Manus - Actions & Triggers in Workflows

Automate structured AI workflows by integrating Manus directly into Patient Copilot Workflows. With native Manus triggers and actions, you can create, manage, and continue AI tasks without third-party automation tools. This integration enables real-time AI execution, lifecycle-based automation, and scalable task orchestration directly inside Patient Copilot. * * * ## What is Manus – Actions & Triggers in Workflows? Manus is a task-based AI system where each task begins with a prompt, processes structured AI logic, and returns an output. Tasks can also be continued with additional prompts, allowing multi-step AI execution within a single task lifecycle. The Manus integration in Patient Copilot enables two-way automation: - Patient Copilot → Manus: Create, update, continue, fetch, or delete AI tasks using workflow actions. - Manus → Patient Copilot: Trigger workflows automatically when task events occur (such as task creation or completion). This eliminates the need for external middleware tools and allows you to build fully automated AI-driven workflows directly inside Patient Copilot. * * * ## Key Benefits of Manus Actions & Triggers Integrating Manus into Patient Copilot Workflows allows agencies and businesses to operationalize AI in a structured, scalable way. - Native AI Automation: Create and manage Manus tasks directly inside Patient Copilot without third-party tools. - Instant Task-Based Triggers: Automatically trigger workflows when Manus tasks are created or stopped. - Multi-Step AI Logic: Continue existing tasks with follow-up prompts to create structured AI workflows. - End-to-End Visibility: Track task IDs and execution logs within Patient Copilot. - Premium Workflow Integration: Manus steps function as Premium Workflow actions and support agency rebilling. - Scalable AI Operations: Build repeatable automations for prospecting, research, content creation, and more. * * * ## Prerequisites & Permissions Before using Manus triggers and actions in workflows, ensure the following requirements are met: - Workflow Access: You must have access to Automation → Workflows in the sub-account. - Premium Features Enabled: Manus triggers and actions are premium workflow steps and must be enabled at the agency level if required. - Valid Manus Subscription: AI task processing and usage limits depend on your Manus subscription plan. - API Key Access: You must generate a valid API key from your Manus dashboard. * * * ## Connecting Your Manus Account A one-time connection allows Patient Copilot to securely communicate with Manus via API authentication. ### Connect from Workflow Builder 1. In Patient Copilot, open Automation → Workflows and add any Manus action or trigger. → If not connected, click Connect Now and sign in to Manus to approve access. → If already connected, fields load instantly in the step.!(https://assets.patientcopilot.ai/a04be0f639527fcd.png) ### Connect from Integrations Page 1. Sub-Account settings → Integrations → Manus → Connect.!(https://assets.patientcopilot.ai/1b30d3096db57f77.png) Getting Your Manus API Key 1. Navigate to Manus API Settings. 2. Click on Create New. 3. Copy the generated API key. 4. Paste the key into the API key field when prompted. * * * ## Available Triggers (Manus → Patient Copilot) Manus triggers allow workflows to start automatically based on AI task lifecycle events. These triggers fire instantly when conditions are met. | Trigger | Description | | --- | --- | | New Task Created | Fires when a new task is created in Manus | | Task Stopped | Fires when a Manus task is stopped or completed | - Triggers fire instantly. - Triggers only activate for tasks created through Patient Copilot workflows. - Tasks created directly inside the Manus application will not trigger workflows. * * * ## Available Actions (Patient Copilot → Manus) Manus actions allow you to control AI task execution directly from within a workflow. | Action | Description | | --- | --- | | Create Task | Create a new task in Manus | | Get Task | Retrieve details of a specific task | | Update Task | Modify task metadata or parameters | | Fetch Tasks | Retrieve a list of tasks | | Delete Task | Remove a task | | Continue a Task with a Prompt | Add a follow-up prompt to an existing task | Each action requires a stored Task ID when referencing an existing task. * * * ## Best Practice: Store the Task ID Every time you use the Create Task action, Manus returns a unique Task ID. Storing this Task ID in a custom contact or opportunity field ensures reliable automation. This is required when using: - Get Task - Continue Task with Prompt - Update Task - Delete Task Without storing the Task ID, downstream workflow steps may fail or reference the wrong task. * * * ## How to Use Manus in a Workflow 1. Go to Automation → Workflows and click + Create Workflow (or open an existing one). 2. Select a trigger (Manus trigger or another workflow trigger)!(https://assets.patientcopilot.ai/a569d479f436aa9c.png) 3. Add a Manus action (e.g., Create Task)!