Make the handoff part of the plan.
Connect a trigger, a decision and a next step. Give each handoff a place to go.
TriggerDecisionAction
Can you approve a lower price?
Check the company and request
Needs approval?
YES
Ask the owner
Keep the context attachedNO
Create a follow-up
Use the configured actionExample paused: the price exception needs the owner’s decision.
Example run · Result, owner and next step recorded together
Illustrative work · Fictional records · No live actions
Try a hands-on example Optional · illustrative only
01 / A clear instruction
Qualified lead received
Choose the event and the records that enter the workflow.
WrrkflowsIllustrative example
WHENA lead is qualified
Does this need approval?
YES · HUMAN DECISION
Ask the owner
NO · PERMITTED TASK
Create follow-up
Every branch has an execution record
THE INSTRUCTION
“When a lead is qualified, create a follow-up and prepare an introduction.”
WHAT COMES BACK
Draft and execution record ready
A repeatable process with visible inputs, actions and execution history.
Working boundaries
Configure each integration and action explicitly. Human approval and failure handling depend on the workflow you build.