Hot inbound routing
Score lead → assign owner → create follow-up
148 runs this month
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Agentic workflows
Automations
Rules for predictable work. AI blocks for everything messy in between.
Active workflows
Live
Silent deal rescue
No reply 4d → summarize → draft message
36 runs this month
Won deal handoff
Won → onboarding task → Slack webhook
19 runs this month
Silent deal rescue
Last run 18 minutes ago · 98.6% success
Trigger
Deal has no reply for 4 days
Pipeline: Sales · Stage is not Closed
AI block
Understand what is blocking the deal
Summarize objections, sentiment and last promised next step.
Condition
Risk score is above 70
Or expected value is greater than $10k.
Action
Draft contextual follow-up
Use deal history and owner writing style.
Action
Create owner task
Due today · priority high.