ES EN
Request access
Workflows

Workflows and intakes: the brokerage on autopilot

Available 5 lessons 28 min

A workflow is an action plan that runs on its own when something happens. An intake is a form that drops the lead into your CRM with their answers already attached. Together they are half of what somebody is doing by hand today.

This course teaches you to use the library before inventing anything, to build your own plan and dry-run it, and to read what happens afterwards — including the failures, because there are some.

Start course The module on the platform Workflows

What you will achieve

  • Turn on a library plan knowing exactly what it will do.
  • Build your own workflow and test it before it talks to anyone.
  • Publish an intake that creates the lead and starts its follow-up.