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Demo 04
CRM & Email Automation
Trigger a new lead and follow the workflow end to end: AI classification, CRM record, a personalized email draft, follow-up scheduling, and an internal notification.
Demo Safe sample data only. Deterministic client-side logic. No live model calls.
Workflow
1
New lead received
Webhook fires on form submit
2
AI classification
Need, grade & owner assigned
3
CRM record created
Contact + deal upserted
4
Email drafted
Personalized to the lead
5
Follow-up scheduled
Task created with due date
6
Team notified
Message to owner
Artifacts
DemoTrigger the workflow to see artifacts appear.