Workflows

Three executable templates. Internal tools create real linked records in this workspace; external services show “Connection required”.

Inquiry to outcome
Extract contact and need, file in CRM, draft a grounded answer, and create a next-action task.
  1. Extract contact & need→
  2. Create/update CRM contact & inquiry→
  3. Search knowledge sources→
  4. Draft grounded reply→
  5. Create next-action task
Document to record
Extract fields from document text, validate required fields, create a source-linked record, queue missing fields.
  1. Store document as source→
  2. Extract labelled fields→
  3. Validate required fields→
  4. Create source-linked record
Meeting notes to tasks
Find action items, keep stated owners/dates, create native tasks, write a summary and calendar proposals.
  1. Find action items→
  2. Create native tasks→
  3. Write daily summary→
  4. Prepare calendar proposals