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Sales template
Enrich new CRM leads, classify them with AI, route by rule and request approval on high-value accounts.
The problem
New leads wait in a queue while someone researches the company, guesses the segment and assigns an owner by hand. High-value leads are handled no differently from the rest, and there is no record of why a lead went where it did.
Workflow
This is the complete workflow. Select a step to inspect it, run it with sample data, or simulate a failure to see recovery.
Trigger: CRM · New lead created
Select a step to inspect it, or press Run Workflow to start a simulated execution.
No execution yet. Steps will appear here as they run.
Select any step on the canvas to see its configuration and simulated output.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Steps
A new lead created in the CRM starts the workflow.
Company data is enriched so the lead has industry, size and region.
An AI step classifies the lead segment and returns a confidence score.
A business rule decides whether the lead is high value.
High-value leads pause for a sales manager's approval; others are auto-assigned.
The CRM record is updated and the owning channel is notified.
Required integrations
Integrations are planned. Templates run against sample data in the demo.
Configuration
CRM connection
Authorize access to leads and owners
Segment definition
Choose the categories the AI step may return
Value rule
Set the threshold that triggers approval
Approver
Pick the role that approves high-value leads
Notification channel
Select where owners are notified
Expected output
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