Key Triggers:
Scheduled: e.g., weekly/monthly team digests, reports.
On Conversation Processed: e.g., instant summary when a new call that fits a specified criteria is uploaded.
On Insight Generated: e.g., label/tag new insights matching criteria.
How-To:
Access Workflow Builder in Four/Four.
Choose trigger.
Define filter (e.g., all support calls in last 7 days).
Set actions:
Email (to user or group)
Slack notification
Auto-labelling/tagging
Apply prompt
To send to multiple emails, use group alias or add emails per action node.
Best Practices:
Use “run once” for historic/bulk tasks (e.g., labelling past data).
Schedule regular digests for leaders or teams.
Automate summary prompts for routine meetings.
Keep workflow names clear and standardised.
Tips:
Review workflows regularly; disable those you’re not using.
Create separate workflows per use case/function.