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.

TypeFore
Trigger: Watch communications
Google Sheets
Action: Select an action
1. Select a trigger
  • Triggers instantly when a brand-new communication or scan transcript is loaded into the platform.

  • Triggers instantly when a complete transaction audit compiles and returns unified scores and parameters.

  • Triggers instantly when compliance constraints, pricing boundaries, or other guardrails are breached list-side.

  • Triggers instantly when an agent makes a binding commitment (e.g., pricing, callback, refund) to a customer.

  • Triggers instantly when an agent state/advice contradicts active internal documentation or policy sheets.

  • Triggers instantly when a new active knowledge-base policy page is indexed.

  • Triggers instantly when a new Operational SOP or procedure is published.

  • Triggers instant flows when a critical safety threat is identified in a conversation.

2. Select an action
  • Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

  • Appends a new row to the bottom of the table.

  • Adds a new sheet.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

Select a trigger and an action

Create workflow (opens in a new tab)