Recall + Filter workflows
MESA is the fastest way to automate Recall to Filter . 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 Recall to Filter 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 Recall with Filter ? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Recall and Filter steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Recall docs in our knowledge base.
Why automate Recall to Filter ?
Recall to Filter automations get more done in less time. Automate the everyday tasks holding back your potential growth.
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.
Targeted Automation
Filter sets specific conditions for your automation workflows, ensuring that only relevant data triggers a particular action. A targeted approach can enhance the relevance and effectiveness of your marketing or customer engagement efforts.
Operational Efficiency
By incorporating conditional steps, Filter ensures that automated actions are only executed when certain criteria are met. This reduces unnecessary processing and allows for more efficient use of resources to maximize productivity.
Improved Data Accuracy
Utilizing Filter to define specific conditions ensures that only the right data is used in a given automation process. This minimizes errors and ensures that actions are based on accurate and relevant information, enhancing overall reliability.
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.
