Triggers
Call Completed: Triggers when a meeting or call is completed through your integrated platform(s).
New Message: Triggers when a new email, Slack message, or similar communication is received through your integrated platform(s). Functions the same as Call Completed but for written communication.
CRM Record Updated: Triggers when a CRM record is updated.
CRM Record Created: Triggers when a new CRM record is created.
Configure a Trigger
Go to Workflows > Create Workflow.
Click Add Trigger.
Select trigger type and configure settings.
Click Done.
Conditions
Single Conditions: One rule (e.g.,
Deal Stage == Closed Won).Condition Groups (AND/OR): Combine multiple rules.
Configure Conditions
In the workflow editor, click Add Condition.
Select field, operator, and value.
To add groups, click Add Group and choose AND/OR.
Actions
Update CRM Record: Modify existing records.
Create CRM Record: Generate new records.
Send Slack/Teams Alert: Push notifications.
Generate Content: Use AI to generate text.
Configure Actions
Click Add Action.
Choose action type.
Fill in required fields.
Click Save.
Special Notes
Screen Voicemail Calls: Voicemails are automatically screened out for all phone calls.
Email Analysis: Only the most recent customer email is analyzed.
Workflow Logs Visibility: Logs appear only if the first condition passes.
Dynamic Variables
Dynamically pull data from:
CRM fields
Meeting metadata
Generated insights