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FOR AI CONSULTANTS & AUTOMATION AGENCIES

Manage client requests, approvals and updates in one place. Turn the workflows and AI skills you create into another source of income.

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Client work comes from every direction.

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Your client work
EmailForma

Please alert sales when a new lead comes in.

CLIENT REQUEST
Text MessageTandem

Who approved the last change?

CLIENT REQUEST
Phone CallRally

Keep the existing routing rules.

CLIENT REQUEST
EmailForma

Send me an update before Friday.

CLIENT REQUEST
Scroll to follow the work
PRODUCT CONCEPT · SAMPLE CONTENT
Explore the request, approved scope and next action. Open the workflow package.Proposed product design · Sample content · Marketplace coming soon
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Fieldwork StudioClient workYour workspace

Client work

4 requests
Request / ClientLast activity
Your clients’ work stays private.
Forma CH–024Ready for review

New lead alerts

SCSarah ChenClient contact
Approved scopeVersion 2
  • Notify the sales team when a lead arrives.
  • Include lead details and a CRM link.
  • Keep existing routing rules unchanged.
Approved by Sarah Chen10 Sep · 10:24 · Revision 02
Checks you recorded

Test lead reached the sales team.Recorded

Existing routing stayed unchanged.Recorded

Ready for your next step
Select a request. Explore its scope, history and client brief.Product concept · Sample content
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Fieldwork StudioYour packagesYour workspace
YOUR PACKAGES

Lead alert workflow

A reusable starting point for the next project.

Private draft
lead-alert.jsonPreview · v1.0
Lead alert workflown8n + HubSpot
TRIGGERNew lead in HubSpot
YOUR RULESMatch the right recipient
ACTIONNotify the sales team
Workflow file, with configurable recipients and fields.
4 resources in your private packageYour expertise, under your name.
Client records stay private. You choose what to publish.Illustrative journey · Marketplace coming soon
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