Example workflows

Here are a few concrete examples to show what strong public workflows look like.

Daily customer meeting prep

Trigger: On a Schedule

Actions: look at tomorrow’s meetings, pull past meeting summaries and recent emails, generate prep notes

Output: a text, HTML, or file-based prep brief

Post-meeting follow-up

Trigger: On transcript completion

Actions: extract key discussion points, action items, next steps, and stakeholders

Output: an email draft ready for review

Deal risk alert

Trigger: On Opportunity Activity

Actions: review recent activity, identify risk signals, summarize what changed

Output: a Slack message, text item, or HTML summary

Webhook-triggered notification

Trigger: On webhook call

Actions: read payload, summarize the event, map the fields into the right format

Output: a Slack notification, email, text output, or file

Generated-value follow-on workflow

Trigger: On clever column cell generation

Actions: inspect the generated value, enrich it, and trigger downstream steps

Output: an updated record, message, or formatted artifact