Start of the workflow
Lead operationsNative preview
Review a qualified enquiry
Check consent and qualification, find or create the contact, and prepare an internal review draft.
THE VORA WORKFLOW LIBRARY Preview
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2118 workflows
Start of the workflow
Start of the workflow
Call operationsNative preview
Give a missed call an owner
Check the missed-call event, find the contact, and create a follow-up task with an owner and due date.
Start of the workflow
Sales operationsNative preview
Prepare an owned discovery-call brief
Draft a permitted completed-call brief and create an owned internal task for a known contact.
Start of the workflow
Sales operationsNative preview
Route a proposal reply to an internal task
Route exact ACCEPTED or CHANGES reply labels into a known-contact internal review task.
Start of the workflow
Client onboardingNative preview
Review a complete onboarding intake
Create a known-client onboarding review task only after a trusted completeness check.
Start of the workflow
Support operationsNative preview
Prepare a task for an admitted support priority
Create an internal known-contact support task with admitted HIGH or NORMAL priority.
Workflow outline
Lead IntakeWorkflow guide
Route a qualified agency enquiry
Give each incoming agency enquiry a clear next owner before a salesperson opens it. This workflow checks supplied service and budget facts, normalizes the email and returns a sales or review decision.
Workflow outline
Campaign OperationsWorkflow guide
Check a campaign audience before sending
Check a proposed audience against supplied consent and suppression facts before a campaign operator sends anything. The output names eligible recipient IDs and gives explicit suppression reasons.
Workflow outline
Client OnboardingWorkflow guide
Check whether a client can start delivery
Make a client kickoff depend on an explicit delivery checklist. Return a ready handoff or the exact missing requirements in the order the operator declared them.
Workflow outline
Support OperationsWorkflow guide
Prioritize a support incident against its SLA
Turn an incident report into a reproducible priority and response-clock packet. A supplied observation time makes the deadline calculation inspectable and repeatable.
Workflow outline
Commercial OperationsWorkflow guide
Check a project quote against a margin floor
Review a project quote using exact minor-unit costs and an operator-selected margin floor. The output separates fee, cost, profit and the margin decision before someone issues the quote.
Workflow outline
Finance OperationsWorkflow guide
Decide whether an invoice needs a reminder
Separate invoices needing operator attention from those that should stay out of a reminder queue. The workflow checks invoice state, outstanding balance, due date and an explicit hold flag.
Workflow outline
Client ReportingWorkflow guide
Compare weekly lead efficiency
Compare two supplied lead-generation windows without hiding zero denominators. Return cost per lead, lead change in basis points and an explicit decline or insufficient-data status.
Workflow outline
Crm HygieneWorkflow guide
Prepare an email-based duplicate review
Prepare a review queue for contacts sharing a normalized email address. The packet preserves contact IDs, separates invalid addresses and leaves merge decisions with the operator.
Workflow outline
Conversation OperationsWorkflow guide
Turn reviewed call notes into an owned handoff
Turn already reviewed structured call notes into an actionable handoff. Preserve the approved summary and action text while making unowned or undated work visible.
Workflow outline
Migration OperationsWorkflow guide
Normalize contact rows and quarantine bad mappings
Check a contact import mapping before writing anything to a CRM. Produce normalized draft rows and a row-numbered quarantine list without carrying unrelated source columns into the result.
Workflow outline
Data ReadinessWorkflow guide
CSV Header Reconciliation
Return missing, ambiguous and remapped header decisions before a CSV export is converted into contact rows.
Workflow outline
Data ReadinessWorkflow guide
Required Field Coverage
Calculate per-field missingness and row IDs requiring repair before an agency hands a dataset to delivery.
Workflow outline
Data ReadinessWorkflow guide
External ID Join Coverage
Return matched, left-only, right-only and ambiguous IDs before linking records from two systems.
Workflow outline
Data ReadinessWorkflow guide
Timestamp Normalization Review
Produce normalized UTC timestamps and row-indexed invalid or ambiguous source values without inventing timezone facts.
Workflow outline
Data ReadinessWorkflow guide
Phone Format Preflight
Return syntactic phone-format candidates and unresolved rows using operator-supplied formatting rules, without asserting number reachability.
Workflow outline
Data ReadinessWorkflow guide
Contact Channel Preference
Select an eligible contact channel or explicit no-channel result from supplied per-channel preference and permission facts.
Workflow outline
Data ReadinessWorkflow guide
Email Domain Distribution
Count contacts by domain and separate invalid addresses or internal contacts for an agency audience audit.
Workflow outline
Data ReadinessWorkflow guide
Attribution Weight Conservation
Check whether supplied attribution weights allocate exactly 100% of each conversion, and surface unallocated or overallocated totals.
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