Workflow Automation Engine — When a Lead Arrives, 12 Things Happen Automatically
Manual handoffs break.
Someone forgets to notify the pricing team. The follow-up doesn't happen. The lead goes cold. Every missed handoff is revenue you worked for and then lost.
A Real Workflow
What happens when a new WhatsApp RFQ comes in
What You Can Automate
Six core automation categories
Lead routing
Assign to the right team member based on source, location, or product
SLA enforcement
Auto-alert if a lead isn't touched within your set timeframe
Team notifications
WhatsApp + email alerts to relevant stakeholders instantly
Follow-up sequences
Scheduled messages that stop when the customer replies
CRM status updates
Auto-move leads through pipeline stages
Weekly summary reports
Automated founder digest every Monday morning
"When a real estate lead comes in from 99acres after 6pm on Friday, assign to the Saturday queue, send a holding message to the buyer, and WhatsApp the broker: 'New hot lead — follow up by 10am Saturday.'"
Nothing silently fails
Every workflow action is logged with timestamp and status. If a WhatsApp message fails to send, the system retries 3 times and alerts you.
Pricing
One-time setup includes unlimited custom workflows.
Frequently Asked Questions
You describe the workflow. We build it.
Tell us your current process — however messy — and we'll show you the automated version.