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30 lines
996 B
Markdown
30 lines
996 B
Markdown
# Example Final Report
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## Summary
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A workflow named `Lead Intake and Triage` was created to receive incoming lead data, score urgency using AI, send high-priority leads to Slack, and store all leads in HubSpot.
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## What was created
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- Webhook trigger for incoming lead payloads
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- Validation step for required lead fields
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- AI scoring and summarization step
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- Conditional branch for hot leads
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- Slack notification for hot leads
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- HubSpot create/update action
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- Generic failure notification path
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## Assumptions used
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- Lead uniqueness is based on email
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- Slack notifications are required only for hot leads
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- Missing optional fields do not block processing
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## Manual setup still required
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- Connect OpenAI credentials
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- Connect Slack credentials
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- Connect HubSpot credentials
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- Review final field mappings for HubSpot properties
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## How to test
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1. Send a sample payload to the webhook
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2. Confirm the AI score is produced
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3. Verify hot leads appear in Slack
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4. Verify the record is stored in HubSpot
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