISCOVERY" won't match "DISCOVERY RECEIVED." Before setting the condition, verify the exact folder or document name in your matters and ensure consistent naming across matters. If folder names vary across matters, build those variations into your condition using AND/OR logic (for example, "files in DISCOVERY or DISCOVERY RECEIVED folders").

Narrow your scope intentionally — Broad conditions like "any document uploaded" increase noise and false positives. Filter by folder name, document type, or recency to keep the agent focused. For example, "new medical record documents uploaded in Medical Records folder" is more precise than "any document uploaded."

Specify recency when relevant — If the agent should prioritize recently uploaded documents, include a time filter in your condition such as "documents uploaded in the last 7 days" or "documents uploaded in the last 30 days." This is especially useful for Monthly agents that evaluate matters periodically.

Tell the agent what to ignore — If certain document types would create noise, explicitly exclude them in your condition. For example, "do not include emails between plaintiff and my law firm" or "exclude draft documents."

When you've written or selected your condition, you should see it displayed clearly in the agent configuration interface. The condition should read as a plain-language rule that unambiguously describes when the agent should act.

4. Save and Activate the Trigger

Once you've configured the schedule type and Additional Condition, click "Save" or "Activate" to enable the trigger. The agent will begin evaluating matters at the next scheduled interval — the next full hour for On Matter Update agents, or the next occurrence of the selected date for Monthly agents.

If you created the agent at 2:35 PM and selected On Matter Update, the first evaluation will occur at 3:00 PM. If you created a Monthly agent on March 4th at 2:35 PM and selected the 4th as the run date, the first evaluation will occur at 3:00 PM on March 4th, and the next evaluation will occur at midnight Pacific Time on April 4th.

After saving, you should see a confirmation message indicating the agent is now active and the next evaluation time. You can verify the configuration by navigating to the Agents page and checking the agent's status.

5. Verify the Trigger Configuration

Before the agent begins automatic execution, confirm that the schedule type and Additional Condition are configured correctly. Open the agent's configuration page and review:

• Schedule type matches your intent (On Matter Update for event-driven execution, Monthly for recurring tasks)

• Additional Condition accurately describes when the agent should act

• Folder names, document types, and other references match the exact values used in your matters

• Exclusions or recency filters are present if needed

If any part of the configuration is unclear or incorrect, edit the agent and update the trigger settings before the next evaluation cycle. Changes to the trigger condition reset all matter evaluations, so the agent will start fresh against all open matters after you save.