Workflows
4 active · 1106 contacts enrolled
New lead → AI qualification
Trigger: Form submitted · 412 enrolled · 388 completed
Enrich contact
AI lead score
Assign owner
Send intro email
94% completion rate
Trial day-3 activation nudge
Trigger: 3 days after signup · 268 enrolled · 251 completed
Check product usage
Branch: active / idle
Send tips email or SMS
94% completion rate
Deal stalled 7 days
Trigger: Deal untouched 7 days · 96 enrolled · 84 completed
AI draft follow-up
Create task
Notify owner in-app
88% completion rate
Post-sale onboarding journey
Trigger: Deal marked Won · 143 enrolled · 130 completed
Send welcome kit
Book kickoff call
Start 30-day check-in sequence
91% completion rate
NPS survey & advocacy loop
Trigger: 60 days after purchase · 187 enrolled · 165 completed
Send NPS survey
AI sentiment analysis
Route promoters to referral flow
88% completion rate