FREE BUSINESS WORKFLOW · AI AS AN ASSISTANT

Route new leads and prepare follow-ups

Build routing logic and personalized follow-ups in a visual CRM workflow.

Codex / Browser control · No sign-up

When to use it

When incoming leads need routing rules and follow-up drafts in your CRM.

What you’ll get

A tested draft workflow that assigns leads and queues emails for review.

Work through the steps

Before you start

Codex with GPT-6 Astra and approved browser control, a CRM draft workflow, routing rules, and fictional test leads.

Step 01

Open the builder

Use an inactive workflow.

Inspect [CRM workflow URL] in Chrome. Confirm the workspace and existing nodes. Do not edit yet.

Step 02

Confirm the agent’s scope

Check access before editing.

Confirm you can control this browser. Work only on this draft workflow; keep outbound email and activation disabled.

Step 03

Describe the routing

Route leads using [rules]. Draft a personalized email from the assigned owner with [owner-specific calendar links] and [approved talking points]. Send drafts to [review queue], never directly to leads.

Step 04

Build the draft

Add and connect the required nodes. Preserve unrelated logic. Flag missing routing decisions instead of guessing. Keep the workflow inactive.

Step 05

Test each branch

Use fictional submissions.

Test every route, missing fields, and repeat submissions. Verify owner, sender, calendar link, and review destination. Show results before activation.

Step 06 · Review before use

Confirm assignments and personalized drafts.
Verify review happens before email delivery.
Approve activation separately.

If you get stuck: If browser editing fails, request node-by-node instructions for manual setup.

Inspired by ChatPRD’s CRM lead-routing workflow. Prompts above are original Hiatt Co practice material.

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