BUILD — New automation from scratch.
A manual process turned into a simple one-process automation.
Process Automation Build New build
Sample automation build: turn manual lead handling into a reliable workflow that runs end-to-end with a clear log.
Manual process (before automation)
- Watch the website inbox for new form submissions.
- Copy each lead's details into a spreadsheet by hand.
- Message the team to let them know a lead came in.
- Write and send a confirmation email manually.
- Hope nothing was missed, mistyped, or duplicated.
Slow, easy to forget steps, and no record of what happened.
Automated process (after build)
Lead form
↓
Validation
↓
CRM / table entry
↓
Internal notification
↓
Email confirmation
↓
Workflow log
What gets built
Each piece below is part of the Process Automation Build Package deliverable — wired together and running end-to-end.
- Intake form / trigger
- Validation
- Duplicate check
- CRM / spreadsheet write
- Internal team notification
- Customer confirmation email
- Workflow log
- Basic retry / error handling
Lead submission
This sample already ran end-to-end below. Submit another lead or re-run the sample to see it again.
Mock CRM / Google Sheet table
Internal notification (Slack-style)
No notification sent yet.
Email confirmation
No confirmation email sent yet.
Workflow log
Submit a lead to see each step logged.