Callupgrade.ai includes an internal automation engine (similar to Zapier or Make) that lets you build flows—no coding required. For instance:
  1. Trigger: A call ends.
  2. Action: A Slack notification is sent with call outcome and transcript.

​
Key Concepts

  • Triggers: Events inside Callupgrade.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

  1. Go to Automations in your dashboard.
  2. Click Create Workflow.
  3. Pick a trigger (like “Call Ended”) and select the assistant.
  4. Add actions (like “Send Email to Team,” “Add Row in Sheets,” etc.).
  5. 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.