All use cases

Risk-Based Lead Alerting and Case Creation

This automation retrieves new leads from Hunter.ai, organizes them by low, medium, and high risk, and sends each lead to Slack for review. When a user approves a lead, the corresponding information is used to create a Jira issue, reducing manual handoffs between lead monitoring, notification, and case creation.

Lead Scoring

Risk Management

Notification

Case routing

Trigger

New lead data retrieved from Hunter.ai, organized across low, medium, and high risk levels, initiates the workflow.

Outcome

For each lead approved by a user through the Slack interaction, a corresponding Jira issue is created with the lead information.

Trigger

New lead data retrieved from Hunter.ai, organized across low, medium, and high risk levels, initiates the workflow.

Outcome

For each lead approved by a user through the Slack interaction, a corresponding Jira issue is created with the lead information.

Before

A team member likely had to review new Hunter.ai leads, distinguish their risk levels, and notify the appropriate Slack channel manually. After receiving a response, they then had to copy the approved lead information into Jira and create a case by hand.

How it works

Retrieve and process new Hunter.ai leads across low, medium, and high risk levels.
Send each lead to Slack and wait for a user response indicating whether a Jira case should be created.
Create a Jira issue with the lead information when the user selects the affirmative path.

Workflow details

Lead retrieval: The workflow obtains new lead data from Hunter.ai and processes the leads individually rather than requiring the team to review the entire result set manually.
Risk-based handling: Leads are evaluated across low, medium, and high risk levels so the notification and case-creation process can be applied to the relevant lead category.
User notification: For each lead, the workflow sends a message to a Slack channel, giving a user the opportunity to decide whether the lead should become a Jira issue.
Approval decision: A response condition determines whether the requested action should proceed. Only the affirmative path continues to case creation, keeping the human approval step in place.
Case creation: For an approved lead, the workflow creates a Jira issue containing the corresponding lead information, providing the team with a trackable case for follow-up.

What changed

Lead notifications and the approval-driven handoff are now initiated automatically for each retrieved lead. The human decision remains in Slack, while the approved lead information is transferred into a Jira issue without requiring a separate manual copy-and-create step.

Work removed

Reviewing each retrieved lead individually, manually organizing leads by risk level, posting lead notifications to Slack, waiting for and coordinating the case-creation handoff, copying lead information into Jira, and creating the Jira issue manually.

Expected outcome

For every user-approved lead, the workflow can remove one manual Jira-entry handoff while preserving human approval before case creation.

Connected tools

Jira

Slack

Mindflow HTTP

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