An AI communication summary is created
An AI communication summary is created fires whenever the platform generates an AI-powered summary of communications for a contact. Use this trigger to automatically distribute summaries, update CRM records, or notify team members when fresh communication intelligence is ready.
This trigger fires each time a new summary is created, whether generated on a schedule or on demand.
Trigger scope
This trigger operates at the contact scope. Contact, company, and account actions are available downstream.
How it works
- The platform generates an AI communication summary for a contact.
- The automation evaluates any trigger conditions you've configured.
- If conditions are met, the workflow starts with the contact, their associated company, and the account in context.
- Downstream steps can use Add dynamic content to reference the summary content, contact fields, and company fields.
Available data
The AI-generated summary and standard contact, company, and account fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Summary content | The AI-generated text summary of communications |
| Contact name | Full name of the contact the summary was created for |
| Contact email | Primary email address for the contact |
| Company name | The company associated with the contact |
| Summary date | The date and time the summary was generated |