video1.0<iframe src="https://www.loom.com/embed/9af5086dbe9e451298275acb0aa302ae" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9af5086dbe9e451298275acb0aa302ae-41fdaf65dee3a3c5.gif357.369In this video, I walk you through our lead proposal workflow, which has undergone some changes due to internal constraints. I demonstrate how our information summary AI retrieves data from Salesforce and an SQL database to evaluate leads through our decision AI. If a lead is deemed good, it triggers a sub-workflow to generate an offer, which I then approve before it goes out. I also explain the error handling process in case something goes wrong. Please review the workflow and be prepared to provide feedback or approval as needed.