Workflow examples
Illustrative use case
Route a new lead to its owner
See how a new inquiry can move from intake to the right sales queue.
- Inquiry received
- Match the contact
- Apply ownership rules
- Notify the owner
Illustrative use case
Review a supplier document
Follow a document from a shared inbox to a record a reviewer can trust.
- File received
- Extract fields
- Review uncertain fields
- Create the record
Illustrative use case
Answer from an approved handbook
Trace a team question through source retrieval, citation, and fallback.
- Question received
- Find approved sources
- Check evidence
- Return an answer with sources
Illustrative use case
Give each request an approver
See the decision trail for a purchase request that needs two reviews.
- Request submitted
- Team lead review
- Finance review
- Decision recorded
Illustrative use case
Find orders that need attention
See a delayed order become a traceable operations task.
- Read order event
- Match shipment
- Evaluate exception
- Assign a task