01
Ask AI to build a lead intake system
The user starts with a plain-language request instead of manually creating triggers, schedules, and outputs one by one.
Demo flow
Watch the plan move from chat draft to approved system.
The left column explains each step while the live workspace on the right updates from chat, to canvas, to approved components.
Scroll through the story or tap the highlighted actions in the demo to open the plan and approve it.
02
Receive a ready-to-review plan in chat
AI responds with a system plan card so the draft stays inside the same conversation where the request started.
03
Open the plan workspace from the card
One click swaps the chat view for a dedicated system canvas where the structure can be reviewed visually.
04
Review how the four blocks connect
The plan shows a lead intake trigger flowing into a sheet, plus a daily report cron connected to both the sheet and a message template.
05
Approve the system when the flow looks right
The user can approve the plan directly from the workspace without editing each automation component separately.
06
Watch the approved components go live
After approval, the canvas resolves into four active system pieces with clear states, so the user can see the build is ready to run.
07
Operate intake and reporting as one system
The result is a connected operating flow: new leads are captured automatically, stored centrally, and summarized every day for the team.
Lead Ops Chat
Plan a lead intake system from one prompt
The assistant drafts a working system in chat first, then hands it off to a visual review canvas.