Articles on: Workflows

How to set up your first Workflow

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, e.g. transcribe a call, send an alert, push a conversion).

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

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 to add filters (to control which calls qualify) and actions (what Nimbata should do).

Step 4. Enable the workflow

When your workflow is ready, click Enable in the top-right corner to activate it. You can rename it at any time 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: 17/03/2026

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