> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows & Automation

> Automate inbound lead qualification, routing, meeting scheduling, CRM updates, notifications, and customer engagement workflows.

## Overview

Workflows and automation help teams manage inbound customer interactions, qualification processes, meeting scheduling, CRM synchronization, and routing logic across Clara SDR.

## Automation Capabilities

### Lead Qualification Workflows

Automatically qualify inbound customers using configurable conversation logic and routing conditions.

### Customer Routing

Route qualified leads based on:

* Qualification score
* Territory or region
* Product interest
* Meeting readiness

### Meeting Scheduling

Automate meeting booking workflows.

### CRM Synchronization

Automatically synchronize:

* Customer records
* Qualification status
* Conversation history
* Meeting updates

### Internal Notifications

Send automated notifications through:

* Slack
* Microsoft Teams

## Visual References

Placeholder:
\[Workflow builder screenshot]

Placeholder:
\[Automation configuration screenshot]