> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxworks.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Automations connect your voice calls to the rest of your business. Trigger outbound calls from CRM events, sync call results back to your CRM, send notifications, and build end-to-end workflows — all without writing code.

## What are Automations?

Automations are configurable pipelines that move data between Voxworks and your external systems. Each automation starts with a **trigger** — an event that kicks off the pipeline — and flows through a sequence of **steps** that fetch data, create contacts, place calls, sync results, and send notifications.

| Component   | What It Does                                                                                                      |
| ----------- | ----------------------------------------------------------------------------------------------------------------- |
| **Trigger** | The event that starts the automation (webhook, call completed, integration event)                                 |
| **Steps**   | The actions to perform — transform data, create contacts, place calls, sync to CRM, send emails or SMS            |
| **Context** | A shared data object that flows through the pipeline, carrying trigger data, contact info, call results, and more |

Automations are standalone entities with their own page, editor, and execution log. They reference Scripts (via a Create Call step or trigger filter) but are not embedded inside Scripts.

***

## When to Use Automations

Automations are the right tool when you need to connect a voice call to something outside of Voxworks:

* **Inbound CRM triggers** — A new lead appears in Monday.com, and you want Voxworks to call them automatically
* **Post-call CRM sync** — After a call completes, push the summary, structured data, and outcomes back to your CRM
* **Notifications** — Send an email to the contact after the call, or alert your team via SMS when a call gets a low rating
* **Webhook integrations** — Receive data from any system via webhook, create a contact, and trigger an outbound call
* **Data enrichment** — Fetch live CRM data at the moment a call starts so your assistant has up-to-date context

***

## How Automations Work

An automation runs as a linear pipeline. Steps execute in order, and each step can read from and write to a shared context:

```text theme={null}
Trigger fires
  -> Step 1: Transform (map incoming fields)
  -> Step 2: Upsert Contact
  -> Step 3: Create Call
     [call executes with your Script]
  -> Step 4: Transform (map call results)
  -> Step 5: Sync to CRM
  -> Step 6: Send email to contact
  -> Step 7: Condition — if rating < 3, alert team via SMS
```

When a **Create Call** step is present, the pipeline splits automatically:

* **Pre-call steps** (before Create Call) execute immediately when the trigger fires
* **Post-call steps** (after Create Call) execute after the call completes and the summary is generated

This split is handled for you — just arrange your steps in order and Voxworks takes care of the timing.

***

## Next Steps

* [Triggers](/automations/triggers) — Learn about the events that start automations
* [Steps](/automations/steps) — Understand each step type and how to configure them
* [Field Mapping & Context](/automations/field-mapping) — How data flows through the pipeline
* [Call-Start Data Sourcing](/automations/call-start-data) — Fetch live CRM data when a call begins
* [Conditions](/automations/conditions) — Branch your pipeline based on call outcomes, ratings, status, or any data field
* [Pipeline Guides](/automations/pipeline-guides) — Step-by-step walkthroughs for common automation setups
* [Execution Log & Monitoring](/automations/execution-log) — Track and debug your automation runs
* [Example Pipelines](/automations/examples) — Ready-to-use examples for appointment reminders, lead qualification, payment follow-ups, surveys, and more