DOCUMENTATION

Built alongside the product.

Guides, references and recipes for the operators actually running these flows.

Recipes

Inbound lead → CRMSALES OPS
Lead form
If qualified
Podio item
Text the agent
Email triageINBOX ZERO
New email
AI classify
Slack the owner
Nightly data syncBACK OFFICE
Every night
Read sheet
Push to API
Invoice follow-upFINANCE
Daily 9am
Unpaid only
Reminder email

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