Workflow templates

Lead Qualification Report

Review the score, evidence, missing information, and recommended next step; approve or reject the downloadable HTML report.

AI Human approval HTML output

Workflow preview

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  1. Manual lead details
  2. AI scoring using bundled rubric
  3. Prepare HTML report
  4. Human preview and approve/reject
  5. Route by qualification
  6. Download approved report
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How it works

  1. Choose a lead Three fictional scenarios
  2. AI scores Bundled 100-point rubric
  3. You review Approve or request changes
  4. Download report Qualified, nurture, or questions

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