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Workflow recipes
Follow a trial-session inquiry
Capture training interest, preferred session window and contact preference and assign a reviewed next step.
Updated September 19, 2026 3 min read
A studio receives a trial-session request from someone interested in small-group training. Staff need to confirm the class level and availability before offering a place. Use a reviewed intake process to decide the next action.
What you combine
Before you start
Enable Form builder and Pipeline follow-up in Plugins in a workspace you control. Both start disabled. Choose the response reviewer and opportunity owner. Connect a mailbox only if you intend to send a message.
The fictional demo workspaces show the shared screens and simulated actions. Build this example configuration in your own workspace using fictional records first.
Work through this example
Capture. Record training interest, preferred session window and contact preference. Use fictional details for the first test.
Decide. Ask a qualified team member to confirm session suitability and availability. A person with responsibility for the service makes this decision.
Hand off. Confirm the chosen membership; assign orientation; check that the member received joining instructions. Keep incomplete confirmations visible rather than marking the whole request ready.
Complete the workflow
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Open Forms and create a draft named Fitness Studios inquiry. Include name, usable email, training interest, preferred session window and contact preference. Keep sensitive records in the appropriate specialist system.
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Preview and save the draft, then publish its share link. Submit a fictional response using the situation above before sharing it with customers.
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Open Responses and inspect the submission. Accept the appropriate response into the pipeline and check the matched contact. Resolve an ambiguous match before proceeding.
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Open the opportunity in Pipeline. Assign its owner and a next action: Ask a qualified team member to confirm session suitability and availability. Record a realistic follow-up date; confirm any booking or purchase separately.
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Run Pipeline follow-up. Review the stale opportunities or overdue next actions it identifies and update the source record. Use the report to decide which source records need attention.
Check the result
The accepted response appears on the correct contact and opportunity. An owner can identify the pending decision and next action without reopening the original inquiry. The trial request has a coach or coordinator responsible for reviewing session fit. Verify that the proposed session exists and that the joining instructions match its location and time.
Adapt it for your business
Class capacity, membership billing and health screening remain in your specialist tools unless a separate integration has been implemented and tested. Start with a link or reviewed reference to the source record.
Use Build an extension and the development brief when those systems need a connection. Specify the source of truth, permitted data, person who approves changes, duplicate handling and the receipt that proves completion.
What to check
If the contact match is incorrect or ambiguous, resolve it before updating the opportunity. If accepting a response has an uncertain result, inspect the response and linked opportunity before trying again. Pipeline follow-up is a read-only report; complete the chosen follow-up through the appropriate source screen and check its result.
Keep the approval required by the action policy. Restrict customer data to what the workflow needs. Enabled plugins use your workspace permissions; hosted infrastructure and connected providers may have costs, and AI conversations use your configured model. Verify the saved source record before relying on the result.