01 / Solution path
Sales workflows, from meeting to next step
Put account context, meeting notes and CRM action in one human-controlled flow.
02 / Business chain
01Lead
02Qualification
03Meeting
04Insight
05CRM
06Follow-up
07Pipeline review
03 / AI boundary
Where AI fits
Start with the step where inputs are visible, outputs can be checked and a human can own the exception.
Open related workflow04 / Next step
Start diagnosis