> ## Documentation Index
> Fetch the complete documentation index at: https://docs.workmore.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Enrich and route new leads

> Add context to each new lead, then send it to the right owner.

**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.

## The steps

1. **Start it when a lead arrives.** Add an arrival [trigger](/concepts/triggers)
   for new leads.
2. **Handle each lead on its own.** [Split](/concepts/records) 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](/reference/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
```

## 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.

## 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.