Workflow Trigger - Transcript Generated

The Transcript Generated workflow trigger enables powerful post-call automation by activating workflows the instant a call transcript is ready. This trigger works seamlessly across Voice AI calls, IVR calls, and Normal Calls, allowing you to automate follow-ups, update CRM data, create tasks, and leverage actual conversation intelligence—all without manual intervention.

What is the "Transcript Generated" Trigger?

The Transcript Generated trigger activates a workflow immediately after a call transcript becomes available in your system. This trigger captures comprehensive call data—including the full transcript, call duration, direction, status, caller location, and timestamps—enabling you to build intelligent, data-driven automations based on actual conversation content.

This trigger supports:

• Voice AI Calls (transcription enabled by default)
• LC Phone Calls (requires transcription to be enabled in phone settings)
• IVR Calls (requires transcription to be enabled in IVR settings)

Key Benefits of the Transcript Generated Trigger

Instant Post-Call Automation: Trigger actions immediately after calls end, eliminating manual follow-up delays.

AI-Powered Insights: Use transcript keywords and conversation content to personalize next steps and route leads intelligently.

Rich Call Data Access: Leverage detailed call information including location, duration, direction, timestamps, and user details to drive sophisticated workflows.

Seamless Integration: Combine with other workflow actions like Send Email, Update Contact, Create Task, AI Decision Maker, and GPT Actions to build comprehensive automation sequences.

Time Savings: Reduce manual review of call logs and streamline operations by automating repetitive post-call tasks.

Configuring the Transcript Generated Workflow Trigger

Step 1: Create or Edit a Workflow

Navigate to Automation > Workflows and click + Create Workflow. Choose Start from Scratch or edit an existing workflow.

Step 2: Add the Transcript Generated Trigger

Click Add New Trigger and select Transcript Generated from the available trigger list.

Step 3: Enable Transcription (If Needed)

Transcription must be enabled for the trigger to function:

• Voice AI: Transcription is enabled by default ✅
• LC Phone: Click the CTA link in the trigger configuration to enable transcription in your settings
• IVR: Click the CTA link in the trigger configuration to enable transcription in your settings
  
  

Step 4: Apply Filters 

Fine-tune when your workflow fires by adding filters:

Call Type: Specify whether to trigger on Voice AI calls, IVR calls or Normal Calls.
Call Direction (Optional): Filter by inbound or outbound calls 
Call Duration(Optional): Set a minimum call length to exclude quick hang-ups or incomplete calls 


 

Step 5: Save and Publish

Once configured, save your trigger and toggle the workflow from Draft to Publish to activate it.

Available Call Data and Custom Values

The Transcript Generated trigger provides access to comprehensive call data through the Custom Value Picker. This data can be used in subsequent workflow actions or If/Else conditions:

Call Details

• Call Direction: Inbound or Outbound
• Call Duration: Length of the call
• Call From: Caller's phone number
• Call To: Recipient's phone number
• Call Status: Call completion status

Caller Location Information

• Call From City: City where the call originated
• Call From State: State where the call originated
• Call From Country: Country where the call originated
• Call From Zip: Zip code where the call originated
• Call To City: City of the call recipient
• Call To State: State of the call recipient
• Call To Zip: Zip code of the call recipient
• Call To Country: Country of the call recipient

User & Device Details

• Call Answered By Phone: Phone number that answered the call
• Call Answered By User Name: Name of the user who answered
• Call Answered By User Id: User ID of the person who answered
• Call Answered By Device: Device used to answer the call
• Call User Id: ID of the user associated with the call
• Call User Name: Name of the user associated with the call

Timestamps

• Call Start Time: When the call began
• Call End Time: When the call ended

Transcript Data

• Full Transcript: Complete text of the conversation

All fields are accessible under "Transcript Generated" in the Custom Value Picker when building subsequent workflow actions.

Note: Some field might be unavailable in certain cases

Use Cases and Examples

Example 1: Auto-Email Call Transcripts

Trigger: Transcript Generated (Call Duration > 60 seconds)

Actions:

Send Email to assigned user with full transcript

Example 2: Route Hot Leads Based on Keywords

Trigger: Transcript Generated (Inbound calls)

Actions:

1. Add AI Decision Maker or If/Else condition to analyze transcript for keywords like "interested," "pricing," "ready to buy"
2. If keywords found: Add tag "Hot Lead" and assign to sales rep
3. Send SMS notification to sales rep with lead details

Example 3: AI-Powered Sentiment Analysis

Trigger: Transcript Generated

Actions:

1. Add Intent Detection Action and pass the transcript—it will automatically categorize the call as Positive, Neutral, or Negative
2. Update contact custom field with sentiment result
3. If sentiment is Negative: Create internal alert for customer success team

Example 4: Instant Post-Call Survey

Trigger: Transcript Generated (Inbound, Duration > 120 seconds)

Actions:

1. Wait 5 minutes
2. Send SMS with survey link
3. Personalize message based on call content using transcript data

Frequently Asked Questions

Q: Which call types support the Transcript Generated trigger?

The trigger works with Voice AI calls, LC Phone calls, and IVR calls. Transcription must be enabled for LC Phone and IVR calls through their respective settings.

Q: Is transcription enabled by default?

Transcription is enabled by default for Voice AI calls. For LC Phone and IVR calls, you must manually enable transcription in the phone or IVR settings using the CTA links provided in the trigger configuration.

Q: How quickly does the trigger fire after a call ends?

The trigger fires immediately once the transcript generation is complete, typically within seconds to a minute after the call ends.

Q: Can I filter out short or incomplete calls?

Yes! Use the Call Duration filter to set a minimum call length, effectively excluding quick hang-ups or incomplete calls from triggering the workflow.

Q: Can I use transcript content in If/Else conditions?

Absolutely. You can use the full transcript text in If/Else conditions to check for specific keywords, phrases, or patterns, enabling intelligent routing and conditional logic based on actual conversation content.

Q: Can I combine this trigger with AI actions?

Yes! This is one of the most powerful use cases. Pass transcript data to Intent Detection Action (which automatically categorizes sentiment as Positive, Neutral, or Negative), GPT Action, or AI Decision Maker to perform analysis, extract key information, generate summaries, or make intelligent decisions based on conversation content.

Q: How do I access transcript data in my workflow?

Use the Custom Value Picker in any workflow action and select "Transcript Generated" to access all available call data fields, including the full transcript, duration, direction, location, and timestamps.