Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Keap
Trigger: Watch a Tag
Make AI Toolkit
Action: Select an action
1. Select a trigger
  • Checks if specific tag was added to any contact.

  • Triggers when a specified event occurs.

  • Checks if a new tag was applied to a specific contact.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new file was created.

  • Checks if new note was created.

  • Checks if new opportunity was created.

  • Checks if new order was created.

  • Checks if new task was created.

  • Checks if new email was sent.

2. Select an action
  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)