Workflow examples

Repeatable intro workflows for agents and operators.

These templates show the product direction: agents do discovery and drafting, humans approve the trust-bearing step, and follow-up state stays visible.

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Capital

Founder-to-investor intro agent

Turns a founder request into ranked investor paths, drafts context, and queues the connector for approval.

1Read founder context
2Score relationship paths
3Draft warm request
4Track approval
Customers

Design partner matcher

Finds relevant operators or buyers from a network graph and routes the highest-fit intro to a human owner.

1Parse target segment
2Find active operators
3Check prior touchpoints
4Prepare ask
Ecosystem

Partner intro router

Maps sponsorship, community, or integration requests to the right person while preserving relationship context.

1Classify request
2Find best owner
3Draft context note
4Create follow-up
Ops

Post-intro follow-up loop

Keeps track of accepted intros, next actions, and outcomes so relationship work gets closed out.

1Log sent intro
2Watch response status
3Nudge owner
4Capture outcome