Source: https://hiatt-co.com/workflows/new-lead-follow-ups/

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](https://www.chatprd.ai/how-i-ai/workflows/how-to-automate-complex-lead-routing-in-a-crm-with-gpt-6-astra). Prompts above are original Hiatt Co practice material.

### Want your team to use this on your own work?

In a Hiatt Co workshop, we can adapt this process to your team’s work, tools, and review rules.

[Related training: AI as an Assistant](https://hiatt-co.com/programs/#assistant)

[Plan a workshop](https://hiatt-co.com/plan/?workflow=new-lead-follow-ups)

[Back to free workflows](https://hiatt-co.com/workflows/#crm-lead-routing)