AI Email Parser Action in Workflows
AI Email Parser action uses AI to extract structured data from inbound emails for use in your automations. This article shows how to configure the action, define the data to extract, and use those…
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16Associate Records Workflow Action
Automatically create relationships between records using workflow automation. The Associate Records workflow action finds matching records based on rules you define, then creates associations without requiring manual updates. This feature is currently available through…
Copy and Delete Workflow Triggers
Workflow AutomationCopy and Delete Workflow TriggersManage workflow triggers efficiently by copying existing triggers to create variations and removing triggers that are no longer needed.What You'll LearnThis article explains how to copy and delete workflow…
Copy Workflow Actions Across Workflows
Experience faster, more consistent workflow building with the ability to copy workflow actions across workflows. Reuse single actions or entire action blocks within the same account, paste with a click, and maintain standardized setups…
Fathom Actions and Triggers in Workflows
Use Fathom in workflows to automate next steps from your meeting recordings, transcripts, and summaries. Once connected, Fathom can trigger workflows when a new recording is available or provide meeting data to later workflow…
How to Use the Appointment Booking Conversation AI Bot in Workflows
The Appointment Booking Conversation AI workflow action uses an AI-powered conversation to help contacts choose an available time and book directly on a selected calendar. This guide shows how to configure the action in…
Interactive Voice Response (IVR) Guide – Triggers & Actions
Seamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer experience. An Interactive Voice Response (IVR) system helps automate call handling by guiding callers through…
Linear Integration in Workflows
Workflows • Integrations • LinearLinear Integration in WorkflowsConnect customer-facing workflows with Linear so product and engineering activity can become part of your automations. Linear triggers can start workflows when supported events happen in Linear,…
Temporarily Disable Actions in a Workflow
Temporarily disable any action in a workflow without deleting or disconnecting it. This makes testing, debugging, and iterating safer and faster, then re-enable the step when you’re ready.TABLE OF CONTENTSWhat are Pause Workflow Actions?Key…
Workflow Action – AI Agent
The AI Agent workflow action helps you automate multi-step tasks inside Workflows using plain-language instructions and selected tools. Instead of building every step manually, you configure one AI Agent action to decide what to…
Workflow Action – AI Decision Maker
The AI Decision Maker allows you to automatically route contacts through different workflow paths based on engagement, company size, behavior, and other data points. Instead of building complex logic trees with multiple conditions, you…
Workflow Action – AI Intent Detection
The AI Intent Detection action analyzes text to automatically determine sentiment and categorize it as POSITIVE, NEGATIVE, or NONE. This premium workflow action replaces legacy intent detection inside conditional logic and provides a simpler,…
Workflow Action – Create & Update Multiple Rows in Google Sheets
Workflow Action - Create & Update Multiple Rows in Google Sheets helps you create new spreadsheet entries or update existing ones in bulk within a single workflow. This article covers what the feature does,…
Workflow Action – Email Verification
Email Verification in Workflows helps validate contact email addresses before email-related workflow steps run. By checking email quality before sending, you can reduce bounces, protect sender reputation, and improve the quality of automated outreach.…
Workflow Actions – AI Extract Data
This article explains how to use the AI Extract Data action in workflows to pull structured data from unstructured text. You’ll find step-by-step configuration instructions, details on available templates and data types, practical use…
Workflow Trigger – Opportunity Changed
Managing opportunities efficiently is essential for maintaining an organized and effective sales pipeline. The Opportunity Changed workflow trigger allows you to automate actions whenever an opportunity record is updated. This ensures real-time responsiveness when…