Workflow Automation

Design intelligent rules, deploy sequence models, and trigger instant alerts.

One-Click Dispatch Templates

Speed to Lead Follow-up

Instantly notify representative and send email introduction upon acquisition.

Stale Deal SLA Warning

Flag opportunites with inactivity over 14 days and alert account manager.

Demo Scheduled Sequence

Automate calendar confirmations and prep worksheets dispatch.

Click any node step to edit properties inside the inspector.
🔥

Lead status changed to Hot

trigger

Triggered when high-tier interest is registered

⏳

Wait Delay

action

Wait 5 minutes before replying

✉️

Send Email Outreach

action

Send "Introductory Deck" template

💬

Slack Notification

action

Post alert to channel #sales-leads

✅

Sequence Completed

end

Finished execution path

Node Inspector
Configure selected node parameters.
Step Label
Step Description
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