Guide · Call tracking and automations
Getting started with automations
Automatically send call results to your CRM, Google Sheets, Slack or by email.
AvailabilityAssistant plan and above (5,000 runs a month, 50,000 with Call Centre).
The idea
The "Automate platform" menu opens a no-code workflow editor connected to more than 300 tools. A workflow ("flow") starts with a trigger, followed by a series of actions.
Useful triggers
- Call ended ("Call Ended"): runs as soon as a call finishes, with the transcript and extracted data.
- Incoming call: runs before the agent answers, so you can look the caller up in your CRM and personalise the greeting.
- Also: schedules (every day at 8am…), webhooks, WhatsApp events.
Create your first flow
- Open "Automate platform" and create a flow (or start from a template).
- Choose the "Call Ended" trigger.
- Add an action: a row in Google Sheets, a contact in your CRM, an email or a Slack message to the team.
- Insert the call data (summary, number, extracted fields) into the action.
- Test each step, then publish the flow.
Tip
Common examples: update HubSpot after every call, add a qualified contact to a callback campaign, email the call summary.
Need help? In your account, the help assistant (bubble at the bottom right) answers in your language. You can also email contact@permanenceia.com.
Related guides
- Extract the key details from every callDefine the data the AI extracts after each call and send it to your tools.
- Create a custom tool (during the call)Let the agent query your software live: order tracking, customer checks, availability.
- Find your calls and conversationsListen to recordings, read transcripts and follow written conversations.