WORKFLOWS
Stop being the person who reminds everyone.
Describe the process you want, then review the workflow AI helps build. Route replies, assign follow-ups and start onboarding when a customer pays, without coordinating every handoff yourself.
01Payment received$2,500
→02Assign onboardingMaya
→03Notify ownerSent
DESCRIBE THE JOB
Build the process you keep explaining to your team.
Tell Workflow Agent what should happen when a customer pays. Review the steps it creates, refine the details and make that handoff repeatable.
✦
When a payment is received, assign onboarding to Maya and notify the deal owner.
↵Payment receivedANDAssign onboardingANDNotify owner
Workflow ready to review
START WITH AN EVENT
Start the work when the customer takes the next step.
A positive reply needs an owner. A booking needs preparation. A payment needs onboarding. Choose the event and set the work in motion while it still matters.
A SHORT BRANCH
A paid client and an unpaid deal need different next steps.
Send paid customers to onboarding and keep unpaid deals with the closer. Build the follow-up around what happened, not one blanket action for everyone.
Payment statusPaid → Assign MayaStill open → Return to closer
RUN LOG
Check the handoff without chasing the team.
See whether the deal was updated, the task was assigned and the owner was notified. If a step needs attention, you can find it without piecing together separate messages.
10:42:01Payment receivedComplete
10:42:02Deal updatedComplete
10:42:03Onboarding assignedMaya
CONNECTED OUTCOME
Make a good first impression after the sale.
Give the onboarding owner the task as soon as your workflow runs. A new customer gets a team that’s ready for them, not a gap between sales and delivery.
YOUR SALES DAY, CONNECTED
See how much work you could take off your plate.
Start with a real process your team handles today. Set up your workspace, see where Acquisity takes work off your plate and keep your team involved where it matters.
Start for free