Skip to content
WorksBuddy Docs
AgentsSigi

How Sigi connects

How Sigi shares one data layer with the other WorksBuddy agents and triggers them automatically.

Every WorksBuddy agent shares one data layer and can trigger the others automatically. Because Sigi is wired into the suite, a signed contract does not stop at the PDF: it can create an invoice, update a deal, or start a project without manual hand-off. Here is how Sigi connects.

Automations Sigi triggers

When this happens in SigiConnected agentWhat happens
A contract is signedInzoAn invoice is created with contract value, client details, and payment terms pre-filled from the document.
A document is completedLioThe deal stage updates automatically so reps see contract status without switching tools.
An NDA or contract is signedTaroAn onboarding project starts with tasks assigned to the CS team and client context attached.
Contract values and completion rates updateMoniExecuted agreements feed Moni's revenue intelligence for a real-time view of committed revenue.

Automations that trigger Sigi

When this happens elsewhereSource agentWhat happens in Sigi
A deal is won in the CRMLioThe contract template is sent from Sigi, pre-filled with CRM data, in one click from deal won to signature request.
A workflow event fires (form submitted, proposal approved, or a custom event)RevoThe signing process is kicked off automatically by sending the document for signature.

Build a custom automation

Custom cross-agent automations are built with Revo, the WorksBuddy workflow automation agent. Use Revo to connect Sigi events to any other agent or external app.