Start with a template
Lead enrichment
CRM → enrich → route
Support triage
Inbound → classify → assign
Doc indexer
Drive → summarize → search
Meeting notes
Recording → summary → action
My Workflows
3
Create New
Describe what you want this workflow to do…
Generating…
TRIGGER
New Lead in Pipestream
When a lead is created with status = "New"
AI ACTION
Claude Sonnet 4.5
Enrich & Score Lead
Look up the company, infer fit, assign a score 1–100
ACTION
Notify #sales on Pingboard
Post enriched lead card to the channel
Workflow Settings
Name
Lead Enrichment v2
Run frequency
Real-time
AI CREDITS
~9 runs left
18
Live preview
Watching a sample lead run through
AI credits
18
/ 80
i
1
Day 0 UX
ACME · LEAD ENRICHMENT v2 REVIEW
3 pages · 24 elements
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Add a
lead score > 60
filter before the AI Action runs.
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