Understanding Workflow Triggers
Workflows in Swyft AI always start with a trigger. A trigger tells Swyft when to automatically run a workflow. You can choose from the following options:
Trigger Types
Call Completed
Runs after a call has ended and Swyft has processed it.
Example use cases:
After a discovery call, Swyft generates a structured summary of pain points, decision criteria, and next steps, and logs them into the CRM.
When a renewal call is completed, Swyft produces a sentiment report highlighting risks and upsell opportunities, then shares it in Slack with the CSM leader.
New Message
Runs when a new email or support case comes in.
Example use cases:
When a prospect emails "we’re evaluating vendors," Swyft captures competitor mentions, creates an insight record in the CRM, and links it to the opportunity.
When a high-priority support case is created, Swyft generates a severity summary (ARR, case urgency, sentiment excerpt) and posts it to Teams for fast escalation.
CRM Record Updated
Runs when an existing record in your CRM is updated.
Example use cases:
When an opportunity moves to "Negotiation," Swyft compiles a pricing concerns report from past calls and attaches it to the opportunity, while creating a task for the AE.
When a customer health score drops below 50, Swyft generates a churn risk analysis (support backlog, sentiment trends, exec engagement) and adds it to the account record.
CRM Record Created
Runs when a new record is created in your CRM.
Example use cases:
When a new opportunity over $100K ARR is created, Swyft generates an executive alignment report - listing stakeholders mentioned in calls - and shares it with the AE and leadership team.
When a new VP+ contact is added, Swyft produces a contact insights card (recent mentions, objections, engagement level) and alerts the AE in Slack.
Recurring Schedule
Runs workflows on a recurring basis (daily, weekly, or monthly).
Example use cases:
Every Friday, Swyft generates a personalized report for each AE with their top 5 at-risk deals, including stalled next steps and negative sentiment signals.
On the first of the month, Swyft creates a renewal readiness report for managers in Slack, showing all renewals in the next 90 days and highlighting customers missing executive sponsors.
Best Practices
Pick the trigger closest to the action you want automated (e.g., Call Completed instead of CRM Record Updated if the automation should tie directly to conversations).
Use conditions to narrow down when workflows run (e.g., only trigger if deal value is over $50K or sentiment is negative).
Start simple - one trigger, one action - then expand once you’ve validated the insights.