A PROCESS YOU CAN FOLLOW
Let the process carry the handoff.
One clear rule can carry the work through several teams.
- 01Define what starts it
- 02Choose the condition
- 03Keep the action accountable
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 · Trigger configured
Choose the event and entry conditions for the process.
From repeated steps to a repeatable processIllustrative 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 qualified lead enters this workflow, create a follow-up and assign its owner.”
WHAT COMES BACK
Execution history · Outcomes recorded
A configured workflow that makes repeated coordination traceable.
Working boundaries
Connect required services and scope each action. Approvals and exception handling must be included in the workflow; retries must account for work that already succeeded.