Settings
Workflows are trigger → actions rules (src/lib/automation/) — reusable, not hardcoded per feature.
"Won" always creates a client + deal directly in code (too critical to depend on a workflow staying enabled), everything else here is optional and can be turned off.
Workflows
Notify on positive reply
Trigger: positive reply detected
- → notify user
- → create task
Research new leads
Trigger: lead added
- → run ai research
Task on meeting booked
Trigger: meeting booked
- → create task
Recent executions
No workflows have run yet.