Understanding Workflow Actions in Swyft AI
Workflow actions in Swyft AI allow you to automate tasks once a workflow is triggered. These actions help streamline your processes and keep your revenue operations running smoothly. Here are the four types of actions you can use and how they work:
1. Update CRM Record
The Update CRM Record action allows you to automatically update an existing record in your CRM. This could include actions such as updating the stage of a deal or adding new insights from a meeting. When this action is used in a workflow, Swyft AI will update the specified fields in your CRM automatically.
Use case: Automatically changing the stage of a deal after a successful meeting or updating key fields in a deal record based on meeting insights.
2. Create CRM Record
The Create CRM Record action allows you to generate a new record in your CRM system. Whether it's creating a new deal, this action ensures that key information is logged automatically in your CRM when the workflow is triggered.
Use case: Automatically creating a new deal based on meeting results without needing to manually add it to the CRM.
3. Create Slack Channel
The Create Slack Channel action allows you to automatically create a new Slack channel based on the workflow. This can be helpful for organizing communication around specific deals, projects, or teams. Swyft AI will create a dedicated Slack channel with the parameters you set, making it easier for teams to collaborate.
Use case: Creating a new Slack channel automatically when a high-priority deal is created, allowing the team to collaborate in real-time.
4. Send Slack Message
The Send Slack Message action allows you to send an automated message to a specific Slack channel or user. This is great for sending alerts, updates, or reminders to the team based on workflow triggers. The message content can be customized, ensuring that everyone is informed at the right time.
Use case: Automatically sending a notification to the team when a deal reaches a new stage or when important meeting insights are synced.
Summary
Update CRM Record: Automatically updates fields in an existing CRM record.
Create CRM Record: Automatically creates a new record in your CRM.
Create Slack Channel: Automatically generates a new Slack channel for team collaboration.
Send Slack Message: Automatically sends a message to a Slack channel or user.