Create dockets automatically at intake
Creates a docket with an auto-generated number and links it to the contact and pipeline stage.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Assemble docketAI
AI gathers the contact and stage and builds the docket.
- 3Create docketAction
Creates the docket and its links in the graph.
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Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Creates a docket with an auto-generated number and links it to the contact and pipeline stage.
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