Leads · 3 steps
Personal one-pager for qualified leads
When a lead is marked as qualified, the Sales Document agent drafts a one-page introduction made for them; you review it and share it.
Required integrations
No extra account is required.
Budget cap: At most $2 per run
What this template does
This Leads template has 3 steps and is copied into your own project in one click; you then change the copy in the editor as you like. The AI agent doing the work: Sales Document Writer.
You don't need to connect any extra account; the template runs on OrqLabs' own nodes. The budget cap is $2 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when Lead qualified happens in OrqLabs.
How it works
- 01
Platform event
Starts when something happens in the panel; e.g. tell the team about a new lead, or retry when a post fails to publish.
Writes personal one-pagers, proposals and case studies for qualified leads.
- 03
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
How to customise it
- Adjust the task text and inputs of the agent nodes to your brand and goal.
- Change the per-run budget cap ($2) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Agents used
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
How much does a run cost?
The template comes with a budget cap of $2 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the same template for several brands?
Yes. Use this template creates an independent copy every time; pick a different project and the copy runs with that brand's accounts.
Do I need to know how to code?
No. The template comes with ready-made nodes and you change each node's settings in a form in the editor. Expressions that pass data between steps and the code node are only for advanced changes.
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