Workflows
8 workflows across 3 projects.
| Workflow | Status | Trigger | Last run | Runs | Owner |
|---|---|---|---|---|---|
| Lead enrichment Research, score and route new enterprise leads. | Active | HsNew contact in HubSpot | 2 min ago | 4,182 | Sarah Okafor |
| Customer onboarding Kick off accounts, schedule calls and send welcome sequences. | Active | HsDeal moved to Closed won | 18 min ago | 612 | Priya Raman |
| Weekly reporting Compile pipeline and support metrics into a Monday brief. | Active | ScEvery Monday, 08:00 | Mon, 08:00 | 38 | Marcus Lee |
| Support escalation Summarize urgent tickets and alert the right owner. | Needs attention | WhTicket tagged urgent | 41 min ago | 1,290 | Priya Raman |
| Invoice processing Extract invoice details, match POs and route approvals. | Active | GmEmail to invoices@ | 1 hr ago | 2,064 | Daniel Ortiz |
| Campaign reporting Pull campaign results into Sheets and post a summary. | Paused | ScDaily, 17:00 | 3 days ago | 214 | Lena Hoffmann |
| Renewal reminders Flag renewals 60 days out and draft account reviews. | Active | GsRenewal date within 60 days | 6 hr ago | 147 | Priya Raman |
| Vendor intake Collect vendor documents and open a review in Linear. | Draft | NoNew row in Vendors | Never | 0 | Marcus Lee |
- Lead enrichmentActiveHsNew contact in HubSpot
- Customer onboardingActiveHsDeal moved to Closed won
- Weekly reportingActiveScEvery Monday, 08:00
- Support escalationNeeds attentionWhTicket tagged urgent
- Invoice processingActiveGmEmail to invoices@
- Campaign reportingPausedScDaily, 17:00
- Renewal remindersActiveGsRenewal date within 60 days
- Vendor intakeDraftNoNew row in Vendors