Getting Started with Triple Session Automations

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.

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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).

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: