Try a workflow.
Example data. Nothing is sent.
Customer follow-up
Maya Chen
Waiting for your action
Ready to connect.
Match the customer, keep their details together and give the right person a task.
- Customer
- Next task
- Assigned to
1 customer record · 0 follow-up tasks
How the match works
The original message
The example reads the name and email from this message. It matches emails without capital letters or extra spaces, then uses two explicit phrase rules to choose a task. It follows fixed rules, with no AI or live inbox connection. Changes stay in this tab.
A repeated request keeps the same contact and task. Choose the new-customer request to see a new record created.
- No request has been processed.
Quote approval
Quote for Alex Morgan
Team workspace setup
- Standard price
- $2,400
- Requested discount
- 15%
- Proposed total
- $2,040
Discounts above 10% need a person’s approval in this example.
On hold
Your decision comes first.
No order can be prepared until you approve the discount or keep the standard price.
- Approved total
- Decision
- Handoff
0 orders prepared
Try an interrupted handoff
A connection problem should keep the approval and give you a clear way to retry.
The interruption is simulated here. Retry creates one local order; repeating a completed handoff cannot create another.
- Waiting for a human decision.
Campaign results
One example reporting period
Two sources. One clear view.
- Search campaign
- $600 spent
- Social campaign
- $400 spent
- CRM records
- 3 won deals · 1 open deal
Not connected yet
Spend alone is half the picture.
Find won deals with a matching ad lead. Leave the others unassigned.
- Ad spend
- Won deal value linked to ads
- Won deal value without a match
Example figures. Deal value is not cash collected or profit.
Where the match leads
Check the source records and limits
Exact email matching connects a won deal to one recorded campaign. Conflicting or missing sources stay unassigned. A match does not prove an ad caused a sale.
Ad leads
- Maya ChenSearch campaign
- Jordan EllisSocial campaign
- Alex MorganSearch campaign
- Riley ParkSocial campaign
Deal records
- Maya ChenWon · $2,400
- Jordan EllisWon · $1,800
- Casey BrooksWon · $900
- Alex MorganOpen · $3,200
Open deals do not count as won value. Ad spend, deal value, cash received and profit are different measures.
Make the tools you use work together.
Discuss your workflow