Triggers, actions and statuses
The labels you will see on an automation: what can start one, what its steps can do, and what its runs report.
Triggers
What starts an automation.
| Trigger | What it means |
|---|---|
| When a meeting starts | The call has connected |
| When a meeting ends | The call is over |
| When the meeting summary is ready | Auron has finished summarising, so the content is available |
| When an entity record has no activity | A record has gone quiet for long enough to be worth chasing |
| On a schedule | On a clock instead of off an event |
| When a HubSpot contact is synced | A contact has come in from your HubSpot connection |
An automation with a trigger the app does not recognise shows the trigger's raw name instead of a blank.
Actions
What an automation's steps can do. A single automation chains several of these in order. The phone describes each step in plain language under How it works.
| Action | What it does |
|---|---|
| Get transcription | Reads what was said in the meeting |
| Create summary | Writes a summary of the meeting |
| Agentic step | Asks the agent to work through the meeting |
| Send email | Emails the result to an address |
| Get signals | Collects the signals found in the meeting |
| Append to CRM | Adds the result to the linked record |
| HTTP request | Sends the result to another system |
| Wait | Waits before carrying on |
| Place outbound call | Calls the record's phone number |
| Query entity records | Gathers records to look at |
| Get record context | Reads everything known about the record |
| Update record field | Fills in a field on the record |
| Search knowledge base | Looks the answer up in a knowledge base |
| Save to knowledge base | Files the result in a knowledge base |
| Request approval | Asks a person to approve before carrying on |
| Push to HubSpot | Writes the record back to HubSpot, always after an approval |
| Post to feed | Posts a card to the organization's feed and carries straight on |
| Organization health check | Checks what needs attention across the organization |
Request approval and Push to HubSpot are the steps that involve you directly. See Approvals.
Run statuses
| Status | What it means |
|---|---|
| Queued | Accepted, not started yet |
| Running | In progress |
| Waiting for you | Paused on an approval |
| Worked | Finished |
| Didn't finish | Stopped on an error |
| Cancelled | Stopped deliberately |
| Skipped | Had nothing to work on |
The last four are final. A run in any of them will not change again, which is why the Activity tab stops refreshing once every run has reached one.
Skipped usually means a step had no input, such as a test run when the agent has no recent meeting to work from. It is not a failure.