Workflow Features

• How to set up workflows (previously: automations)

  A short guide on automations, what they are and how you can activate and use them.Some readers

• How to set up Nimbata AI for automatic call analysis [manual]

  Manually set up Nimbata AI Call Analysis and benefit from the strongest tool of its kindFew readers

• What workflow rules & tasks are available and how do they work?

  What are workflow rules & tasks? In Nimbata, workflows come with a set of filter criteria or 'rules' and a set of actions or 'tasks': help you filter through incoming calls based on your preferred parameters. let you decFew readers

• 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 kindFew readers

Templated Workflows

• Template: How to create an AI Call Analysis workflow

  AI Call Analysis An AI Call Analysis workflow lets Nimbata automatically analyze every call after it ends, so you can get instant, structured insights without listening to recordings or reading full transcripts. Using AI Summaries, AI Notes, AI Tags, Ratings, and Call Value, you can turn conversations into measurable data that’s ready for reporting, attribution, and optimization. With an AI Call Analysis workflow, you can: Summarize and extract key details from every call automaticalFew readers

• Template: How to create an SMS Email Alert workflow

  SMS Email Alerts Stay on top of your inbound activity (Calls & SMS) with SMS and Email Alerts. Alerts let you instantly notify yourself, your team, or your clients when specific call or SMS events happen, so you can respond faster, never miss leads, and keep everyone aligned. With SMS & Email Alerts, you can: Get real-time notifications for key call events like missed calls, first-time callers, or conversions Respond faster to leads by alerting the right people as soon as a calFew readers

• Template: How to create a Missed Call Email Alert workflow

  Missed Call Email Alert Missed calls happen whether you’re busy, dealing with technical issues, or simply away from the phone. A Missed Call Email Alert workflow makes sure you find out immediately, so you can follow up fast and avoid losing leads. In this workflow, Nimbata triggers an email notification when a call ends as not answered, and sends it to your connected email recipient(s). With a Missed Call Email Alert workflow, you can: Get notified instantly every time a call is misFew readers

• Template: How to create a Google Ads Form Conversion workflow

  Google Ads Form Conversion The Google Ads Form Conversion workflow lets you automatically send tracked form submissions from Nimbata into your Google Ads account as conversion actions. This ensures your paid campaigns measure not just clicks, but real form leads, helping you optimize bids and budget based on what’s actually generating conversions. With the Google Ads Form Conversion workflow, you can: Send form submissions directly to Google Ads as conversions so your campaigns refleFew readers

• Template: How to create a Facebook Call Event workflow

  Facebook Call Events Facebook Call Events let you send your Nimbata call conversions to Meta Events Manager, so you can see which Facebook campaigns actually drive calls, and optimize based on real outcomes, not just clicks. It’s the easiest way to connect your offline phone leads with your online adFew readers

• Template: How to create a Google Analytics Call Event workflow

  Google Analytics Call Event The Google Analytics 4 (GA4) Call Event workflow lets you send your Nimbata calls to Google Analytics as events, so your phone leads show up alongside your website and campaign data. This makes it easy to tie every call back to its session-level attribution (source / medium, campaign, keyword) and understand what’s actually driving conversions, just like you do with clicks. With the GA4 Call Event workflow, you can: Send every call to GA4 as an event (or oFew readers

• Template: How to create a Google Ads Call Conversion workflow

  Google Ads Call Conversion The Google Ads Call Conversion workflow lets you send call conversions from Nimbata directly to Google Ads as offline conversions. This helps you see which campaigns, ad groups, and keywords drive not just calls, but qualified, revenue-driving calls, and gives Smart Bidding the conversion data it needs to optimize toward better leads. With the Google Ads Call Conversion workflow, you can: Push call conversions to Google Ads automatically using triggers andFew readers