⚡ Workflows
Automate actions based on customer behavior and signals.
Overview
Workflows allow you to automate actions based on signals, funnel stage changes, schedules, or custom conditions. When a trigger condition is met, Meza AI automatically executes the configured actions.
Use workflows to scale your customer success operations without adding headcount.
Workflow Components
🎯 Trigger
What starts the workflow
- • Signal fires
- • Funnel stage change
- • Scheduled time
- • Manual trigger
⚙️ Actions
What happens when triggered
- • Send notifications
- • Create CRM tasks
- • Send emails
- • Call webhooks
Creating a Workflow
Navigate to Workflows
Go to Configuration → Workflows in the sidebar.
Create Workflow
Click Create Workflow and give it a descriptive name.
Select Trigger
Choose what triggers the workflow — signal, funnel stage change, or schedule.
Add Conditions (Optional)
Add filters to limit when the workflow runs (e.g., only for Enterprise accounts).
Add Actions
Add one or more actions to execute when triggered.
Test & Activate
Test with a sample account, then activate the workflow.
Trigger Types
| Trigger | Description | Example Use |
|---|---|---|
| Signal | When a specific signal fires | Churn risk alert → Notify CSM |
| Stage Change | When account moves funnel stages | Entered "Engaged" → Send success email |
| Schedule | At specific times or intervals | Daily 9am → Send digest report |
| Manual | Triggered manually by user | Bulk outreach campaigns |
Available Actions
Slack Message
Post to a channel or send a DM
Microsoft Teams Message
Post to Teams channel
Send Email
Send via SendGrid integration
Create CRM Task
Create task in HubSpot or Salesforce
Update CRM Field
Update account properties in CRM
Webhook
Call an external API endpoint
AI-Suggested Workflows
AI Suggestions
Meza AI can analyze your data and suggest workflows based on patterns it discovers. Look for the ✨ AI Suggestions button on the workflows page.
Example Workflows
🚨 Churn Risk Response
Trigger: "Churn Risk" signal fires
Condition: Account MRR > $1000
Actions:
- Send Slack alert to #cs-alerts
- Create high-priority task in Salesforce
- Update account "At Risk" field to true
🎉 Activation Celebration
Trigger: Account enters "Activated" stage
Actions:
- Send congratulations email with next steps
- Notify CSM in Slack
✅ Tip