Sequences that move work between people and AI employees, wait for approvals, and resume on their own.
New lead → quote
Running- Log the lead
- First reply within an hour
- Qualify the need
- Prepare the quote
- Human approval if discount > 5%
- Follow up in two days
Won deal → invoice → payment
Waiting for a person- Close the deal
- Prepare the invoice
- Approve issuance
- Send and match the payment
Overdue payment → polite reminder
Completed- Detect the overdue
- First reminder after 3 days
- Escalate to the manager after 7 days
Steps marked with a person icon require a human decision before the flow continues.