Four core automation patterns for this operating system. Each flow shows where AI acts, where business rules apply and where human approval remains mandatory.
These are implementation patterns, not claims that a specific company already uses the system. They must be adapted to the actual software stack, permissions, data and policies before launch.
Target account criteria are defined
→Research and list-building agents enrich permitted data
→Outreach draft is personalized
→Approved outreach is queued and tracked
Inbound lead enters CRM
→Qualification agent scores explicit criteria
→Ambiguous cases go to sales rep
→Qualified opportunity gets next action and owner
Opportunity reaches proposal stage
→Proposal draft is assembled
→Objection patterns are surfaced to rep
→Outcome and objections update knowledge base
CRM data snapshot is taken
→Stale deals, next steps and forecast gaps are identified
→Manager receives prioritized review list
→Decisions update owners and due dates