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.