Category 4: Core Workflows. This is where we write the "Playbook" for n8n—defining exactly what happens when a deal starts, how a document is drafted, and how the approval loop functions.The Playbook for n8n.In Category 2, we built the Brain (Supabase). I ...
The "Big Bang" Moment.This workflow is the entry point for every dollar of revenue. It triggers when an agent forwards a signed Purchase Agreement (RPA) to tc@dealtrail.com.Our goal: Go from "PDF in Email" to "Fully Setup Deal" in under 60 seconds without ...
This workflow triggers when an agent needs to generate paperwork but doesn't want to log into DocuSign to click tiny checkboxes.The Goal: The agent dictates the intent via email; Amy does the data entry.1. The TriggerSource: AgentMail Webhook.Intent Class ...