CASE 01Concept / Digital Foundations
Lead Intake Automation
Illustrative Foundation Flow automation that connects lead intake to existing business systems without replacing the systems that already work.
02Decision record
The case is organized in the order the decision was made, including what remains unresolved.
- 01
Condition
Leads arrive through email and web forms, and staff repeatedly copy the same information into a spreadsheet, CRM, and scheduling process.
- 02
Constraint
The business wants to preserve its existing CRM and scheduler, duplicate submissions must not create duplicate work, and failures must remain visible to a person.
- 03
Decision
Keep the established systems and automate only the bounded handoff: normalize incoming lead data, detect duplicates, route valid records, and surface exceptions for human review.
- 04
Work
Define the workflow boundary and acceptance cases, connect supported interfaces, implement deterministic routing and duplicate handling, record actionable failures, verify representative normal and failed cases, and document ownership and handoff.
- 05
Intended Outcome
One reliable lead-intake path with less repeated handling while preserving the business's existing CRM, scheduler, and human decision points.
- 06
Remaining Risk
Vendor API behavior, authentication changes, and future business-rule changes can affect the workflow; ongoing monitoring or feature changes require a separately agreed support boundary.