(https://assets.patientcopilot.ai/4292822efae181ad.png) 4. Map merge fields such as: - {{contact.first_name}} - {{contact.email}} - {{opportunity.name}} 5. Optionally store the returned Task ID in a custom field 6. Add conditions or Wait steps 7. Test and Publish * * * ## Common Use Cases Below are practical agency and business examples. ### 1. Proposal Generation + ClickUp Review Task Goal: Auto-generate proposal when deal reaches “Proposal Requested” and create review task in ClickUp. Trigger Pipeline Stage Changed → Stage = Proposal Requested Workflow Steps 1. Create Task (Manus) Prompt: Generate a proposal for {{contact.first_name}} for {{opportunity.name}} including scope, deliverables, pricing, and timeline. 2. Store Task ID → manus_proposal_task_id 3. Wait (1–2 min) 4. Get Task (Manus) 5. Create Internal Note (Patient Copilot) → Attach draft 6. Create Task (ClickUp) → “Review Proposal – {{opportunity.name}}” 7. Internal Notification → Assigned sales rep Outcome: Sales gets a ready draft. Delivery sees task instantly in ClickUp. * * * ### 2. Lead Research + Google Contacts Enrichment Goal: Auto-research inbound leads before sales outreach. Trigger Form Submitted → Inbound Lead Form Workflow Steps 1. Create Task (Manus) Prompt: Research {{custom.company_name}}. Summarize industry, size, competitors, and likely pain points. 2. Store Task ID 3. Wait 4. Get Task (Manus) 5. Create Internal Note (Patient Copilot) 6. Update Contact (Google Contacts) → Add research summary 7. Internal Notification → Sales rep Outcome: Rep starts call with AI-generated insights. CRM and Google Contacts both enriched. * * * ### 3. Website Scraping & Personalized Prospecting (Opportunity-Based) Goal: Automatically research a prospect’s company website from an Opportunity and generate personalized outbound messaging. Trigger - Pipeline Stage Changed → “Prospecting” Store website in an Opportunity custom field: {{opportunity.website}} ### Step 1: Create Task (Manus) – Website Analysis Add Create Task (Manus). Prompt Example: ### Step 2: Store Task ID Save to: manus_scrape_task_id ### Step 3: Wait (1–2 min) → Get Task Use Get Task (Manus) to retrieve: - Website insights - Personalized email draft ### Step 4: Use the Output - Create internal note on Opportunity - Update Opportunity custom fields - Send generated email - Create follow-up task for SDR Outcome: When an Opportunity enters Prospecting, the system auto-researches the company and drafts tailored outreach — reducing manual SDR effort and improving personalization at scale. * * * ### 4. Competitor Ad Scraping + AI Content Generation (Manus + OpenRouter) Goal: Scrape competitor ads, extract messaging patterns, and generate differentiated ad creatives automatically. ### Trigger - Pipeline Stage Changed → “Content Strategy” - OR Opportunity Tag Added → “Ad Research” Store competitor URLs in: {{opportunity.competitor_urls}} ### Step 1: Create Task (Manus) – Scrape & Analyze Ads Add Create Task (Manus). Prompt Example: ### Step 2: Store Task ID Save to: manus_ad_research_task_id ### Step 3: Wait → Get Task Retrieve structured competitor insights. ### Step 4: Generate Creative (OpenRouter Action) Add OpenRouter Action. Prompt Example: ### Step 5: Route Output - Create internal note - Create “Review Ads” task - Push to ClickUp/Notion - Notify marketing team Outcome: When an Opportunity enters Content Strategy, competitor ads are analyzed automatically and differentiated creatives are generated — creating an AI-driven competitive intelligence and content engine inside Patient Copilot. * * * ## Frequently Asked Questions Q: Where can I view the full output of a Manus task? Full prompt history and task lifecycle details are available in your Manus dashboard. Q: How do I retrieve the output of a task inside Patient Copilot? Use the “Get Task” action and reference the stored Task ID to fetch the latest task details. Q: What are common reasons a task might fail? Integration disconnected, invalid Task ID, task already stopped, missing required prompt input, or API authorization failure. Check Automation → Workflows → Execution Logs for error details. Q: Do I need a paid Manus plan to use this integration? The integration works with Manus accounts, but usage limits and advanced features depend on your Manus subscription. Q: Are Manus actions and triggers premium workflow steps? Yes, they follow Patient Copilot Premium Workflow billing rules. Q: Is there a limit to how many tasks I can create? Task limits depend on your Manus subscription plan and API usage caps. Q: Does Patient Copilot include AI credits for Manus? No. Patient Copilot does not include AI credits for Manus. AI usage is billed by Manus, along with standard automation rates in Patient Copilot. * * * ## Related Articles - (https://help.patientcopilot.ai/support/solutions/articles/155000006081-copy-workflow-actions-across-workflows)[Copy Workflow Actions Between Workflows](https://help.patientcopilot.ai/support/solutions/articles/155000006081-copy-workflow-actions-across-workflows)(https://help.patientcopilot.ai/support/solutions/articles/155000006081-copy-workflow-actions-across-workflows)