Business Workflow Automation
Fictional clinic "Pearl Dental Studio" used to copy every enquiry into a register by hand. This pipeline diagram shows the automated path: enquiry → sheet → WhatsApp → invoice, with the trigger logic at each step.
Nothing falls through the cracks because nothing depends on someone remembering to do it.
- 4-stage pipeline: enquiry → sheet → WhatsApp → invoice
- Trigger logic written out at each stage
- Every channel feeds one inbox — no enquiry lives in one person's phone
- Invoice + review request fire automatically on job completion
The artifact you're seeing →
① Four pipeline cards show each stage with its trigger → ② The logic card restates the automation as plain IF/THEN rules → ③ The whole flow needs zero manual copying. All fictional.
📩Enquiry arrives
Website form / WhatsApp / IG DM — one inbox, every channel.
🧾Logged to sheet
Trigger: new enquiry → row added with source, time, service. No typing.
💬WhatsApp auto-flow
Trigger: row added → price list + slot options sent in 60 seconds.
🧮Invoice + follow-up
Trigger: service marked done → invoice generated, review request + Day-7 check-in queued.
Trigger logic, in plain words
IF new enquiryTHEN add sheet row
IF row addedTHEN send WhatsApp flow
IF slot bookedTHEN schedule reminders
IF visit marked doneTHEN invoice + review ask