Sales Automation with Multi-Step Workflow

import { createWorkflow, Agent, openai } from '@runflow-ai/sdk';
import { z } from 'zod';

// Qualification agent
const qualifierAgent = new Agent({
  name: 'Lead Qualifier',
  instructions: 'Analyze lead data and assign a score (1-10) with reasoning.',
  model: openai('gpt-4o-mini'),
});

// Sales copy agent
const copywriterAgent = new Agent({
  name: 'Sales Copywriter',
  instructions: 'Write a personalized email for the lead based on their profile.',
  model: openai('gpt-4o'),
});

// Complete workflow
const salesWorkflow = createWorkflow({
  id: 'lead-to-deal',
  inputSchema: z.object({
    leadEmail: z.string().email(),
    leadName: z.string(),
    company: z.string(),
    notes: z.string(),
  }),
  outputSchema: z.any(),
})
  // Step 1: Qualify the lead
  .agent('qualify', qualifierAgent, {
    promptTemplate: `Analyze this lead:
    Name: {{input.leadName}}
    Company: {{input.company}}
    Notes: {{input.notes}}

    Provide score (1-10) and reasoning.`,
  })

  // Step 2: Conditional - Only proceed if score >= 7
  .condition(
    'check-score',
    (ctx) => {
      const score = parseInt(ctx.stepResults.get('qualify').text.match(/\d+/)?.[0] || '0');
      return score >= 7;
    },
    // High quality lead path
    [
      // Create contact in HubSpot
      {
        id: 'create-contact',
        type: 'connector',
        config: {
          connector: 'hubspot',
          resource: 'contacts',
          action: 'create',
          parameters: {
            email: '{{input.leadEmail}}',
            firstname: '{{input.leadName}}',
            company: '{{input.company}}',
            lifecyclestage: 'lead',
          },
        },
      },
      // Generate personalized email
      {
        id: 'write-email',
        type: 'agent',
        config: {
          agent: copywriterAgent,
          promptTemplate: `Write a personalized sales email for:
          Name: {{input.leadName}}
          Company: {{input.company}}
          Qualification: {{qualify.text}}`,
        },
      },
    ],
    // Low quality lead path
    [
      {
        id: 'log-rejected',
        type: 'function',
        config: {
          execute: async (input, ctx) => {
            console.log(`Lead ${input.leadName} rejected - Low score`);
            return { rejected: true };
          },
        },
      },
    ]
  )
  .build();

// Execute workflow
const result = await salesWorkflow.execute({
  leadEmail: 'john@techcorp.com',
  leadName: 'John Smith',
  company: 'TechCorp Inc',
  notes: 'Interested in enterprise plan. Budget: $10k/month. Timeline: Q1 2025.',
});

console.log('Workflow completed:', result);