Workflow Demonstrations
Five workflows, one source of truth
Each workflow below runs on documents from the vault. Watch where the team acts, where the agent assists, and where human approval is the rule — that mix is the whole design.
Lead-to-Estimate steps
- 1
New lead received
TeamLead lands in GHL as `New Lead`. Speed-to-lead target: first contact within 15 minutes in business hours.
- 2
Qualification
TeamRosa's quick screen (location, scope, urgency), then the rep's full five-point check — decision-makers and budget reality included.
- 3
Agent preps the file
AgentThe agent assembles what's known from the contact record and flags what still needs asking.
- 4
Estimate scheduled
TeamQualified leads book Tara's site visit; card moves to `Estimate Scheduled`.
- 5
Estimate prepared and sent
TeamTara delivers within 3 business days of the visit; card moves to `Estimate Sent`.
- 6
Follow-up cadence
Human approvalDay 1 walkthrough call, day 3 nudge, day 7 direct ask, day 14 honest close-out. The agent drafts each touch; the rep reviews and sends.
- 7
CRM updated
TeamEvery touch logged; stage moves to `Won` or `Lost` with a reason. Dark leads feed reactivation later.
Lead-to-Estimate
From a new lead landing in GoHighLevel to a delivered estimate with follow-up running — the revenue-critical path.
Where the Brain earns its keep
The agent preps qualification notes, drafts every follow-up touch for review, and surfaces overdue cards — the cadence stops depending on who remembers.
Built from these documents
Which of your workflows would benefit first?
Follow-up, emergencies, content, complaints, reporting — the Brain organizes the knowledge; the workflows put it to work.