Demonstration project. Simulated records.
The next step,
already connected.
A request should carry its details forward. These three examples show how software can connect the handoffs, while keeping people in charge.
Try the workflowsExample 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.
Customer follow-up
A request becomes a next step.
The example reads the request, matches the email to the right customer and assigns a task. Run it again: the same request keeps the same task.
Try this exampleThe starting problem and what’s implemented
A request arrives in an inbox. Someone searches for the customer, copies the details and remembers to follow up.
Two fixed message formats, normalized email matching, linked customer/task records and duplicate prevention. The example uses explicit rules, with no AI or live inbox.
Quote approval
A quote waits for your approval.
A 15% discount is held for a person because the example limit is 10%. Your decision stays with the price and the order. An interrupted handoff can be retried without losing approval.
Try this exampleThe starting problem and what’s implemented
A quote needs an unusual discount. The approval happens elsewhere, leaving the delivery team unsure which price was agreed.
An enforced approval rule, prices calculated in cents, a simulated failed transfer and a repeat-safe local handoff. Approving the discount gives $2,040; keeping the standard price gives $2,400.
Campaign results
See what happened after the ad.
The example joins lead records to won deals. It separates campaign spend, matched deal value and records without a reliable source.
Try this exampleThe starting problem and what’s implemented
An advertising report shows spend and inquiries. Sales records sit in another tool, with no clear way to connect the two.
Exact email matching with duplicate and conflicting-source handling. $4,200 of example won-deal value is matched, $900 is unassigned and $3,200 of open deals is excluded. Ad spend is $1,000. These amounts are neither collected cash nor profit.
Making it work in your business.
From example to working system
We agree which records to connect and who can change them, test the mapping with your team, then connect the approved systems. The rollout includes permissions, error handling and a way to check what happened.
What this demonstration leaves out
All records and decisions stay in browser memory. There is no inbox, CRM, ad account or delivery service connected. The campaign match shows an association between records; it does not establish that an ad caused a sale.
Support after handover
We agree who monitors failed work, how retries are handled, and how changes to connected tools will be tested. The support arrangement depends on the project.