triggerNew website lead
Automated follow-up
Give completed work its next action.
Prepare lead and completed-job workflows, inspect their stop conditions, and return the review task to Ava Brooks's timeline.
AI Builder
Inactive draftSketch a workflow with words
actionNotify owner
waitWait for reply
conditionStop when the lead replies
Readiness dependenciesSMS provider readinessService SMS consent
Start from record state
A new lead or completed job becomes the governed trigger for a reviewable follow-through path.
Stop when context changes
The lead workflow waits and stops when the customer replies instead of continuing blindly.
Return to the record
The review or invoice task remains attached to Ava Brooks's timeline and visible next action.
Ava Brooks · illustrative record
Follow the record through the loop.
- 1Capture the state
Start from Ava Brooks's website inquiry or completed AC tune-up.
- 2Check the boundary
Notify the owner, wait, and stop the lead path when Ava replies.
- 3Prepare the action
Prepare a review or invoice task after the job reaches completed.
- 4Return to the record
Return the reviewed task to Ava Brooks's timeline and next action.
Labeled product and process proof
Workflow evidence, not retention proof.
Both previews remain inactive drafts, while the customer timeline shows where reviewed follow-through returns.
AI-built workflows save as inactive drafts and require review.Draft creation is not activation or external execution.
AI Builder
Inactive draftSketch a workflow with words
triggerJob completed
waitSMS provider readiness
conditionRequires review
actioncreate review or invoice task
Readiness dependenciesSMS provider readinessService SMS consent
Ava Brooks
Residential · Active
OwnerTaylor Morgan
1inquiry received
2owner assigned
3booking rescheduled
4job completed
5invoice opened
Readiness questions
Check the boundary before launch.
What does this product evidence show?
Both previews remain inactive drafts, while the customer timeline shows where reviewed follow-through returns.
What must be ready first?
AI-built workflows save as inactive drafts and require review. Draft creation is not activation or external execution.
Guided beta onboarding
Follow the record through the loop.
Prepare lead and completed-job workflows, inspect their stop conditions, and return the review task to Ava Brooks's timeline.