Skip to content

Workflow · Sales

Lead sent a document → task to review it

When a lead uploads a requested document you get a task to check it.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    A lead sent a documentDocument requests
  2. 1Action
    Create a taskTasks
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Document requests

    A lead sent a document

    The flow starts the moment this happens in Document requests — nobody needs to press a button.

  2. 2

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Document requests
  • Tasks

To run it

  • Modules switched on: Document requests, Era
  • Picking it in Era and looking it over once

Similar templates

Start with Lead sent a document → task to review it

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era