Combines CRM context with bounded browser research, explains the qualification decision, then updates the lead, creates an email draft, and schedules the approved handoff.
Designed for
Founder-led sales and revenue operations teams using HubSpot and Google Workspace
Operating goal
Turn one inbound lead into an evidence-backed status and ready-to-review follow-up package.
4 steps from trigger to verified handoff, with success and failure paths.
1 MCP layer and 5 connected tools with explicit auth and risk levels.
3 guardrails, 3 evals, and 2 harnesses before production use.
Normalizes the connected HubSpot record and preserves launch fields.
Fast structured model
Collects current visible firmographic evidence from one approved profile.
Visual research model
Chooses a supported HubSpot status and drafts the follow-up package.
Balanced sales reasoning model
Applies the exact CRM status and creates unsent follow-up artifacts.
Structured output model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A workflow skill that captures the operating contract, tool boundaries, and escalation rules for Lead Qualification Team.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes task resources, prompt templates, connector tools, and audit records behind a permission-aware boundary.
Read the HubSpot contact and preserve the approved research and follow-up fields.
Use Browser Operator to gather current visible company evidence.
Choose one allowed CRM status and prepare the exact unsent follow-up package.
Update HubSpot and create the approved Gmail draft and calendar event.
Open it in Codelit, refine it with the agent chat, then generate the architecture or product plan from the same workflow spec.
Open in Agent WorkflowA support workflow that reads product docs, checks account and billing state, drafts empathetic replies, and escalates sensitive requests with source-linked evidence.
A code-first support agent built around specialist ownership, function tools, MCP resources, guardrails, traces, and eval loops so customer answers can move fast without leaking account state.
An n8n-centered workflow that turns a business automation request into a tested app workflow with conditional logic, human-in-the-loop checks, cost controls, and failed-run repair notes.