Workflows
A workflow is one of your business processes from start to finish. Open one in Flow Studio to change it, simulate it, and publish a new version.
Client inquiry handling
Livev6Every message to the shared inbox is classified, answered from company documents, and reviewed before it goes out.
New inquiry receivedClassify the requestSearch company knowledgeDraft a replyComplaint or low confidence?Hand off to Tom WhitakerMarked as escalatedManager reviews the replySend the replyRecord the outcome- 412
- Runs, 30 days
- 94%
- Success
- 62 hr
- Time saved
- 38s
- Average run
Starts: New email to hello@northgateadvisory.com. Uses Customer Service Agent. Last run 12 min ago.
Daily leadership brief
Livev2A morning summary of meetings, deadlines, and open commitments, posted to #leadership.
Weekday morningCollect calendar and emailWrite the briefPost to #leadershipRecord the outcome- 21
- Runs, 30 days
- 100%
- Success
- 8.8 hr
- Time saved
- 1m 11s
- Average run
Starts: Weekdays at 7:00 AM. Uses Executive Assistant Agent. Last run 13 hr ago.
Overdue work sweep
Livev3Hourly check for overdue and stalled work, with alerts to the responsible manager.
Hourly during work hoursFind overdue and stalled workAnything found?Alert the responsible managerRecord the outcome- 196
- Runs, 30 days
- 97%
- Success
- 20 hr
- Time saved
- 19s
- Average run
Starts: Every hour, 8 AM to 6 PM. Uses Operations Coordinator Agent. Last run 28 min ago.
New client onboarding
Livev2When a deal is won, collect documents, schedule the kickoff, and set up the client record.
Deal wonDraft the welcome emailAccount lead approvesSend welcome and checklistWait for documentsCheck documents and schedule kickoffRecord the outcome- 6
- Runs, 30 days
- 83%
- Success
- 7.5 hr
- Time saved
- 2 days
- Average run
Starts: HubSpot deal moved to Closed won. Uses Customer Service Agent and Operations Coordinator Agent. Last run yesterday.
Lead intake and follow-up
Pausedv1New leads are researched, enriched in HubSpot, and given a first follow-up draft.
New leadResearch and enrichDraft first follow-upRep approvesSend follow-upRecord the outcome- 38
- Runs, 30 days
- 89%
- Success
- 9.5 hr
- Time saved
- 54s
- Average run
Starts: New contact created in HubSpot. Uses Sales Operations Agent. Last run 2 days ago.