{"id":1176,"date":"2026-03-17T06:46:38","date_gmt":"2026-03-17T06:46:38","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1176"},"modified":"2026-03-17T06:46:38","modified_gmt":"2026-03-17T06:46:38","password":"","slug":"workflow-trigger-transcript-generated-2","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/workflow-trigger-transcript-generated-2\/","title":{"rendered":"Workflow Trigger &#8211; Transcript Generated"},"content":{"rendered":"<p class=\"p1\" dir=\"ltr\">The\u00a0<span class=\"s1\"><strong>Transcript Generated<\/strong><\/span>\u00a0workflow trigger enables intelligent post-call automation by activating workflows the moment a call transcript becomes available. It works across\u00a0<span class=\"s1\"><strong>Voice AI<\/strong><\/span>,\u00a0<span class=\"s1\"><strong>IVR<\/strong><\/span>, and\u00a0<span class=\"s1\"><strong>LC Phone<\/strong><\/span>\u00a0calls, allowing you to automate follow-ups, update CRM data, create tasks, and leverage insights from real conversation content \u2014 all without manual intervention.<\/p>\n<p dir=\"ltr\" data-end=\"7184\" data-start=\"7086\">If Voice AI Translation is enabled for your agent, workflows triggered post-call can receive both:<\/p>\n<ul data-end=\"7237\" data-start=\"7185\">\n<li data-end=\"7212\" data-start=\"7185\">\n<p data-end=\"7212\" data-start=\"7187\"><strong dir=\"ltr\" data-end=\"7212\" data-start=\"7187\">Translated transcript<\/strong><\/p>\n<\/li>\n<li data-end=\"7237\" data-start=\"7213\">\n<p data-end=\"7237\" data-start=\"7215\"><strong dir=\"ltr\" data-end=\"7237\" data-start=\"7215\">Translated summary<\/strong><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-end=\"7452\" data-start=\"7239\">Use these translated fields to route internal notifications, generate localized follow-ups, or write standardized outcomes to CRM records.\u00a0<strong dir=\"ltr\" data-end=\"7463\" data-start=\"7454\">Note:<\/strong> If translation is not enabled, workflows use the default transcript\/summary generated for the call<\/p>\n<hr \/>\n<h1 id=\"\u200b\u200bWhat-Is-the-Transcript-Generated-Trigger?\"><strong>What Is the Transcript Generated Trigger?<\/strong><\/h1>\n<p class=\"p1\" dir=\"ltr\">The\u00a0<span class=\"s1\"><strong>Transcript Generated<\/strong><\/span> trigger automatically activates a workflow as soon as OneSystemCRM finishes transcribing a recorded call. Once fired, it passes a rich set of call details including the full transcript, duration, direction, caller location, timestamps, and more into your automation so you can launch downstream actions immediately.<\/p>\n<p class=\"p1\">This trigger supports:<\/p>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Voice AI Calls<\/strong><\/span>\u00a0\u2013 Transcription is enabled by default.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>LC Phone Calls<\/strong><\/span>\u00a0\u2013 Requires transcription to be enabled in Phone Settings.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>IVR Calls<\/strong><\/span>\u00a0\u2013 Requires transcription to be enabled in IVR Settings.<\/li>\n<\/ul>\n<p class=\"p1\" dir=\"ltr\">By connecting call intelligence with workflow automation, this trigger helps businesses respond faster, personalize communication, and reduce administrative workload.<\/p>\n<hr \/>\n<h2 id=\"Key-Benefits-of-the-Transcript-Generated-Trigger\"><strong dir=\"ltr\">Key Benefits of the Transcript Generated Trigger<\/strong><\/h2>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong dir=\"ltr\">Instant Post-Call Automation:<\/strong><\/span>\u00a0Trigger follow-up actions seconds after a call ends, eliminating manual delays.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>AI-Powered Personalization:<\/strong><\/span>\u00a0Feed transcript data into AI Decision Maker or GPT Actions to tailor next steps based on sentiment, intent, or key phrases.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Actionable Insight Capture:<\/strong><\/span>\u00a0Automatically record buying intent, objections, or keywords directly in the contact record.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Comprehensive Data Access:<\/strong><\/span>\u00a0Use call metadata (duration, direction, timestamps, location, and user info) for precise automation logic.