Lead to Follow-Up
Northstar Field Services
- Lead arrives
- CRM context check
- MAYA qualification
- PIPE stage + next action
- FINN follow-up draft
- Human approval
- Approved output
WORKFLOW DEMONSTRATIONS
Three sample workflows show how defined roles, context, handoffs, and human approval work together.
Northstar Field Services
Harbor Works LLC
Granite Ridge Constructors
LEGACY WALKTHROUGH
This archived walkthrough shows the earlier 55-role catalog. It does not demonstrate the current canonical system catalog.