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# 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).
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### 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:
* [AI Call Analysis workflow](https://help.nimbata.com/en/article/template-how-to-create-an-ai-call-analysis-workflow-3j0xpe/)
* [SMS / Email Alert workflow](https://help.nimbata.com/en/article/template-how-to-create-an-sms-email-alert-workflow-1nexw9b/)
* [Facebook Call Event workflow](https://help.nimbata.com/en/article/template-how-to-create-a-facebook-call-event-workflow-4l3svf/)
* [Google Analytics Call Event workflow](https://help.nimbata.com/en/article/template-how-to-create-a-google-analytics-call-event-workflow-1cp7gis/)
* [Google Ads Form Conversion workflow](https://help.nimbata.com/en/article/template-how-to-create-a-google-ads-form-conversion-workflow-d96fde/)
* [Google Ads Call Conversion workflow](https://help.nimbata.com/en/article/template-how-to-create-a-google-ads-call-conversion-workflow-10d3tz0/)
* [Missed Call Email Alert workflow](https://help.nimbata.com/en/article/template-how-to-create-a-missed-call-email-alert-workflow-ifctoi/)

**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**](https://help.nimbata.com/en/article/what-workflow-rules-and-tasks-are-available-how-do-they-work-x9ok8b/)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/screenshot-2026-02-26-160655_u0ugsd.png)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_sdmq32.png)

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🎉 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:

1. **Perform action > Transcribe Call**
2. **Perform action > Summarise Call**

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