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.
Integrate Recall
MESA is the most approachable way to integrate Recall into workflows that automate your work with less effort.
Connect Recall to popular apps
Automate Recall in less clicks.
Personalize workflows with built-in apps
Leverage MESA's built-in tools to personalize any automation.
Start from customizable templates
MESA includes pre-made Recall workflow templates to get you started quickly.
Or, build your own Recall workflow
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Recall docs in our knowledge base.
Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.
Popular use cases for automating Recall
Connecting Recall into workflows helps you get more done in less time.
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.
Expert Workflow Setup
Need help crafting the perfect automation? We offer worflow setup services to help you add automation into your work more quickly. Request a custom workflow.
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.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.
