Workflow Actions in Swyft AI
Actions define what happens after a workflow trigger fires. Swyft’s actions go beyond simple field updates - they analyze GTM activity across calls, emails, cases, and CRM records, then take the right action automatically. The result is structured data, reports, and notifications that keep your team aligned without manual effort.
Standard Actions
Condition
Branch the workflow based on data or variables.
Example use cases include:
If opportunity value is greater than $50K, generate a buying committee insights report.
If sentiment is negative, route the workflow into a churn risk follow-up path.
Loop
Repeat workflow actions for each item in a list.
Example use cases include:
Loop through all stakeholders mentioned in a call and generate contact insights cards for each.
For every open support case, create a mini-summary and attach it to the account’s escalation report.
Create Approval Task
Pause the workflow until data is manually reviewed. Approval tasks can also include AI-generated insights, which users can review, edit, and approve/reject before they are committed.
Slack - Users receive a message with Approve / Reject buttons directly in Slack, and can open the insight to edit it if needed.
Microsoft Teams - Users receive a message with a link to review, edit, and approve tasks inside Swyft.
Example use cases include:
Require AE approval before competitor insights (generated from call transcripts) are logged to the CRM.
Have a manager edit and validate pricing concerns Swyft extracted from emails before sending them to finance.
Webhook
Send structured data from Swyft to an external system.
Example use cases include:
Push renewal risk summaries into Jira or Asana for coordinated follow-up.
Send competitor insights to a BI dashboard for leadership reporting.
Send Email
Send an automated email with insights.
Example use cases include:
After a call, send the AE a structured recap (pain points, decision criteria, next steps).
When a support case is escalated, email the on-call engineer with a severity summary.
AI Actions
Generate Insights
Use Swyft AI to analyze GTM activity and turn it into structured data or output an insight.
Example use cases include:
Extract “Decision Criteria” or “Budget Authority” from a call and save it directly into the CRM.
Generate a health score flag (Healthy, At Risk) based on conversation sentiment and support history.
Ask Cortex
Query Swyft Cortex for trends and reports across your GTM data.
Example use cases include:
Ask Cortex to create a trend report of competitor mentions across all deals and share it with sales leadership.
Generate a monthly account summary combining CRM data and conversation insights for QBR prep.
CRM Actions
Find CRM Record
Locate a record in your CRM to use later in the workflow.
Example use cases include:
Find an existing opportunity before updating it with new insights.
Look up an account to attach a renewal risk analysis.
Create CRM Record
Create a new record in your CRM.
Example use cases include:
When a VP+ contact is identified on a call, create a new contact record and attach a contact insights card.
When competitor mentions are detected, create a competitor insight record linked to the opportunity.
Update CRM Record
Update fields on an existing CRM record.
Example use cases include:
When a discovery call ends, update the opportunity with captured “Pain Points” and “Next Steps.”
When sentiment turns negative, update the account’s risk reason field automatically.
Slack and Microsoft Teams Actions
Send Message
Send a message to a channel or DM.
Slack - Swyft posts insights directly into the chosen channel or DM. Messages can include interactive elements like approval buttons.
Microsoft Teams - Swyft sends a message with the insight details and, when needed, a link back to Swyft for full review.
Example use cases include:
After a renewal call, post an insight summary highlighting risks and upsell opportunities.
When a support case is escalated, send severity details and ARR impact to the on-call channel.
Create Channel (Slack only)
Spin up a new collaboration channel for deal or case coordination.
Slack - Swyft automatically creates a new channel and can populate it with key context (e.g., account name, ARR, recent insights).
Example use cases include:
When a new $100K+ opportunity is created, automatically create a channel for the account team.
For high-priority escalations, create a dedicated channel and populate it with recent case summaries.
Best Practices
Use AI Actions to analyze GTM activity and capture insights your team would otherwise miss.
Pair Conditions with AI-generated insights so workflows adapt to context.
Apply Approval Tasks when sensitive data (pricing, competitor insights) needs human oversight - and let reviewers edit the insights before approval.
Use Slack/Teams actions for collaboration, making sure messages include context and insights, not just alerts.
Combine CRM + AI actions so GTM insights flow into structured fields your team can actually report on.