# Lead Triage v1 Runbook

This is a sample handoff note for a fixed-scope Petaflo workflow slice.

## Purpose

Classify inbound leads, draft the next response, and notify a human owner without automatically sending external messages.

## Inputs

- Name
- Email
- Company or project
- Message
- Received timestamp
- Optional budget
- Optional deadline
- Optional current tools
- Optional sample input URL

## Happy Path

1. A new form submission or parsed email creates a lead record.
2. Required fields are checked.
3. Fields are normalized.
4. The AI step classifies intent, urgency, fit, missing fields, and confidence.
5. Routing logic decides whether the lead needs owner review, clarification, decline, or manual inspection.
6. A draft reply is prepared.
7. The record and decision are logged.
8. The owner receives a notification with the draft and suggested next action.

## Human Approval Gates

Human approval is required before:

- Sending external email
- Quoting price
- Touching payment data
- Mutating production data
- Handling low-confidence classifications

## Failure Modes

| Failure | Expected behavior |
|---|---|
| Missing required fields | Ask for missing fields or queue manual review |
| Low model confidence | Queue manual review |
| CRM/API failure | Write failure log and notify owner |
| Duplicate lead | Link to existing record and avoid duplicate reply |
| Pricing requested | Escalate to human owner |

## Test Evidence

Minimum test set:

1. High-fit urgent workflow request
2. Unclear request with missing tools
3. Low-fit sales spam
4. Integration failure
5. Duplicate lead

Each test should store:

- Sample input
- Expected route
- Actual route
- Draft reply
- Log entry
- Any failure or missing access

## Handoff

The handoff should include:

- Workflow spec
- Tool/account map
- Sample inputs and outputs
- Failure mode table
- Approval gate list
- Where logs live
- How to safely disable the workflow
- Recommended next scope

## Next Scope

If the first slice proves useful, likely next scopes are:

- CRM write-back
- Calendar booking automation
- Follow-up sequence generation
- Quote request extraction
- Dashboard for lead quality and response time