Resource

📄 Automation Builds (Blueprint Preview)

A preview of the 5 done-for-you automation builds in the Blueprint: trigger → logic → output, mapped step by step.

Use it now

This blueprint helps you map any automation on one page so you don’t build random workflows that don’t connect.

One-page workflow map

  • Trigger: what starts this?
  • Data: where is the source of truth?
  • Rules: what must be true to proceed?
  • AI step: one bounded task (summarise / classify / draft).
  • Output: email sent / task created / CRM updated.

Default follow-up rules

48h reminder → 5-day follow-up → final “one clear action” email.

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