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Workflow Examples

Here are common workflows you can build in Outsprint. Use these as starting points and customize them for your process.

Workflow examples

New Lead Follow-Up

Trigger: Contact created, source = form submission

Actions:

  1. Create a task for the contact owner: "Follow up with new lead"
  2. Send a welcome email using the "Welcome" template

Why: Ensures every inbound lead gets prompt attention without relying on manual monitoring.

Deal Stale Alert

Trigger: Date-based, 7 days since deal stage change

Actions:

  1. Send a notification to the deal owner: "Deal hasn't moved in 7 days"
  2. Send a Slack message to #sales: "Deal {{deal.name}} stalled at {{deal.stage}}"

Why: Prevents deals from quietly stalling in your pipeline without anyone noticing.

Closed Won Celebration

Trigger: Deal closed won

Actions:

  1. Send a Slack message to #sales-wins: "{{deal.owner}} just closed {{deal.name}} for {{deal.amount}}!"
  2. Update the contact's lifecycle stage to "Customer"
  3. Create a task: "Schedule onboarding kickoff call"

Why: Celebrates wins publicly and ensures the handoff to onboarding begins immediately.

Ticket Escalation

Trigger: Ticket SLA approaching breach (75% of time elapsed)

Actions:

  1. If ticket is unassigned: assign to the team lead
  2. Send a notification to the ticket owner: "SLA breach approaching"
  3. Add a tag: "Escalated"

Why: Gives your team a chance to respond before SLA targets are missed.

Onboarding Sequence

Trigger: Deal closed won

Actions:

  1. Create task: "Send welcome package" (due: 1 day)
  2. Delay: 3 days
  3. Create task: "Schedule kickoff call" (due: 2 days)
  4. Delay: 7 days
  5. Create task: "Check in on onboarding progress" (due: 3 days)

Why: Automates the post-sale onboarding process so nothing falls through the cracks.

Creating a Workflow from Chat

You can build workflows through natural language:

You
Create a workflow that notifies me when a deal is closed won
Outsprint AI
I've created a workflow with trigger "Deal closed won" and action "Send notification to you." Would you like to add more actions or activate it?

Pro Tip

Start with the five templates above. They cover the most common automation needs and can be customized to fit your specific process.

What's Next