Incoming enquiry
Qualification criteria
- A recurring task to automate
- Ready to explore it this month
These fixed criteria drive this example. No AI judgement is involved.
A workflow you can try
From enquiry to follow-up,
in three steps.
See how an incoming request becomes a qualified lead and a clear next action. Try it in a private, temporary workspace.
Fictional data. Predefined actions. No live AI assistant. No emails sent.
Your own demo workspace
Meet Alex’s enquiry.
Alex runs a small business and wants to automate a recurring task. Follow the request from first contact to a scheduled follow-up.
No signup. Your demo data expires automatically.
- 1Read the enquiry
- 2Qualify the lead
- 3Create a follow-up
Qualified lead
Give the enquiry a next step.
Qualifying creates a contact and an open deal, then marks the enquiry as qualified.
- Deal
- Contact
- Status
Follow-up task
Keep the conversation moving.
Once the lead is qualified, create a task linked to the deal so the follow-up has a clear place to live.
- Task
- Due
- Status
Enquiry → lead → follow-up
One request. A clear next action.
You created real records in your temporary CRM. What recurring work would you like to take off your own team’s plate?
Discuss your workflowOnly this demo session can access these records. They are deleted when the session expires.