Agent Team template
Qualifies an inbound lead against the team's real ICP, explains the score, pauses on ambiguous routing, and returns a signed handoff to the CRM or automation that sent it.
One-message setup · 3 specialists · Instant sample
Designed for
Founder-led sales and lean revenue teams that need consistent lead qualification without adding another sales platform
Outcome
Turn each inbound lead event into an evidence-backed priority, owner, and next action in one run.
Say what should be true when the work is done.
Codelit runs one labeled Sample with no account, model, or external App calls.
Review the evidence, then reuse the same brief with your data when it is useful.
Normalizes the event into a compact lead profile.
Fast classification model
Scores fit using the connected qualification rules.
Balanced reasoning model
Packages an approved decision for the originating system.
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 LeadFlow: Inbound 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.
tools · resources · prompts
Parse the trigger payload into facts, unknowns, and qualification inputs.
Compare the lead with the selected Notion rubric and explain every material score.
Review ambiguous, low-confidence, or high-value routing before the result leaves Codelit.
Return the approved score, rationale, owner, and next action in the run result.
Open it in Codelit and describe the result. Codelit handles common setup while Flow stays available for direct editing and Activity keeps the proof.
Try agentReads one source page, distills a reusable decision or runbook update, pauses on the exact page content, creates a child page once, and returns Notion proof.
Turn an inbox request into a researched draft, calendar handoff, and updated operating record. The team reads one bounded scope, shows the exact change, executes it once after approval, and returns provider evidence.
Research a work request, prepare a draft, schedule the handoff, and publish the approved update to Teams. The team reads one bounded scope, shows the exact change, executes it once after approval, and returns provider evidence.