Understanding Dynamic Variables in Swyft AI Workflows
Dynamic variables in Swyft AI allow you to customize your workflows by specifying what data should be included in a workflow action or condition. These variables ensure that the right information is used automatically, streamlining your processes without manual data entry.
What Are Dynamic Variables?
A dynamic variable is a placeholder that Swyft AI replaces with actual data when running a workflow. It’s similar to what you might have seen in other workflow tools or sales engagement platforms. When you use dynamic variables, Swyft AI knows to pull in specific data—like CRM objects, fields Swyft has automated, or fields from your CRM—when a workflow is triggered.
Types of Dynamic Variables
There are several types of dynamic variables you can use in Swyft AI workflows:
CRM Objects
Dynamic variables can reference CRM objects such as Deals, Opportunities, or Accounts. By using these variables, Swyft AI can pull in relevant CRM object data automatically.Use case: Creating a condition to check if an opportunity exists in the CRM before automatically updating.
Swyft-Automated Fields
Swyft AI generates data from meetings and customer conversations, which can be used as dynamic variables in workflows. These fields allow you to automate actions or conditions based on insights Swyft AI captures.Use case: Include insights generated from a meeting, such as action items or deal updates, in an automated workflow step.
CRM Fields
In addition to CRM objects, you can use specific fields from your CRM, like deal amount, account name, or close date, as dynamic variables in your workflows. These fields ensure that Swyft AI pulls in the latest data from your CRM.Use case: Automatically update an opportunity’s close date or deal amount based on recent changes in your CRM.
Using Dynamic Variables in Workflow Actions and Conditions
Dynamic variables can be added to both workflow actions and workflow conditions:
Workflow Actions: When you create an action, such as updating a CRM record or sending a Slack message, you can insert dynamic variables to specify what information should be included in the update or message. For example, you might use a dynamic variable to include a deal’s stage or an insight Swyft generated during a meeting.
Workflow Conditions: Dynamic variables can also be used to set conditions for when a workflow should run. For example, you could set a condition that a workflow only runs if a deal reaches a certain stage, using a dynamic variable to check the deal stage in real-time.
Summary
Dynamic variables in Swyft AI workflows give you flexibility to automate actions and conditions based on the latest data from your CRM and insights generated by Swyft. By using these placeholders, you can ensure that your workflows always run with the most up-to-date and relevant information.