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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

Use this file to discover all available pages before exploring further.

Automations allows you to connect Triple Session with other tools, enabling your team to send and receive data anywhere. Because AI Coach produces unique intelligence and insights about your sales conversations, Automations gives you a way to put that data to work in the tools your team already uses — from CRMs and spreadsheets to Slack and custom webhooks.
Automations is currently in closed beta. If you’re interested in testing it, reach out to your CSM or email support@triplesession.com.

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How automations work

Every automation follows the same Trigger → Filter → Action model:
  1. Trigger — An event occurs that starts the automation (for example, a meeting finishes).
  2. Filter — Conditions are checked to determine whether the automation should run (for example, score above 70 or meeting duration over 30 minutes).
  3. Action — One or more actions execute in sequence (for example, send a Slack message or update a CRM field).
Trigger → Filter → Action automation workflow
This three-step structure keeps automations predictable and easy to audit. You define exactly when a workflow fires and what it does, so there are no surprises.

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When to use automations vs. manual exports

Use automations when you want data to flow without any manual intervention — for example, posting a Slack summary to a channel after every reviewed call, or writing deal insights into HubSpot the moment a call ends. Use manual exports (such as the Update CRM button on a recording) when you want to review the data before it is sent, or when you only need to push information on a case-by-case basis.

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Available recipes

The following guides walk you through the most common automation workflows:

Slack notifications

Push call summaries, insights, and coaching alerts to a Slack channel as soon as a meeting is reviewed.

Send to Power BI, Sheets, and more

Export AI Coach data to Power BI, Google Sheets, Tableau, or any other app using a webhook and Zapier.

Review meetings from other platforms

Send transcripts or recordings from any external system to Triple Session via a webhook for automatic AI Coach review.

Auto-update CRM fields

Automatically write scorecard results and deal insights into HubSpot or Salesforce fields when a call ends.

Deal insight automations

Trigger workflows based on specific keywords, competitors, or insights detected in a conversation.