How to set up your first workflow

Workflows require an active Pro, Marketing, or Agency subscription.

Workflows let you automate what happens after key events in Nimbata; an inbound call, outbound call, form submission, or incoming SMS.

You choose a trigger (when the workflow fires), add optional filters (to narrow which calls qualify), and define actions (what Nimbata should do).

Step 1. Create a new workflow

Go to Workflows in the left-hand menu and click + Create in the top-right corner.

On the Create a New Workflow screen, choose how you want to build it:

A. From Template - fastest option. Pick from pre-built workflows below and follow the linked guide:

B. From Scratch - full control. Continue with the steps below.

Step 2. Choose your trigger

In the Workflow Builder, open the Trigger Enrollment section and select when this workflow should fire:

Inbound Call: Fires when someone calls one of your tracking numbers (at call start, call end, or on property update)
Outbound Call: Fires when an outgoing call is made from your account (at call start, call end, or on property update)
Form Submission: Fires when a form lead is received (on submission or on property update)
SMS Received: Fires when an inbound text arrives on a tracking number

Detailed Guide: Workflow triggers, filters, and actions explained

Step 3. Add filters and actions

Click the + button in the builder.
Select Add filter to narrow which calls qualify.
Click + again and select Perform action to define what Nimbata should do.

Step 4. Enable the workflow

When your workflow is ready, click Enable in the top-right corner.
Optionally, rename the workflow by clicking the title in the top-left.

🎉 From now on, all calls that meet your workflow criteria will be handled automatically.

Example: transcribe and summarise every inbound call

To automatically transcribe and summarise all incoming calls, set your trigger to Inbound Call > Call Ends, then add two actions via the + button:

Perform action > Transcribe Call
Perform action > Summarise Call

Accept the transcription consent prompt when it appears, then click Enable.

Updated on: 09/04/2026

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