Organize new inquiries, prepare daily briefings, and update records. Set when to start, what to do, and where the results should go.
In Leina, find Workflows under More Tools.
Illustrative workflow · not a live run
Give sales a clear summary before they pick up the conversation.
Result: an inquiry summary, a customer record, and questions to confirm. Missing details stay marked for follow-up.
Explore Inquiry Follow-UpChoose a time and the sources you want checked. Reuse the same requirements each day.
Result: one place to review relevant updates, instead of opening each source every morning.
These examples describe possible configurations. Available actions depend on connected apps, their supported operations, and account permissions.
Use a schedule, a supported app event, or a notification sent by another system.
Specify the sources, fields, rules, and destination. Let AI help read and summarize unstructured content.
Check a trial result and the app permissions, then publish and enable the workflow for automatic runs.
Add an approval step before a critical action. Check prices, availability, and delivery commitments before sending a customer reply.
Powered by Open Flow, OOMOL’s workflow platform. Explore its capabilities and documentation.In Leina, find Workflows under More Tools.
