Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Recall to Mantle Automations
MESA is the most flexible way automate Recall to Mantle. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
Why automate Recall to Mantle?
Recall to Mantle 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.
Enrich Slack Notifications with User Data
Automatically enhance Slack event notifications by merging Shopify app installation alerts with additional user details from other sources. Gain a more complete view of new users in real time.
Build a Unified Merchant Search Tool
Recreate and enhance your internal search tools using Mantle’s while integrating multiple data sources. Empower teams to quickly access and analyze merchant information without switching platforms.
Automate User Tagging for New Installs
Tag users automatically when they install the app, ensuring they are properly categorized for onboarding, support, and marketing follow-ups. Improve segmentation and streamline workflows.
Sync and Centralize User Data Across Platform
Seamlessly connect Mantle with other business tools to consolidate user data from various sources. Maintain an up-to-date, unified database for better decision-making and customer insights.
Trigger Custom Workflows Based on App Installations
Set up automated workflows when new users install the app—send welcome messages, assign tasks, or trigger personalized follow-ups based on enriched user profiles. Improve engagement and streamline operations.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
