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.
Square to Recall Automations
MESA is the most flexible way automate Square to Recall. 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 Square to Recall?
Square to Recall automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Point of Sale (POS)
Square's POS integrations enable ecommerce businesses to manage their sales channels in real-time, unify their online and offline sales, and provide a consistent shopping experience across all channels.
Inventory Management
Square provides real-time inventory updates, making it easy for businesses to manage their inventory levels, track stock movement, and automate replenishment.
Omnichannel Loyalty Programs
Square offers a range of marketing and loyalty programs that allow ecommerce businesses to increase customer engagement, build customer loyalty, and drive sales growth.
Analytics and Reporting
Square provides detailed analytics and reporting tools that allow ecommerce businesses to monitor sales, identify trends, and make data-driven decisions.
Targeted Email Marketing
Segment your customer base more effectively. Nurture leads and convert one-time buyers into loyal customers, ultimately boosting sales without the need for manual data analysis.
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.
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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.
Learn how to automate Square
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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.