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Omnichannel Support:<\/strong><\/span>\u00a0Works seamlessly across Voice AI, IVR, and standard LC Phone calls.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Operational Efficiency:<\/strong><\/span>\u00a0Streamline repetitive post-call admin tasks and let your team focus on meaningful engagement.<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"How-to-Set-Up-the-Transcript-Generated-Trigger\"><strong>How to Set Up the Transcript Generated Trigger<\/strong><\/h2>\n<h3 id=\"Step-1:-Create-or-Edit-a-Workflow\"><strong>Step 1: Create or Edit a Workflow<\/strong><\/h3>\n<p class=\"p4\"><span class=\"s3\">Navigate to\u00a0<\/span><strong>Automation &gt; Workflows<\/strong><span class=\"s3\">, and click\u00a0<\/span><strong>+ Create Workflow<\/strong><span class=\"s3\">.<\/span><\/p>\n<p class=\"p1\">Choose\u00a0<em>Start from Scratch<\/em>\u00a0or open an existing workflow.<\/p>\n<p class=\"p1\"><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057196440\/original\/R2uoEFMc0ZtxbpO1rTnLxEj-TK2V0rYg3A.png?1761822044\" data-attachment=\"[object Object]\" data-id=\"155057196440\" data-index=\"0\" \/><\/p>\n<h3 id=\"Step-2:-Add-the-Transcript-Generated-Trigger\"><strong>Step 2: Add the Transcript Generated Trigger<\/strong><\/h3>\n<p class=\"p1\">Click\u00a0<span class=\"s1\"><strong>Add New Trigger<\/strong><\/span>\u00a0and select\u00a0<span class=\"s1\"><strong>Transcript Generated<\/strong><\/span>\u00a0from the trigger list.<\/p>\n<p class=\"p3\"><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057211567\/original\/fm0Aa6OyMltWIvGPQGTW52HBY3msd44aRw.png?1761828147\" data-attachment=\"[object Object]\" data-id=\"155057211567\" data-index=\"1\" \/><\/p>\n<h3 id=\"Step-3:-Enable-Transcription\"><strong dir=\"ltr\">Step 3: Enable Transcription<\/strong><\/h3>\n<p class=\"p1\">Transcription must be enabled for the trigger to function.<\/p>\n<ul>\n<li class=\"p1\" dir=\"ltr\"><span class=\"s1\"><strong>Voice AI:<\/strong><\/span>\u00a0Enabled by default.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>LC Phone:<\/strong><\/span>\u00a0Click the CTA link within the trigger configuration to enable transcription in\u00a0<span class=\"s1\"><strong>Phone Settings<\/strong><\/span>.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\" dir=\"ltr\"><span class=\"s1\"><strong>IVR:<\/strong><\/span>\u00a0Click the CTA link within the trigger configuration to enable transcription in\u00a0<span class=\"s1\"><strong>IVR Settings<\/strong><\/span>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057212911\/original\/h7sPks6XiNcRkTY01MgNQszmaO2-ztAr2Q.png?1761828696\" data-attachment=\"[object Object]\" data-id=\"155057212911\" data-index=\"2\" \/><\/p>\n<pre class=\"fd-callout fd-callout--note\" dir=\"ltr\">If transcription is not enabled, the workflow will display a prompt to go to settings and enable it.\r\n\r\n<img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057212263\/original\/kJDGoasbLz4OS7c4el3Al7sWQxg2osuG4Q.png?1761828452\" data-attachment=\"[object Object]\" data-id=\"155057212263\" data-index=\"3\" \/><\/pre>\n<h3 id=\"Step-4:-Apply-Filters\"><strong>Step 4: Apply Filters<\/strong><\/h3>\n<p class=\"p1\">Fine-tune when your workflow fires by applying filters such as:<\/p>\n<ul>\n<li class=\"p1\"><span class=\"s1\"><strong>Call Type:<\/strong><\/span>\u00a0Choose Voice AI, IVR, or Normal Calls.<\/li>\n<\/ul>\n<ul>\n<li><span class=\"s1\"><strong dir=\"ltr\">Call Direction (Optional):<\/strong><\/span>\u00a0Filter by inbound or outbound calls.<\/li>\n<\/ul>\n<ul>\n<li class=\"p1\" dir=\"ltr\"><span class=\"s1\"><strong>Call Duration (Optional):<\/strong><\/span>\u00a0Set a minimum duration to exclude short or incomplete calls (e.g., greater than 30 seconds).<\/li>\n<\/ul>\n<p class=\"p3\"><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057379567\/original\/Ram6nqDg85MgHTnOAxmFW0b_Sy5tQe2y7w.png?1762079186\" data-attachment=\"[object Object]\" data-id=\"155057379567\" data-index=\"4\" \/><\/p>\n<p class=\"p3\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155057379613\/original\/bq6MRmWvzwbBTGhW346UUSUgcpJAUvy0Fw.png?1762079354\" data-attachment=\"[object Object]\" data-id=\"155057379613\" data-index=\"5\" \/><\/p>\n<h3 id=\"Step-5:-Save-and-Publish\"><strong>Step 5: Save and Publish<\/strong><\/h3>\n<p class=\"p1\" dir=\"ltr\">Once configured, click\u00a0<span class=\"s1\"><strong>Save Trigger<\/strong><\/span>, add your desired workflow actions, and toggle the workflow from\u00a0<em>Draft<\/em>\u00a0to\u00a0<em>Publish<\/em>\u00a0to activate it.