Intake workflow
Synthetic demonstration
Four cases a small service team meets every week. Choose one, run it, and watch each check decide what happens to the request.
Run an example
Synthetic demonstration
Incoming message
- office@juniperlane.example
- Company
- Juniper Lane Dental
- Service
- New patient cleaning
- Message
- We have two new team members who need cleanings booked this month.
Checks
- Check detailsWaiting
Email, company or name, service, and a message.
- Match recordsWaiting
Look for an existing record with the same email.
- Route to Simulated CRMWaiting
Create or update one record, awaiting review.
- Draft a replyWaiting
Prepare a reply that a person reviews before sending.
Result
Ready to run this example
Ready to run this example
Simulated CRM: 0 records
Read this before sharing it
- What is real
- The checks. The same deterministic rules run every time you press Run example: validation, matching by email, routing and a drafted reply.
- What is simulated
- Everything else. The businesses are fictional, the CRM is a simulated store in your browser, and nothing is sent or saved anywhere.
- What a person still does
- Reads each record and the drafted reply, then decides. The workflow never contacts the customer on its own.