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The work: “When a new lead comes in, I look them up, judge how promising they are, and hand strong ones to a salesperson while the rest go to a nurture list.” Workmore can do the lookup and the judgment call the same way every time.

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The steps

  1. Start it when a lead arrives. Add an arrival trigger for new leads.
  2. Handle each lead on its own. Split if leads can arrive several at a time.
  3. Add context. Add a step that enriches the lead — fill in company size, role, or anything you’d normally look up by hand. An AI step can also summarize or score the lead from what you know.
  4. Decide where it goes. Add a Branch (or Route) step: strong leads down one path, everyone else down another.
  5. Act on each path.
    • Strong → create a task for a salesperson / add to the CRM as a priority.
    • Nurture → add to the nurture list for later follow-up.
Lead arrives → (split) → Enrich → Branch ─ strong  → Assign to sales
                                        └ nurture → Add to nurture list

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Why this is worth automating

The lookup-and-judge step is exactly the repetitive work that eats your attention and gets inconsistent when you’re busy. Capturing it as a process means every lead gets the same once-over, instantly, at any hour.

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Make it yours

  • Use Route instead of Branch to split into more than two tiers.
  • Reference the enriched fields directly in later steps — you don’t need to pass data along by hand; any later step can look back at what an earlier step produced.