Your first run

This guide walks you through running the shipped assess_offer workflow: from defining a target to sending a client-facing offer.

1. Add a target

Targets live in Targets (/admin/customers). Click Add target, give it a name, and optionally a domain, website, Companies House number, LinkedIn, and contacts.

2. Create a run

1. Go to Runs (/admin/runs) and click New run.
2. Pick the assess_offer workflow.
3. Fill in the requirements:

4. Click Create run. You'll land on the run's page.

3. Follow the pipeline

The run page shows the whole pipeline as steps. Steps run in order, and some run in parallel:

1. Gather target (L3): you confirm who the target is and the offer goal.
2. Companies House lookup (L1): automation looks the company up.
3. Crawl public pages (L1): automation crawls the URLs you supplied, in parallel.
4. Synthesize verified intel (L2): automation writes cited facts, then waits for your approval.
5. Draft offer (L2): automation drafts the offer, then waits for your approval.
6. Send offer (L3): you send it and record how.

4. Approve steps in the queue

Steps waiting on you appear in the Queue (/admin/queue), under Approvals. Review the automation's output and approve or reject it. Approving lets the run continue to the next step.

5. Watch it complete

Once the final step is done, the run reaches completed. Along the way you can watch metrics in Metrics (/admin/metrics) and see how much time the automation saved versus doing it by hand.