> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellixent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation

> Build no-code workflows that trigger actions automatically when calls end, leads arrive, or other events occur in DialogBot .

DialogBot includes a built-in automation engine — similar to Zapier or Make — that lets you connect your calling activity to the tools you already use, without writing a single line of code.

## How It Works

Every automation is made up of two parts:

* **Trigger** — an event that happens inside DialogBot , such as a call ending or an inbound call arriving.
* **Action** — what happens in response, such as sending an email, updating a spreadsheet, or posting to a webhook.

For example: a call ends → a Slack notification is sent with the call outcome and transcript.

## Common Use Cases

<CardGroup cols={3}>
  <Card title="Post-Call Data Handling" icon="database">
    Log call transcripts to a database or notify your team when a new lead is captured.
  </Card>

  <Card title="Lead Import" icon="file-import">
    Automatically pull new leads from a Google Sheet or CRM into an outbound campaign.
  </Card>

  <Card title="Appointment Scheduling" icon="calendar">
    Once a caller confirms a time with the AI, create or update a calendar event automatically.
  </Card>
</CardGroup>

## Setting Up a Workflow

<Steps>
  <Step title="Open Automations">
    Go to **Automations** in your dashboard and click **Create Workflow**.
  </Step>

  <Step title="Choose a trigger">
    Select a trigger event — for example, **Call Ended** — and choose which assistant it applies to.
  </Step>

  <Step title="Add actions">
    Add one or more actions to run in response, such as **Send Email to Team**, **Add Row in Google Sheets**, or **Send Webhook**.
  </Step>

  <Step title="Test and monitor">
    Run a test call to trigger the workflow, then check the automation logs to confirm everything executed correctly.
  </Step>
</Steps>

<Tip>
  Start with a single trigger and a single action until you're comfortable with how workflows run. You can layer complexity — branching logic, multiple actions, conditionals — once the basics are working.
</Tip>

## Key Concepts

### Triggers

Triggers are events that originate inside DialogBot . Currently supported triggers include:

* **Call Ended** — fires after every completed call
* **Inbound Call Context Injection** — fires when an inbound call arrives, allowing you to fetch and inject data before the AI responds

### Actions

Actions are the steps that execute when a trigger fires. Examples include:

* Send an email
* Post a message to Slack
* Add or update a row in Google Sheets
* Send a webhook to an external endpoint (your CRM, database, or custom service)

<Note>
  For a full list of available triggers and actions — including advanced features like conditional branching and multi-step flows — see the [Automation Platform documentation](/automation-platform/introduction).
</Note>