How it works
How it works This workflow automates the delivery of personalized, AI-generated reports or roadmaps for new leads. When someone submits their information through a form, the workflow: Captures and stores the lead data. Uses an AI model to generate a customized report or roadmap. Formats the output into a professional, email-ready HTML document. Sends the report automatically to the lead via email. Optionally sends internal notifications (e.g., via chat or email) for tracking and fo