Workflows
Three intake workflows operators ship first.
Concrete examples — names, triggers, steps, review points, and outputs. Not abstract assistants.
Lead qualification
B2B
TriggerForm submission, inbound email, or CRM event
Steps- Classify the lead against your ICP
- Enrich with firmographic data from connected sources
- Score against your qualification rubric
- Draft a routing recommendation
ReviewScore < 0.85 routes to a sales reviewer; otherwise auto-assigns.
OutputCRM record updated; rep notified with summary and qualification rationale.
Matter / case intake
Services
TriggerNew client form, scanned referral, or scheduling-app booking
Steps- Extract structured data from the submission
- Check for conflicts against existing matters
- Create a matter record with the right tags
- Draft an acknowledgment to the client
ReviewAlways pauses for attorney/manager approval before the acknowledgment goes out.
OutputMatter created in your practice management system; approved acknowledgment sent.
Customer onboarding
SaaS / services
TriggerContract signed event from your CLM or billing system
Steps- Provision the customer record across your stack
- Generate a welcome packet personalized to their plan
- Schedule a kickoff and assign an account owner
- Open Day-3 and Day-14 follow-up tasks
ReviewWelcome packet draft is reviewed before send; provisioning runs auto.
OutputCustomer fully provisioned; kickoff calendar invite sent; CSM dashboard updated.
Inbound triage
Cross-vertical
TriggerShared inbox or "contact us" form
Steps- Classify by intent (sales, support, billing, partnership, spam)
- Enrich with sender history if known
- Draft an acknowledgment matched to the intent
- Route to the right queue with priority
ReviewAcknowledgment drafts pause for review when intent confidence is below threshold.
OutputRight queue, right priority, right owner — within minutes of arrival.