Read the full documentation
This is a brief overview of our automation capabilities. For in-depth
documentation, tutorials, and advanced features, visit our dedicated
Automation Platform Documentation.
- Trigger: A call ends.
- Action: A Slack notification is sent with call outcome and transcript.
Key Concepts
- Triggers: Events inside Autocalls.ai (e.g., “call ended,” “inbound call context injection”).
- Actions: Steps that happen in response (e.g., “send email,” “update Google Sheets,” “webhook to CRM”).
Common Use Cases
- Post-Call Data Handling: Log transcripts in a database or notify your team of new leads.
- Lead Import: Automatically fetch new leads from a Google Sheet or CRM into an outbound campaign.
- Appointment Scheduling: Once a caller confirms a time with the AI, you create or update a calendar event.
Setting Up a Workflow
- Go to Automations in your dashboard.
- Click Create Workflow.
- Pick a trigger (like “Call Ended”) and select the assistant.
- Add actions (like “Send Email to Team,” “Add Row in Sheets,” etc.).
- Test and monitor logs to ensure everything runs smoothly.
Tip: Keep your workflows simple at first. Complex logic is possible, but it’s best to start with a single trigger → single action until you get comfortable. Want to learn more? Check out our detailed automation documentation for advanced features, tutorials, and best practices.