<\/p>\n<hr \/>\n<h2 id=\"Frequently-Asked-Questions\"><strong>Frequently Asked Questions<\/strong><\/h2>\n<p><strong dir=\"ltr\">Q: What happens if transcription fails or only partial audio is available?<\/strong><\/p>\n<p class=\"p3\" dir=\"ltr\">If a call fails to transcribe completely (e.g., poor audio quality, missing recording segment), the\u00a0<span class=\"s2\"><strong>Transcript Generated<\/strong><\/span> trigger will not fire. OneSystemCRM only fires this trigger when the system confirms a successful transcript is generated. For partial transcripts, the workflow fires normally, but missing text segments appear as blank in the\u00a0<span class=\"s3\">{{full transcript}}<\/span>\u00a0custom value.<\/p>\n<p><strong dir=\"ltr\">Q: Can multiple workflows use the same transcript event simultaneously?<\/strong><\/p>\n<p class=\"p3\">Yes. The \u201cTranscript Generated\u201d event can trigger multiple workflows if each has its own condition (e.g., different filters or call directions). However, ensure filters don\u2019t overlap unnecessarily to avoid redundant automations, such as duplicate emails being sent.<\/p>\n<p class=\"p3\"><strong dir=\"ltr\">Q: How is transcript data stored and secured?<\/strong><\/p>\n<p class=\"p3\">Transcripts are securely stored within OneSystemCRM infrastructure and associated only with the corresponding contact record. Access is governed by user permissions. Admins can view, delete, or export transcripts. Transcript text is not exposed externally unless shared through workflow actions (like sending it via email or webhook).<\/p>\n<p><strong dir=\"ltr\">Q: Can this trigger work with calls imported or synced from third-party systems (like Twilio or custom Voice AI integrations)?<\/strong><\/p>\n<p class=\"p3\">No. The trigger only works for\u00a0<span class=\"s2\"><strong>calls recorded and transcribed within the OneSystemCRM ecosystem<\/strong><\/span>. Imported call logs or external system transcripts do not activate this workflow trigger because they bypass the internal transcription pipeline.<\/p>\n<p><strong dir=\"ltr\">Q: What happens if the same contact has multiple transcripts generated in a short period?<\/strong><\/p>\n<p class=\"p3\">Each transcript event (per call) fires independently. OneSystemCRM processes them in chronological order, so simultaneous events are queued sequentially. This ensures that automation actions (like tagging or updating contact fields) execute consistently without data collision.<\/p>\n<p><strong dir=\"ltr\">Q: Is there a limit to how large a transcript can be for workflow processing?<\/strong><\/p>\n<p class=\"p3\" dir=\"ltr\">Yes. Workflow execution can reference transcripts up to\u00a0<span class=\"s2\"><strong>16 KB<\/strong><\/span>\u00a0when stored in custom fields. For longer conversations, use a\u00a0<span class=\"s2\"><strong>note field<\/strong><\/span>\u00a0or\u00a0<span class=\"s2\"><strong>file URL storage<\/strong><\/span>\u00a0(via webhook or CRM action) to avoid truncation. The workflow itself can still execute based on the full transcript, even if not stored in a field.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The\u00a0Transcript Generated\u00a0workflow trigger enables intelligent post-call automation by activating workflows the moment a call transcript becomes available. It works across\u00a0Voice [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[47],"doc_tag":[],"class_list":["post-1176","docs","type-docs","status-publish","hentry","doc_category-workflow-triggers"],"year_month":"2026-09","word_count":846,"total_views":"33","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Workflow Triggers","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/workflow-triggers\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1176"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1176\/revisions"}],"predecessor-version":[{"id":1177,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1176\/revisions\/1177"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1176"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1176"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}