Case study — P/03 · Real builds

Automation builds, traced end to end.

Category — Automation · Workflow builds · [Placeholder] — client names & outcomes to be supplied; no metrics invented

Below are actual workflow builds — every screenshot is from real automation work, presented exactly as built. Client identities are withheld; nothing here is a mockup, a template demo, or a result claim.

Cluster A — Lead nurture & auto-reply

Every reply — or silence — has a path.

Workflow screenshot: lead nurture response branch separating replied contacts from timed-out ones — Response branch — replied vs. timed out

Workflow screenshot: proposal branch routing by readiness tags — Proposal branch — routed by readiness

Workflow screenshot: intake trigger starting the nurture sequence — Intake trigger — where nurture begins

Workflow screenshot: auto-reply branch logic for incoming leads — Auto-reply logic — instant, then routed

Cluster B — Quote intake to booking

From first form to booked work.

Workflow screenshot: quote request intake flow — Quote intake — captured and staged

Workflow screenshot: website form entry flow — Form entry — website to pipeline

Workflow screenshot: booking workflow with conditional branches — Booking branches — conditions, not chaos

Workflow screenshot: nurture triggers watching for engagement — Nurture triggers — engagement watched

Workflow screenshot: quick-quote submission trigger — Quick-quote trigger — speed matters

Cluster C — Follow-up sequences & call routing

Sequences that finish what they start.

Workflow screenshot: quick-quote response chain with confirmation and task assignment — Response chain — confirm, assign, remind

Workflow screenshot: replied versus not-replied branch with follow-up path — Replied / not-replied — two honest paths

Workflow screenshot: opportunity record created and updated automatically — Opportunity records — kept current

Workflow screenshot: pipeline stage update on reply or timeout — Pipeline stages — moved by behavior

Workflow screenshot: sequence step routing contacts between branches — Sequence routing — contacts guided, not lost

Workflow screenshot: day-eleven bridge step reconnecting a sequence — Bridge step — sequences reconnected

Workflow screenshot: bucket workflow routing call responses by answer outcome — Call-response routing — positive, no-answer, and negative outcomes each handled

Workflow screenshot: auto-reply trigger configuration — Trigger detail — the entry point, configured

The challenge

[Placeholder] — client context to be supplied

The approach

Observe the manual follow-up first, simplify it, then build each branch above — replied and not-replied, urgent and routine — so no enquiry depends on memory.

What was built

Triggers	Form submissions, quote requests, call outcomes, popup entries.
Branches	Reply detection, readiness tags, pipeline stages, go-to routing.
Outputs	Confirmations, tasks, assignments, timed follow-ups, record updates.

The system

Entry → branch → action → record — every path in the screenshots above terminates in a booking, a task, or a timed next step. Nothing ends in silence.

The outcome

To be documented honestly with the client. No invented metrics, revenue, or testimonials.

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