Paths + Recall workflows
MESA is the fastest way to automate Paths to Recall. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom Paths to Recall workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate Paths with Recall? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Paths and Recall steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Paths docs in our knowledge base.
Why automate Paths to Recall?
Paths to Recall automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Dynamic Order Routing
Automatically route orders based on specific conditions such as order value, location, or product type. High-value orders can be directed to a specialized fulfillment center, while standard orders are processed normally. This ensures that each order is handled in the most efficient way, optimizing both customer satisfaction and operational efficiency.
Custom Customer Follow-Up
Paths can tailor follow-up actions based on customer behavior. If a customer abandons their cart, trigger an email reminder; if they make a purchase, trigger a thank-you email and a request for feedback. This personalized approach helps in nurturing customer relationships and driving conversions by ensuring that each customer interaction is relevant.
Auto-generate client meeting summaries
When a client call transcript is created, automatically extract key decisions, action items, and next steps, then send a professionally formatted meeting summary to both your team and the client within minutes of the call ending. Keep everyone aligned without manual note-taking.
Weekly sales call analysis
Every Friday, automatically retrieve all sales call transcripts from the week, analyze conversation patterns and objections, then compile insights into a digest for your sales team. Identify which talking points resonate most and which objections need better responses.
Project kickoff documentation
When a project kickoff meeting transcript is generated, automatically create comprehensive project documentation by extracting requirements, timelines, and stakeholder responsibilities, then distribute the organized information to your project management tool and notify all team members via email.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
