Estimated read time: 8 minutes

Overview

Signals is an automated monitoring system that captures key insights from meetings, attaches them to recordings, and surfaces them when needed—enabling smarter search filters and workflow triggers. By reducing time spent searching through calls and preventing unnecessary workflow executions, Signals helps revenue teams, particularly RevOps professionals, work more efficiently by letting AI handle data analysis while humans focus on high-value activities.

Default Signals in Your Workspace

Based on popular insights used by most companies, we built default Signals and pre-loaded them into each AskElephant workspace.

1. Next Steps:

Captures all next steps or action items, storing them for easy integration with Slack or your task management software.

2. Meeting Summary:

Now your meeting summaries are automatic and actionable because they have a home. Say goodbye to siloed, custom GPTs — or that archaic copy/paste method that few will admit they still use every day.

3. Objections:

Automatically flags when customers share concerns or blockers. Even the ones you may not have noticed. Now your customers will feel heard and understood.

4. Churn Indicators:

Now your early-warning system for churn is even faster, giving you more time to be proactive and drive big wins on retention.

5. Call Categorization:

Now all your calls receive instant triage, which saves you time.

Maximize Insights with Signals

Here's how to utilize them:

1. Go to Search

Click the Search button in the top-left corner of your AskElephant workspace.

2. Show or Hide Signal Columns

At the top of your Search view, click Columns. You’ll see a list of available properties, including your custom Signals.

3. Pick Your Signals

Check the boxes next to the Signals you want to view (for example, “Objection,” “Churn Risk,” or “Next Steps”). The Signals you select will instantly appear as new columns in your Search table.

4. Get Insights and Take Action

Scan your table to see which calls triggered the Signals you care about. Spot red flags, opportunities, and trends right away — without any manual searching.

How to Configure Advanced Signals in AskElephant

1. Open the Signals Menu

Click on your name or profile icon in the lower-left corner of the AskElephant screen.

In the menu that pops up, click “Signals.”

2. See Existing Signals or Start a New One

Here, you can view, search, or browse existing signals.

To make a new one, click the black “New signal” button at the top right.

3. Set Up Your New Signal

Name your signal: Something clear & specific (e.g. “Objection” “Next Steps”).

Add a tag: Use tags to organize, group, and later search/filter your signals.

4. Write your Signal Prompt

In the prompt box, clearly describe what you want the signal to extract from calls.

5. Adjust AI Model (optional)

Select which AI model you want to use.

Tip: Picking the right AI model for your use case:

Recommended: General go to for tasks like call categorizing, identifying churn risk, and pulling customer quotes. A solid default pick for almost any prompt. Lite: Great for when you need basic analysis for a large quantity of meetings. If you want to scan every meeting for competitor mentions or run a Signal that can flag on every call, this is your go to.

Creative: Perfect for dissolving ambiguity and providing unique insights. If you want to find missed solutions and opportunities or understand a reluctant customer this AI model is for you. Analytical: Working with specific numbers, dates, times, or other specific properties? This model is great for pinpointing specifics or running quick calculations.

6. Set the Signal Type

Signal Type tells AskElephant what format to expect for the extracted data.

Tip: Choose single select if you want the Signal to pick from a specific set of options, such as deal stage (Demo, Proposal, Closed Won) or call sentiment (Positive, Neutral, Negative). This option helps keep your data consistent and makes it easy to filter and report on later.

If you need to capture open-ended answers, detailed feedback, or anything that could vary widely — like customer requests or meeting notes — choose text instead.

As a rule of thumb, use single select for known categories, and text for anything freeform.

7. Choose Engagement Scope (What Calls Should Run This Signal)

Decide where the signal should apply.

All engagements: Runs on every call.

External only: Runs only on calls with external (customer) participants.

Custom: Pick specific conditions — e.g., only for certain teams, labels, or types of meetings.

Tip: The more specific your engagement scope the better your results. Each AI model has a limited amount of information it can review, but by using specific engagement scopes you can tune-in to the relevant engagements and filter out noise (irrelevant information) that can weaken the Signal.

Example: Company A logs hundreds of meetings company-wide each week, but the RevOps team is focused on surfacing insights specifically from HubSpot Partner meetings. Without refinement, the Signal would get diluted by noise from all meeting types. By leveraging the Custom Engagement Scope, RevOps can isolate those 30 HubSpot Partner meetings from the broader set. As a result, the Signal is tuned exclusively to relevant data—yielding faster, higher-quality insights. Use targeted scoping like this to keep your analytics precise.

8. Create & Test Your Signal

Click "Create & test signal". Refine your prompt as needed until the info extracted looks right.

How to Improve Workflows and Agents with Signals

Signals take your workflows from good to great by making triggers and automations ultra-specific and much more reliable.

Smarter triggers: Signals act like microagents — each one monitoring for a very specific insight, such as account health, competitor mentions, or deal blockers. Because AI is most reliable when it's assigned one focused job, your workflows will run with much more accuracy and relevance.

