Automations / workflow

Build the hand-off once.

Trigger lightweight demo workflows when a business event happens. No WhatsApp, email, invoice or external action is sent from this template.

01New lead receivedTrigger enters from web form or customer channel.

02Assign ownerRoute the opportunity to the right sales owner.

03WhatsApp follow-upPrepare a personalised communication step.

04Create follow-up taskAdd the next action to the shared work queue.

● ACTIVE / DEMO WORKFLOW128 runs · 96% illustrative successNothing sent externally

Process without the chase

Routine should feel automatic.

Automations are designed as visible hand-offs, not mysterious background magic. Every trigger and action remains understandable to the team.