A workflow decides what happens to a new lead, with no one touching it. Here a lead from a Meta ad form comes in, and an AI step reads it and gives it a score from 0 to 100 with a short reason. Leads with 70 or more go to the sales team by email; the others go to a nurture list in Google Sheets.
You build it on a canvas. The side bar holds every trigger, action and app; drag one onto the canvas and it joins the flow. Click the trigger and a panel opens where you pick the forms that start the flow.
Before a flow goes live, Test run sends a pretend lead through it. A light follows the lead from step to step, the AI step thinks and writes its score, each step shows how long it took, and the step it did not need says so. Nothing is really sent.
Click on it and it is yours: open the trigger, drag in Slack or HubSpot, run a test, fold the side bar.
