Example system
Qualified lead to booked call
- 01Capture the request
A form, inbox, CRM event, or scheduled trigger starts the work.
- 02Apply rules and AI
The system classifies, drafts, checks, or routes the item.
Automated - 03Keep a human checkpoint
High-risk actions wait for approval before they move.
- 04Write back and report
Every result lands in the right system with a clear record.
Automated