Guides

Your first automation, start to finish

Aigent Team

Screenshot of a lead-routing automation built on the Aigent workflow canvas
Screenshot of a lead-routing automation built on the Aigent workflow canvas

The fastest way to understand Aigent is to build one real automation, start to finish, rather than reading through every feature first. This walkthrough builds the workflow most teams ship first: routing a new lead to the right rep, enriched and scored before anyone touches it.

Pick the trigger

Start on the canvas and add a Trigger node. For a lead-routing workflow, that is almost always a webhook from your form tool or CRM. Paste the webhook URL Aigent gives you into HubSpot or your form provider, and every new submission will start a run. You can test this immediately by submitting your own form and watching a run appear in the log within a second or two.

Next, add an Enrich step and connect it to a data provider like Clearbit, then a Decide step that scores the lead using a model with a simple rules guardrail on top. Wire the Decide step’s output to two Act branches: one that routes to Salesforce for a rep to see, and one that skips low-quality leads into a nurture list instead.

Ship it, then watch it

Turn the workflow on and open the run log. The first real submission will show you every step’s payload, which is the fastest way to catch a mismatched field name or a scoring threshold that is too strict. Most teams tune the Decide step’s threshold twice in the first week based on what they see there, not based on guessing upfront.

Enjoyed this post?

See what Conduit can automate for your team.

Enjoyed this post?

See what Conduit can automate for your team.

Enjoyed this post?

See what Conduit can automate for your team.

Enjoyed this post?

See what Conduit can automate for your team.

Enjoyed this post?

See what Conduit can automate for your team.

Aigent

The workflow automation platform for teams shipping AI agents to production, not just prototypes.

© 2026 Aigent. All rights reserved.

Aigent

The workflow automation platform for teams shipping AI agents to production, not just prototypes.

© 2026 Aigent. All rights reserved.

Aigent

The workflow automation platform for teams shipping AI agents to production, not just prototypes.

© 2026 Aigent. All rights reserved.

Create a free website with Framer, the website builder loved by startups, designers and agencies.