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Client operations

Review an account before renewal.

Check the renewal window, permission and supplied risk score, then prepare an internal account brief and review task. The model receives only the confirmed packet.

22 native nodes21 connectionsNative fixture checks passed
Explore workflow What you need

WORKFLOW PREVIEW

See how it works

22 nodes · 21 connections

Use + and − to zoom, F to fit. Press Enter on a node to inspect it.

WHAT YOU NEED

Set up this workflow in your workspace.

  • A Vora workspace with permission to manage its CRM.
  • known-contact
  • Choose an assignee from your workspace. The public template leaves this unset.
  • Choose a model available to your workspace and confirm permission to process the supplied text.

Configure the trigger and its input mapping in your workspace.

Required inputs and example
{
  "type": "object",
  "additionalProperties": false,
  "required": [
    "email",
    "followUpDueAt",
    "packetConfirmed",
    "accountId",
    "inRenewalWindow",
    "riskScore",
    "accountSummary",
    "processingPermitted"
  ],
  "properties": {
    "email": {
      "type": "string",
      "format": "email"
    },
    "followUpDueAt": {
      "type": "string",
      "format": "utc-date-time"
    },
    "packetConfirmed": {
      "type": "boolean"
    },
    "accountId": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120
    },
    "inRenewalWindow": {
      "type": "boolean"
    },
    "riskScore": {
      "type": "integer",
      "minimum": 0,
      "maximum": 100
    },
    "accountSummary": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000
    },
    "processingPermitted": {
      "type": "boolean"
    }
  }
}

Fictional example input:

{
  "email": "client@example.invalid",
  "followUpDueAt": "2026-10-10T08:00:00Z",
  "packetConfirmed": true,
  "accountId": "account-fixture-001",
  "inRenewalWindow": true,
  "riskScore": 85,
  "accountSummary": "The supplied account facts record an unresolved delivery issue.",
  "processingPermitted": true
}

Inspect the workflow first

The preview contains the actual authored nodes and settings. 16 fixture checks passed: 13 entered the native engine and 3 checked admission or setup. CRM and model effects were intercepted. Workspace installation and live provider acceptance remain unverified. This public preview cannot create or run a workflow.

Example path through the native engine

A successful fixture followed these nodes. Other inputs can follow the visible hold and no-action branches.

  1. Supply one reviewed accountId packet
  2. Map packet and load private task owner
  3. Packet confirmed
  4. Processing is permitted
  5. Account is in renewal window
  6. Risk score meets review threshold
  7. Find a known contact by email
  8. Lookup result is missing
  9. Contact is known
  10. Draft an evidence-bound internal brief
  11. Brief is available
  12. Create an owned internal review task
  13. Task identifier is available
  14. prepared
Verification and source

Revision 1. The graph, input fixtures and execution receipt are bound by their digests.

641254b34c086cda454332556e07f78c7790af87da76d975e006abde3920e9ce
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