> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.nimbata.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # What are rules and tasks in Workflows? || This article covers Workflow Rules & Tasks. For Call Flow Actions, see: [Call flow actions explained](https://help.nimbata.com/en/article/call-flow-actions-explained-add-ons-filters-and-routing-options-oy8qa0/). Each workflow has two components: **rules** (filter criteria that control which calls qualify) and **tasks** (actions that run on qualifying calls). ### Rules (filter criteria) Rules narrow the set of calls a workflow acts on. All rule conditions must be met unless you configure OR logic. | See [Examples of complex workflows](https://help.nimbata.com/en/article/examples-of-complex-workflows-1y1hv93/) for details on AND/OR logic. #### AI **Free Text Question (AI):** Ask Nimbata AI any call-related yes/no question. For example: *"Was the caller a returning customer?"* #### Call Details * **1st Time Caller (1yr)**: Identifies whether a caller is new or repeat within the past 365 days. * **Call Duration:** Filters by call length in seconds (equal to, more than, less than, or within a range). * **Call Outcome:** Filters by outcome: Answered, Not Answered, Answered or Voicemail, or Blocked. * **Call Type:** Filters by routing path: Regular, Multi, Priority, or Weighted. * **Caller:** Filters by caller number (equal to, begins with, ends with, contains, includes, or excludes one or more prefixes). * **Caller Name:** Filters by caller name using the same string match options. * **Calling Country:** Filters by one or more countries based on calling prefixes. * **Destination:** Filters by destination number using string match options. * **Digits Pressed by Caller:** Filters by digits the caller pressed during the call. * **Digits Pressed by Destination:** Filters by digits the destination pressed during the call. * **Hangup Cause:** Filters by termination reason: Capped, Hangup, Invalid Key Entry, Lose Race, No Answer, No Call Flow, Normal Clearing, Originator Cancel, Spam Filter, User Busy, or Other. * **Recording:** Filters by whether a recording is present. * **Recordings (stopped):** Filters by whether the recording was stopped mid-call. * **Talk Duration:** Filters by active talking time in seconds. * **Time:** Filters by time of day (before, after, or within a time window). * **Times Called:** Filters by how many times a caller's number has called (equal to, more than, less than, or within a range). * **Tracking Number:** Filters by specific tracking numbers using string match options. * **Transcriptions:** Filters by whether a transcription is present. * **Voicemail:** Filters by whether a voicemail is present. #### Attribution* * **Call Page:** Filters by the page the call originated from. * **Click ID:** Filters by the click ID associated with the call. * **Device Type:** Filters by device: Desktop, Mobile, Tablet, or Unknown. * **Source Type:** Filters by ad source type (All Digital, Custom Parameters, Direct, Email/Newsletter, Google Ads Call Extension, Google My Business, Impression, Offline, Online Paid, Organic Search, Other, Print, Radio, Referrers (All), SMS, Social, or TV). * **UTM Campaign:** Filters by campaign ID string. * **UTM Medium:** Filters by UTM medium string. * **UTM Source:** Filters by UTM source string. #### Fields** * **Notes^:** Filters by whether spoken content matches specific words, phrases, or patterns. * **Rating^:** Filters by call rating (1–5 stars). * **Tag^:** Filters by Call Status tags (Appointment Booked, Callback Requested, Callback Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sales Confirmed, Spam, or Wrong Number) or Sentiment tags (Angry, Frustrated, Happy, Mixed, or Satisfied). * **Value^:** Filters by monetary value assigned to a call. #### Conversation * **Word & Phrase Spotting:** Filters by words or phrases spoken by the caller, the destination, or both. Define the terms and choose whether all or any must appear. #### Other * **Call Flow:** Connects a workflow to one or more call flows. * **Swap Group:** Connects a workflow to one or more swap groups. ### Tasks (actions) Tasks define what Nimbata does when a call passes all the rules. **Transcribe Call:** Converts call recordings into text. This is the foundation for all AI-powered tasks. #### Update Field** || ^The following four fields use the same parameters as their rule equivalents and also support a Fill with AI option. * **Tags:** Apply tags to the call. With Fill with AI, instruct Nimbata AI how to tag and which tags it can apply. * **Notes:** Add notes to the call. With Fill with AI, instruct Nimbata AI what to capture. * **Rating:** Assign a star rating. With Fill with AI, instruct Nimbata AI how to score the call. * **Value:** Assign a monetary value. With Fill with AI, instruct Nimbata AI how to calculate it. #### Perform an Action * **Summarize Call:** Generates an AI summary of the call. * **Add to Spam Filter:** Tags all qualifying calls as spam. #### Integrations | Integration | What it does | | ---- | | **Email Notifications** | Sends call or SMS events to your inbox | | **Google Ads** | Pushes call conversions to Google Ads for campaign optimization | | **Google Analytics** | Sends call events to GA4 | | **Slack** | Sends call alerts to a Slack channel | | **Facebook** | Sends call events to Meta Events Manager | | **Google Sheets** | Exports call data to a Google Sheet | | **HubSpot** | Creates or updates contacts in HubSpot | | **Microsoft Ads** | Pushes call conversions to Microsoft Ads | | **Microsoft Dynamics Sales** | Creates or updates contacts in Microsoft Dynamics | | **Pipedrive** | Syncs call activity to Pipedrive | | **Salesforce** | Syncs call activity to Salesforce | | **Webhook** | Sends call data to any external web application or service | | **Zapier** | Connects to thousands of marketing, sales, and CRM tools | | **Zoho** | Creates or updates contacts in Zoho | | **Cometly** | Streams call data to Cometly for ad attribution | | *Nimbata also supports custom attribution parameters and custom fields. See the guides below. --- Detailed Guide: [**How to set up custom cookie capture**](https://help.nimbata.com/en/article/how-to-set-up-custom-cookie-capture-1uuj5ei/) Detailed Guide: [**How to set up custom fields**](https://help.nimbata.com/en/article/how-to-set-up-custom-fields-1ic8luq/) Detailed Guide: [**How to set up your first workflow**](https://help.nimbata.com/en/article/how-to-set-up-your-first-workflow-q8c5v5/) Detailed Guide: [**Workflow order and firing logic**](https://help.nimbata.com/en/article/workflow-order-and-firing-logic-109e0qi/)