For example, instead of running a workflow after every call, you can have it execute only if the “Renewal Risk” signal is flagged as “High.”

In practice, this means your agents and workflows:

• Only activate when the right conditions are met
• Surface the right information, to the right person, at the right time
• Drastically reduce busywork and false positives
• Deliver impact you can measure, not just automation you can see

What Signals Means For You

Using Signal-Based Workflow Triggers in AskElephant

Signal-based workflow triggers transform your meeting insights into automated actions. These powerful automation tools allow you to create responsive workflows that activate when specific conditions are met in your meetings, enabling your team to take immediate action on important customer signals without manual intervention.

AskElephant provides two distinct signal-based triggers that help you automate follow-up actions, alert team members, and update your CRM systems based on what happens during your customer conversations.

Signal Ready Trigger

What It Does

The Signal Ready trigger activates whenever a signal is updated during or after a meeting. This trigger monitors your signals in real-time and launches workflows when specific signal conditions are met.

How to Set It Up

To configure a Signal Ready trigger:

1. Open the workflow builder and create a new workflow.
2. Click "Start with trigger" in the interface.
3. Select "Signal Ready" from the AskElephant triggers section.
4. Configure your signal filters (at least one filter is required).

Signal Filter Configuration

Each Signal Ready trigger requires at least one signal filter, though you can add multiple filters for the same signal. Here's how signal filters work:

• Signal Selection: Choose your target signal from the dropdown menu.
• Operator: Define how the signal value should be evaluated:
• No operator: Checks for signal presence only.
• Equals: Exact match required.
• Contains: Partial match acceptable.
• Greater than/equal to: Numerical comparisons.
• Value: Specify the threshold or content to watch for.

Example Configuration

For a budget and timeline signal, you might set:

• Filter 1: Signal contains "$30,000".
• Filter 2: Same signal contains "five months".

When both conditions are met, the workflow triggers automatically.

Available Outputs

Signal Ready triggers provide five key outputs for use in your workflow:

• Signal ID: Unique identifier for the signal.
• Signal Name: Display name of the triggered signal.
• Description: Signal description details.
• Data Type: Classification of signal type.
• Signal Value: The actual content that triggered the workflow.

New Meeting with Signals Trigger

What It Does

The New Meeting with Signals trigger activates when a meeting concludes and signal extraction is complete. This trigger is ideal for post-meeting workflows that need access to both meeting details and signal information.

Configuration Options

This trigger offers extensive customization:

Meeting Scope:

• Priority level: Control workflow execution order.
• Participant filtering: Include or exclude specific team members.
• Meeting type: Internal only, external only, or all meetings.
• Tags: Run only on meetings with specific workspace tags.
• Media type: Target phone calls, video meetings, or other formats.
• Privacy settings: Include or exclude private meetings.

Signal Filtering:

• Signal filters: Same functionality as Signal Ready trigger.
• Signal tags: Additional segmentation based on signal tags.

Rich Output Variables

New Meeting with Signals triggers provide comprehensive data:

Meeting Information:

• Meeting reference, title, and transcript.
• Meeting and share links.
• Start and end times.

Contact Details:

• Primary contacts (internal and external).
• All attendee information (names, emails, lists).

Company Data:

• Primary company details (name, description, domain).
• All associated companies.

Signal Data:

• Complete signals list (keyed by signal name).
• Boolean indicator for signal presence.

Practical Use Cases

Sales Automation

Budget-Based Alerts: Create tiered workflows that notify different sales team members based on budget discussions. A $5,000 budget mention might alert one salesperson, while a $50,000 discussion escalates to senior sales staff.

Deal Health Monitoring: Set up sentiment-tracking signals that automatically alert managers when a meeting sentiment shifts negative, enabling immediate intervention.

CRM Integration

Automatic Deal Updates: Push signal data directly to HubSpot or Salesforce, updating deal stages, risk assessments, or opportunity scores based on meeting content.

Lead Scoring: Implement fit-scoring signals that automatically route prospects to appropriate sales team members based on their compatibility scores.

Marketing and Content

Customer Story Collection: Identify highly satisfied customers through positive sentiment signals and automatically create tasks for marketing teams to develop case studies or testimonials.

Social Media Content: Generate LinkedIn post ideas when signals detect customer enthusiasm, complete with meeting quotes and context.

Revenue Operations

Deal Segmentation: Automatically organize deals by budget ranges, helping RevOps teams maintain accurate pipeline categorization.

Churn Risk Management: Identify at-risk accounts through negative signals and trigger immediate customer success interventions.

Best Practices

Signal Design

Design your signals with automation in mind. Clear, specific signal outputs make for more reliable workflow triggers.

Filter Strategy

Start with simple filters and add complexity gradually. Test your workflows with sample data before deploying them across your entire team.

Output Utilization

Take advantage of the rich output variables available, especially with New Meeting with Signals triggers, to create comprehensive automated responses.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.