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
monday.com
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 new column to a specific board.

  • Adds a file to a file column value.

  • Adds a file to an existing update.

  • Adds subscribers to a board by their IDs and the board ID.

  • Creates a new board.

  • Creates a new group in a specific board.

  • Creates a new notification.

  • Creates subitem of an item.

  • Creates an item by the board ID.

  • Creates an item.

  • Creates a new update.

  • The tags mutation allows you to create new tags or receive their data if they already exist.

  • Deletes or archives an item.

  • Downloads a file by the asset ID.

  • Duplicates a board.

  • Duplicates a group.

  • Duplicates an item.

  • Performs an arbitrary authorized GraphQL query.

  • Returns a board.

  • Returns a group.

  • Returns a team.

  • Returns a user.

  • Returns an item.

  • Gets a column value of an item.

  • Moves an item between groups in the same board.

  • Removes subscribers from a board by their IDs and the board ID.

  • Updates multiple columns values of a specific item.

Select a trigger and an action

Create workflow (opens in a new tab)