Workflows Overview
Workflows are automated sequences that run after a call ends. They let you connect your AI voice calls to the rest of your business — logging calls to your CRM, booking appointments, sending notifications, updating lead scores, and more — without any manual effort.
How Workflows Work
Every workflow has three components:
1. Trigger
The trigger determines when the workflow runs. Currently, BuildVoiceAI supports the Post-Call trigger, which fires after every call that matches the workflow’s assigned agents.
2. Conditions (Optional)
Conditions are filters that determine whether the workflow’s actions should execute for a given call. For example, you might only want to log calls that lasted longer than 60 seconds, or only send a notification when the sentiment is negative.
If no conditions are set, the workflow runs for every matching call.
3. Actions
Actions are the tasks the workflow performs. These can include creating CRM contacts, logging call records, booking appointments, sending emails or SMS, posting to Slack, or firing webhooks. You can chain multiple actions in a single workflow — they execute sequentially from top to bottom.
Common Use Cases
| Use Case | Actions Involved |
|---|---|
| Log every call to your CRM | GHL log_call or HubSpot log_call |
| Create contacts from new callers | GHL/HubSpot upsert_contact |
| Book appointments after qualifying calls | Google Calendar book_event or Calendly create_booking_link |
| Notify your team about negative calls | Slack message + Email notification |
| Update lead scores based on call outcome | GHL/HubSpot lead_score |
| Tag contacts based on call sentiment | GHL/HubSpot auto_tag |
| Push call data to a custom backend | Webhook action |
| Move deals through your sales pipeline | GHL/HubSpot update_pipeline |
Getting Started
- Connect your integrations — Set up the integrations you need (GHL, HubSpot, Google Calendar, etc.) from the Integrations page
- Create a workflow — Follow the Creating Workflows guide
- Add conditions — Optionally filter which calls trigger the actions
- Add actions — Choose what should happen after each call
- Assign agents — Select which agents this workflow applies to
- Enable and monitor — Turn on the workflow and check the Execution Log to verify it is running correctly
Start with a simple workflow — like logging calls to your CRM — and expand from there. It is easier to debug a workflow with one or two actions than one with ten.