Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Recall Integrations
MESA is the most flexible way integrate Recall to any app so you can get more done with less effort.
Top companies trust MESA to automate the work that runs their business.
Connect Recall to your favorite apps
MESA lets you connect Recall to any app - no coding required.
Start with a pre-made template.
Quickly add automation with our pre-made Recall workflow templates.
Or, build your own Recall integration.
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Recall docs in our knowledge base.
Why integrate Recall with your business?
Integrating Recall into repeatable workflows helps you accomplish more in less time. Automate more tasks to unlock growth at scale.
Turn meeting transcripts into Shopify customer and order actions
When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.
Create follow-up tasks from sales calls automatically
When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.
Alert your team when a call surfaces an urgent customer signal
When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.
Log every customer call to your ops and reporting tools
When a meeting is recorded and transcribed in Recall.ai, MESA writes the summary and key details to Google Sheets, Airtable, or a Google Doc. Your team has a running record of every customer conversation without anyone maintaining it by hand.
Let AI extract insights from calls and act on them in Shopify
Your AI assistant reads Recall.ai transcripts and identifies signals worth acting on — a product request, a pricing concern, a repeat complaint — then updates the relevant records or triggers the right workflow in Shopify. Your conversations become inputs to your automation, not just archived files.
Expert Workflow Setup
Need help crafting the perfect automation? We offer worflow setup services to help you add automation into your work more quickly. Request a custom workflow.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
