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
Microsoft 365 Email (Outlook)
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
  • Adds a large attachment to an email.

  • Creates a new draft email.

  • Deletes an email.

  • Downloads an attachment from an email.

  • Forwards an email.

  • Gets the metadata of a specified email.

  • Performs an arbitrary authorized API call.

  • Moves an email to a selected folder in the mailbox.

  • Replies to the sender of an email.

  • Sends a draft email.

  • Sends a new MIME or S-MIME message. Requires a fully pre-built MIME message — for S/MIME, the message must already be signed or encrypted outside Make.

  • Creates and sends a new email immediately.

  • To make SMTP/IMAP calls with a Microsoft OAuth connection, please use the app named "Email".

  • Updates an existing email.

Select a trigger and an action

Create workflow (opens in a new tab)