Input
Webhook, form, email, spreadsheet row, CRM lead, uploaded CSV, or scheduled report trigger.
Concrete sample deliverable
This sample shows the shape of a small AI automation delivery: one trigger, one business path, controlled AI usage, fallback states, test evidence, and a handoff note your team can maintain.
The point is not to build the whole operating system first. The point is to ship one useful path with enough guardrails that an agency or internal team can trust it and decide whether to expand.
Webhook, form, email, spreadsheet row, CRM lead, uploaded CSV, or scheduled report trigger.
Field cleanup, enrichment, AI classification/drafting/summarization, API calls, and routing logic.
CRM update, email draft, Slack alert, report file, Google Sheet row, client handoff note, or next-step task.
A real delivery would use the client's stack. This sample keeps the pattern visible without exposing client credentials or private business data.
{
"workflow": "lead-triage-v1",
"trigger": "new_form_submission",
"steps": [
"validate_required_fields",
"normalize_contact_and_company",
"classify_intent_with_llm",
"route_by_urgency_and_fit",
"draft_human_review_reply",
"write_log_record",
"notify_owner"
],
"approval_gate": {
"required_for": ["external_email_send", "low_confidence", "pricing_discussion"],
"fallback": "queue_for_manual_review"
},
"test_records": 5,
"handoff": ["runbook", "field_map", "failure_modes", "next_scope"]
}
Include the trigger, tools/accounts, sample input, expected output, current blocker, and timeline. Petaflo will reply with one fixed first-slice scope.