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105 lines
No EOL
2.6 KiB
JSON
105 lines
No EOL
2.6 KiB
JSON
{
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"plan_version": "0.3.0",
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"workflow_name": "Typeform Lead Triage",
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"objective": "Capture new Typeform submissions, summarize with AI, classify lead temperature, notify Slack for hot leads, and store all submissions in Airtable.",
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"trigger": {
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"type": "typeform_submission",
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"summary": "Runs whenever a new Typeform response is received.",
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"input_shape": "Form response payload with contact, answers, and metadata."
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},
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"systems": [
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"Typeform",
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"OpenAI",
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"Slack",
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"Airtable",
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"n8n"
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],
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"steps": [
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{
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"id": "step_1",
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"name": "Receive submission",
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"action": "Read the incoming Typeform payload."
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},
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{
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"id": "step_2",
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"name": "Summarize content",
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"action": "Generate a concise summary with AI.",
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"depends_on": [
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"step_1"
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]
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},
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{
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"id": "step_3",
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"name": "Classify lead",
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"action": "Assign hot, warm, or cold label.",
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"depends_on": [
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"step_2"
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]
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},
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{
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"id": "step_4",
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"name": "Branch urgent leads",
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"action": "If hot, send a Slack alert.",
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"depends_on": [
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"step_3"
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]
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},
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{
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"id": "step_5",
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"name": "Persist record",
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"action": "Write all leads to Airtable.",
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"depends_on": [
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"step_3"
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]
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}
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],
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"branching": [
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{
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"condition": "lead_temperature == 'hot'",
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"path": "notify_slack"
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},
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{
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"condition": "lead_temperature != 'hot'",
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"path": "skip_slack"
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}
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],
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"credentials": [
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{
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"system": "Typeform",
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"status": "required"
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},
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{
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"system": "OpenAI",
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"status": "required"
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},
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{
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"system": "Slack",
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"status": "required"
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},
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{
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"system": "Airtable",
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"status": "required"
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}
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],
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"assumptions": [
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"The Typeform payload includes enough text to summarize.",
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"Slack alerting is only required for hot leads.",
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"Airtable base and table are already chosen by the user."
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],
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"risks": [
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"Missing credentials block full end-to-end testing.",
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"Lead classification thresholds may need tuning after first runs."
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],
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"validation": {
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"checks": [
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"Confirm the Typeform trigger fires with a real payload.",
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"Confirm AI output contains both summary and label.",
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"Confirm Slack only receives hot leads.",
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"Confirm Airtable receives every submission."
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],
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"manual_steps": [
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"Connect credentials in n8n if placeholders were used.",
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"Review the prompt used for classification before production rollout."
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]
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}
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} |