Articles on: Workflows (previously: Automations)

How to set up Nimbata AI for automatic call analysis fast [ready-made template]

Quickly set up Nimbata AI Call Analysis and benefit from the strongest tool of its kind

This is a quick guide that shows you how to use Nimbata templates to set up the Nimbata AI Call Analysis workflow in seconds. If you're looking for the manual guide, go here instead: https://help.nimbata.com/en/article/how-to-set-up-nimbata-ai-for-automatic-call-analysis-manual-183hu0b/

Note: Nimbata AI requires that you already have Call Transcriptions & AI Summaries enabled. To do so, follow our detailed guide here first: https://help.nimbata.com/en/article/transcribe-calls-how-to-activate-ai-call-transcriptions-and-summaries-bmjguu/

Nimbata AI turns every call into revenue-ready insight automatically.

Instantly analyze every incoming call with AI-powered transcription, tagging, quality scoring, summaries, and outcome/value assignment without listening to recordings or reading full transcripts. Nimbata then attributes calls to campaigns, surfaces intent and quality signals, and connects insights into your CRM and analytics tools so teams can optimize performance and ROI faster.

Requirements: Available to Marketing and Agency users only.

How to enable the automatic Nimbata AI Call Analysis workflow

Step 1. Click on Workflows on the left-hand side menu in your Nimbata account and then click the 'Add+' button on the top-right corner.

Step 2. On the Create New Workflow menu, select 'From Template'.

Step 3. That's it! Your Nimbata AI Call Analysis workflow has been automatically created for you:

Tip: When you're ready, you can activate the Nimbata AI Cal Analysis workflow by clicking the 'Enable' button at the top-right corner inside the workflow.

For every call you receive, the Nimbata AI will now automatically:

Add tags to calls, such as 'conversion'
Assign dollar values, e.g. $50 dental cleaning appointment
Create a summary of the call that captures its essence
Set a rating based on its analysis of the call's sentiment, on a scale of 1 to 5 stars
Create an action plan for *each call participant*, including a Description, Owner, Priority or urgency, Deadline, Follow-up requirements, Dependencies or blockers, and a Recommended communication strategy.

Create a coaching plan that includes Strengths observed, Improvement opportunities, Actionable coaching steps, and Recommended coaching style.

Create a smart email follow-up template

You're all set!

Updated on: 17/12/2025

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