Workflow RecipesThe guide follows the durable records behind this workflow. Opening a page does not prove a step; the server checks the exact workflow chain after every change.Review Contacts manuallyLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Agent
Investor
Wholesaler
Operations Lead
General
From a list to a reviewed follow-up
Import a small list, resolve one real issue, review one exact contact, create a separately confirmed internal follow-up task, and record what happened.Guided From a list to a reviewed follow-up
Server verified
Beginner
Beginner guidance
Purpose, terms, evidence, safety, and the exact next click. The underlying workflow and confirmation boundaries stay the same.Access And Alternatives
The guide reads current Lead Engine access and provider readiness from the workspace before each step.Can I try sample data?
Use a bounded local CSV fixture. The import preview and manual review do not call a provider.Can I do it manually?
Import and review the list in Contacts, then create and complete the linked internal task.Can the assistant prepare it?
Orbi can explain or prepare one current step and requests a separate confirmation for each mutation.What access is required?
An authenticated workspace with Lead Engine access · A bounded contact CSV or the local test fixtureIs there a usage or provider dependency?
Provider readiness is informational in the manual path. No enrichment, sending, calling, campaign, or calendar action is included.What if access is unavailable?
When provider execution is unavailable, use the manual contactability review without enrichment.Steps
Your local learning progress. This is not proof that work was completed.1 of 7: Start one durable guided run and review workspace readinessNot started
- 1Start one durable guided run and review workspace readiness
- 2Import a bounded contact list and resolve every required row decision
- 3Choose the exact imported contact and record a current contactability review
- 4Review the internal follow-up recommendation
- 5Confirm creation of one linked task separately
- 6Complete the task and record one structured outcome
- 7Read the result back, inspect one real recovery, and open help
Beginner Guide
Why this step exists
A list is not first value by itself. This guide follows one exact contact until a reviewed internal action has a recorded result.Evidence to review
- Import row decisions and the applied receipt
- The exact imported contact and current contactability evidence
- The reviewed internal follow-up recommendation
- The linked task and its structured outcome
What will change
Only the separately confirmed import, contactability review, internal task, and structured task outcome change durable records.What will not happen automatically
The guide does not enrich, contact anyone, start a campaign, book a calendar event, or change a deal stage.What success looks like
After refresh, the guide reads the same linked outcome from the server and can explain a real safe recovery.Supported Exceptions
Invalid import row
Correct or skip the exact invalid row, then apply the reviewed preview.Supported
Unresolved duplicate or conflict
Choose an attributed Create, Update, or Skip decision before applying.Supported
Provider unavailable
Use the manual contactability review without enrichment.Supported
Stale contactability evidence
Refresh the contact and record a current review before continuing.Supported
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Contacts as the manual path.
- How to practice with sample data before touching live records.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome and review follow-up- Exact import and contact provenance verified
- Current contactability review recorded
- Linked internal task created with separate confirmation
- Structured task outcome read back after refresh
- One real recovery and the help route demonstrated
Ways To Practice
Sample pathThe deterministic local fixture proves invalid-row or conflict recovery without provider activity.
AI helper pathOne exact imported contact has a current review, a separately created internal task, and an explicit structured outcome.Guide me through From a list to a reviewed follow-up. Explain only the current server-verified step, use the exact linked record, and ask for one confirmation before one mutation.
- Confirm the bounded import apply after reviewing row decisions.
- Confirm the contactability review on the exact imported contact.
- Confirm internal task creation separately from follow-up review.
- Confirm the structured task outcome separately.
Will not do
- No enrichment provider request.
- No email, SMS, call, campaign, calendar, or deal-stage change.
- No task or business outcome inferred from navigation.
Prerequisites
- Workspace access
- Lead Engine access in the current workspace
- A small contact CSV or the bounded local test fixture
Readiness And Safety
Manual ready
AI-assisted ready
Sample ready
Outcome ready
- Use server-owned domain records, never clicks or local learning progress, to verify milestones.
- Keep follow-up review, task creation, and outcome recording as separate confirmations.
- Reject stale, ambiguous, foreign-workspace, or mismatched identifiers.
- Never infer outreach, provider execution, task completion, or business outcome.