The Workflows tab provides an audit trail of automated proactive activities triggered by external integrations, such as meeting preparations and post-call updates. These logs allow managers to track how SiftHub is automatically assisting the team by delivering timely insights directly to their inbox or Slack.
Key Numbers
At the top of the Workflows tab, you can monitor the scale of your automated assistance for the selected date range:
Total workflows: The cumulative number of automated tasks executed.
Transactions consumed: The total number of transactions consumed for these background processes.
Task Limit Note: SiftHub provides a summary notice indicating that up to 100 transactions may be consumed for each task executed within a workflow.
Understanding the Workflow Log Table
The table details every automated event triggered by your connected applications:
| Column | Description |
|---|---|
| Event | The specific name of the automated task (e.g., "Prep for Meeting" or "Post-call Update"). |
| Recipients | The email ids of team members who received the automated brief or update. Hovering over or clicking the recipient icons opens a modal showing the full list. |
| Date | A timestamp indicating exactly when the workflow was triggered. |
| Triggered by | Identifies the source integration that launched the task. Clicking on the Zoom or Google Calendar icon will take you directly to the specific call recording or calendar entry. |
| Transactions consumed | The specific credit cost for that individual automated event. |
Common Automated Workflows
SiftHub currently supports several proactive workflows visible in your logs:
Meeting Preparation (Prep for Meeting): Automatically triggered before a Google Calendar or Outlook meeting, these workflows gather relevant account history and document briefs to prepare reps for upcoming calls.
Post-Call Insights (Post-call Update): Automatically triggered by Zoom, Gong, or other call recording tools to deliver meeting summaries, identified pain points, and next steps immediately after a call ends.
Sales to Post-Sales Handover: Triggered by deal stage changes in your CRM or mentions of contract close in calls - to ensure Customer Success teams have all necessary context from the sales cycle.
Managing the Log View
Date Range Selector: Filter logs to view automated activity during a specific timeframe to assess the volume of background assistance.
Navigation: Like other logs, you can adjust the number of items displayed per page to easily browse your organization's automation history.