Manual input
Rep receives a lead → searches the company → checks the CRM for duplicates → scores it by feel → writes an email → sets a reminder.
Interactive operating map
Choose a department. See the workflow change from manual handling to controlled execution.
Selected operation
Rep receives a lead → searches the company → checks the CRM for duplicates → scores it by feel → writes an email → sets a reminder.
Enrichment, research summarization, scoring, personalized generation, tool calling.
Lead lands → enrich firmographics → deduplicate against CRM → score against your ICP rules → draft context-aware outreach → route to owner → log activity → schedule follow-up sequence.
Faster first touch, consistent qualification, CRM records that stay complete without rep discipline.
Use-case library
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40 of 40 use cases shown
Is your business ready?
Check what applies. Four or more usually justifies a discovery engagement.
Result
0/12
Assessment Recommended
This is an indicator, not a diagnosis. The assessment quantifies volume, touch count, cycle time and labor cost per workflow so prioritization is based on your numbers.
Map My Automation Opportunities