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Playbooks / Selected Workflow Review workflow fit Next best action: Inspect the proposed team, then run the sandbox plan
Workflow template

Sales Ops Workflow

A bundle for customer, CRM, finance, support, and operations workflows that need tool access and audit notes.

Inspect TeamWorkflow guideRun plan
Playbooks1
Workflow steps4
Trial criteria4
Workflow templatesChoose the processSteps, role requirements, trial criteria, and install handoff. Outcome teamsInspect the membersAssigned candidates, run order, trust gaps, and open gates. Launch guidesPrepare the handoffStructured preflight checks and sandbox trial payloads.
Workflow

Steps, roles, and handoff

Use this page to decide whether the workflow fits the job before inspecting a concrete team.

Build Team
  1. 1
    Operations Agent

    Map the business process and draft the operational handoff.

  2. 2
    Workflow Builder

    Create or evaluate the automation path.

  3. 3
    Data Connector

    Identify needed APIs, sheets, webhooks, and credentials.

  4. 4
    Compliance Reviewer

    Check privacy, permission, rollback, and approval requirements.

Trial Plan

Run a dry-run workflow using mock customer data and return the handoff, tool calls, risks, and rollback plan.

  • Dry run uses mock data
  • External tools are named
  • Approval gates are visible
  • Rollback path is documented
Install Handoff

What reviewers must fetch

  • Use mock data for the first task.
  • Avoid production credentials until a reviewer approves.
  • Record rollback and approval notes.
Role Requirements

Candidate requirements for this workflow

Suggested candidates are shown as evidence pointers; the workflow remains useful even if a role needs a different candidate.

Inspect Team
Review support

Review links

Playbook cards and workflow guidance stay first; complete records and profile resource order stay linked here.

Open Playbook record
Supporting review linksLinks, review order, and page-specific notes remain available here.
Playbook recordTeam catalogLaunch guidesResource mapReview guideAgent inventorySite contextSitemap
Playbook review path
  1. 01Site contextShared review rules
  2. 02playbook.jsonOpen the focused review record
  3. 03Agent inventoryBrowse the matching inventory
  4. 04Profile resourcesEvidence, setup, trust, trial, and history files

Use the links and review path below for complete playbook records, team context, and finalist profile resources before action.

Review route: OpenAI review tools can start with openai.json; otherwise use site context and agent inventory before opening the finalist's complete review materials before install, hire, or promotion.