Reference workflow
Customer & vendor intake
Who: BizOps, RevOps, and integration leads
Problem: Onboarding and intake run through email, forms, and CRM with manual handoffs and no shared execution history.
Outcome: From portal or form submit to CRM and ops records in one tenant—without bespoke glue per channel.
Example output: WebApp or trigger → process → integrations → Datapool row with lineage.


