Workflow Triggers Deep Dive

Last updated: May 20, 2026

The full taxonomy of what can start a workflow run.

Trigger categories

Category

What it fires on

Examples

Entity event

A content/task event happens

Content created, content scheduled, status changed

Entity field change

A specific field on an entity changes

Caption edited, scheduled time set, platform added

Comment

A comment is created

Comment with @mention, comment on specific entity

Approval

An approval event

Approval requested, approval given, approval denied

Share email

A share email is interacted with

Reviewer opens email, reviewer comments, reviewer approves

Schedule

Time-based

Every Monday at 9am; first of the month

Manual

A user manually runs the workflow

"Run this workflow on this content now"

Social link

An anonymous social-link flow completes

Partner uploads media via tokenized link

Created vs Updated

For entity triggers there's an important distinction:

  • Created triggers fire only when a new entity is created. Filters are limited — you can filter by status at creation time, but not by tag, platform, assignee, or auto-publish (because those typically aren't set at creation).

  • Updated triggers fire when a specific field changes on an existing entity. Filters include the field being changed and its from/to values. Use these for "when content moves to APPROVED" or "when Instagram is added as a platform."

Example: "When Instagram content is created" should be an Updated trigger on the content's platforms, not a Created trigger filtered by platform — at creation time, the content typically has no platforms yet.

Trigger filters

Most triggers support filtering to narrow when they fire:

  • Status filter — only fire when the entity is in / moves to a specific status

  • Platform filter — only for content with specific platforms

  • Tag filter — only for entities with specific tags

  • Project filter — only for entities in specific projects

  • Assignee filter — only for entities assigned to specific users

Multiple filters AND together.

Trigger configuration

Triggers have a configuration panel that varies by type:

  • Entity-change triggers: pick the field and the from/to values

  • Schedule triggers: pick the recurring cadence (cron-style or human-readable)

  • Comment triggers: pick the entity scope (any type or a specific type)

Trigger locking

When a workflow is active, its trigger configuration is locked to prevent breaking active runs. To edit the trigger, deactivate the workflow first.

Recurring triggers vs recurring jobs

There's overlap that confuses people:

  • Recurring trigger — starts a workflow on a schedule (cron-like). The workflow does whatever phases you configure.

  • Recurring job — a separate platform-level feature that runs scheduled, often-simpler actions (e.g. "send a daily recap email"). Recurring jobs aren't workflows.

If your need fits "do this whole multi-step process on a schedule," use a recurring trigger. If it's "send this digest every morning," use a recurring job. See the Recurring Jobs article.

Manual triggers

A workflow can be manually run on a target content item or task — from a button on the item's detail page, or by asking Ella. The target item is passed to the workflow's phases as context. Manual triggers are useful for workflows you want available on demand without a fixed event firing them.

Trigger feasibility gate

Before activating a workflow, Rella validates that the trigger configuration makes sense (no impossible filter combinations, and so on). Infeasible configurations block activation with an error message.

AI-assisted trigger authoring

In the workflow builder, Ella can draft a trigger from a plain-English description ("when a Reel is approved on Instagram"). Ella picks the correct trigger type (entity-change vs created), the right field, and the right filters. You can edit it afterward.