Inbox + lead capture
Classify messages, capture attribution, prepare approved responses, route leads, and create tasks.
workflow and process automation lane
Fix broken handoffs with workflow and process automation your team can trust.
Your process breaks when repeatable next steps depend on memory. Evolv scopes the workflow, builds the automation, tests the exceptions, and runs the system for you.
Trigger → route → notify → logSanitized handoff artifactCompliance boundary included
sample workflow map
Trigger → route → notify → log.
This is an in-page sample of the workflow artifact Evolv uses to make automation concrete. It keeps the workflow concrete without promising response-time lift, conversion lift, review growth, rankings, revenue, or booked calls.
1. TriggerLead, inbox item, missed call, review milestone, booking request, or old-list segment.
2. RouteClassify the item and assign the approved owner or destination.
3. NotifyAlert the right person with useful context and approval boundaries.
4. LogStore action, attribution, next step, and exception notes.
sanitized handoff artifactsample
SourceWebsite form with UTM and original landing page fields.
ClassificationQuote request, callback needed, eligible service area.
OwnerAssigned to office inbox and sales follow-up task.
LogTimestamp, channel, campaign, next step, exception notes.
Do-not-automate boundary
- Emergencies, diagnosis, treatment, legal/financial advice, disputes, refunds, or sensitive decisions.
- Patient-identifiable Medical workflows without counsel review.
- Spam, scraped lists, fake reviews, review gating, or consent bypasses.
- Unsupported promises about revenue, rankings, lead volume, response-time lift, or booked calls.
approved automation surfaces
One process lane for the handoffs that keep breaking.
Facebook leads + missed calls
Connect approved Meta lead sources and missed-call text-back where consent, opt-out, quiet hours, and platform rules allow.
Reviews, booking, reactivation
Review-request workflows, booking handoffs, and approved-list reactivation with compliance and human escalation boundaries.
how Evolv scopes it
Rules first. Automation second.
Audit the source
Inbox, form, CRM, Facebook lead, missed call, review milestone, calendar handoff, or old list.
Define the boundary
What sends, drafts, routes, logs, escalates, or must remain human-only.
Build and manage
Connect tools, run tests, document exceptions, monitor, and adjust the workflow.
process lane next step
Map the broken handoff.
You do not need to know the tool. You need to know where work gets stuck. Start with the sample map, then ask Evolv to map your workflow.