How To Automate Follow-Ups Using the Call Transcript Generated Trigger in Tekmatix

Overview

Following up after calls shouldn’t rely on memory or manual notes. With the Call Transcript Generated trigger in Tekmatix, you can now automatically launch workflows the moment a call transcript is ready — across Voice AI, IVR, and standard calls.

This means faster follow-ups, smarter automations, and better use of real conversation data to drive next steps.

Why This Feature Is Important

Call conversations contain valuable insights — intent, objections, next steps, and buying signals. This trigger ensures those insights are used immediately, not lost or delayed.

Key Benefits

• Smarter Follow-Ups
  Automatically email call summaries, assign tasks, or update CRM fields right after the call ends.

• AI-Powered Automations
  Use transcript keywords to tag contacts, route leads, or personalize messaging based on what was actually said.

• Faster Team Response
  No waiting for manual reviews — actions happen as soon as the transcript is generated.

What Is the “Call Transcript Generated” Trigger?

The Call Transcript Generated trigger activates a workflow as soon as a call transcript becomes available. It works with:

• Voice AI calls (enabled by default)

• IVR calls

• Normal phone calls (with transcription enabled)

Once triggered, you can use transcript data to drive automation logic, notifications, and CRM updates.

Step-by-Step: How To Use the Call Transcript Generated Trigger

Step 1: Add the Trigger to a Workflow

1. Go to Automated Workflows → Workflows

2. Create a new workflow or edit an existing one

3. Select Transcript Generated from the trigger list

Step 2: Enable Call Transcription (If Needed)

• Voice AI Calls:
  Transcription is enabled by default ✅

• LC Phone & IVR Calls:
  Use the Enable Transcription call-to-action inside the trigger setup

⚠️ If transcription is not enabled, the trigger will not fire.

Step 3: Set Trigger Filters (Optional but Recommended)

You can refine when the workflow fires by using filters such as:

• Call Type (required)

• Call Direction (Inbound / Outbound)

• Call Duration

• Call Status

These filters help ensure workflows only run for relevant calls.

Step 4: Use Transcript Data in Your Workflow

Once triggered, you can access detailed call data using the Custom Value Picker or If/Else conditions, including:

• Full call transcript

• Call duration, direction, and status

• Caller location

• Assigned user details

• Call timestamps

This data can be used to personalize emails, update CRM fields, or branch automation paths.

What You Can Automate Right Away

With this trigger, you can:

✅ Auto-email call transcripts or summaries

✅ Route leads based on keywords or phrases

✅ Update contact records with call insights

✅ Create tasks based on call outcomes

✅ Send personalized follow-up messages

Sample Scenario: How This Works in Real Life

Scenario: Sales Call Follow-Up Automation

A sales team uses Tekmatix to handle inbound calls.

1. A prospect calls and discusses pricing and timelines.

2. The call ends and the transcript is generated.

3. The Call Transcript Generated trigger fires automatically.

4. The workflow:

   • Emails the sales rep a call summary

   • Tags the contact as “High Intent – Pricing Discussed”

   • Creates a follow-up task for the next day

   • Sends the prospect a personalized thank-you email

Result:
No manual note-taking, no missed follow-ups, and faster conversion.

Best Practices

• Use keyword-based If/Else logic to detect buying intent or objections

• Combine with task creation to keep teams accountable

• Pair with email or SMS actions for immediate outreach

• Keep workflows focused — trigger only on meaningful calls