Once a plugin is installed, everyone in the workspace can use it. It always acts as you, with your access.
Slash commands in Chat
Type / in Chat. Plugin commands are listed after your playbooks and MCP tools, each with the plugin's icon. The list shows what each command expects — for example /prep account* date, where * marks a required value.
- Type the values in order:
/brief launch-plan. - Or name them:
/triage-contract file="Acme MSA.pdf" playbook=msa. Put quotes around values with spaces.
Most commands open the plugin's page with your values filled in.
Menu actions
Plugins add actions to the menus you already use. Each one shows the plugin's icon next to its name.
| Where | How to find it |
|---|---|
| Files | The ⋯ menu or right-click menu on a file, or the menu on an open file. Plugin actions sit after Download, Rename, and Share, and only appear for file types the plugin handles. |
| Table rows | Right-click a row, on the tables the plugin works with. |
| Workbook queries | The menu on a query cell in a workbook. |
| Dashboard panels | A panel's menu, after the export and alert options. |
Some actions open the plugin's page. Others do the work in place and show the result in a card you can Copy, Dismiss, or take further with Ask Chat about this.
If a step needs a person to approve it, the result says Some steps need a person to approve them. Open the plugin to approve.
Triggers
Triggers let a plugin work without anyone asking. Each trigger runs on one of these events:
- On a schedule
- When a row is added or When a row changes
- When a file is uploaded (optionally to one folder and of certain file types)
- When a Relay finishes a task
- When a workflow run finishes
Triggers only run after an admin approves background runs, and stop when they are paused or reach their cap. See Manage plugins.
A plugin can list a trigger on an event Agent Serve does not deliver yet. It shows as (not available yet) in the install review and Waiting for its event source on Manage, and does not run.
Open a plugin's pages
Plugins have their own pages too. Open them from the plugin's card on the Apps page, from Open in Discover, or from the left rail if an admin pinned it there.
Plugin skills
Skills a plugin adds — such as brief-writing from File briefs — join the workspace skill library. Chat and Relays can use them like any other skill.