Choose which companies to monitor
A trigger needs at least one company source. You can combine:- Explicit company domains, including domains imported from a CSV.
- HubSpot company lists. Swan resolves the lists’ current members each time it checks.
- Filters over companies already in Swan, including revenue, employee count, owner, funnel stage, target market, and tags.
Define the change filter
The change filter says which observable website changes should qualify. It runs before your trigger instructions, so keep actions such as research, Slack notifications, CRM updates, and outreach in the instructions instead. A useful filter names both the signal and nearby noise to ignore. For example:Pricing, packaging, plan limits, or free-trial changes. Ignore cosmetic redesigns, copy-only edits, and customer-logo updates.Swan compares the filter with the provider’s changed URL, change description, and implication. It does not inspect raw page HTML or receive a complete text diff at classification time.
Cadence and change history
Website Changes can run daily, weekly, or monthly, at a time you choose. It cannot check more often than once per day, and the schedule uses UTC. On the first poll, Swan may evaluate the latest change already known to the provider; the change is not guaranteed to have happened after you enabled the trigger. After Swan successfully classifies a provider-reported change, it remembers that provider business and change date for one year for that trigger configuration. Later polls with the same date are marked unchanged. Editing the change filter does not replay an already-classified dated change.What happens during a check
For each company the provider can match, Swan records a website-change check and gives it one of these outcomes:- Missing data — the provider had no usable website-change data for the company. No classification or agent run occurs.
- Unchanged — Swan already evaluated the provider’s current change date. No classification or agent run occurs.
- Company excluded — the company is excluded in Swan. No classification or agent run occurs.
- Filtered out — the provider reported a new change, but the classifier decided it did not match your change filter. The downstream playbook does not run.
- Matched — the classifier decided the new change matched your filter, so Swan starts the configured playbook with the domain, changed URL, date, description, implication, and classification reason.
Credits
Classification costs 1 credit for each new provider-reported change Swan evaluates, whether the result is Matched or Filtered out. Missing data, Unchanged, and Company excluded checks cost 0 credits. When a change matches, the downstream playbook’s actions cost their normal credits in addition to the classification credit. Classification happens before the downstream agent run, so its credit can still be charged when the later run cannot start or the trigger becomes inactive before the playbook begins. See the canonical Credit costs.Testing before rollout
Trigger simulation tests a hypothetical already-matched event against your downstream instructions, skills, permissions, and tool choices. It does not call the website-change provider or run the production classifier, so a successful simulation does not prove that a real page change will be detected or match your filter. Before expanding a watchlist:- Review the domains, lists, filters, cadence, change filter, and downstream instructions.
- Simulate realistic matched scenarios, including customer, prospect, active-deal, and unavailable-destination branches where relevant.
- Enable the trigger for one representative domain and inspect real check outcomes before adding the full cohort.