Agentic Tasks

Workflows from Navigator Brain, ready to run.

Clean task paths generated from the vendors and workflows already mapped in Navigator Brain. Each one shows the trigger, the connected tools, and the final handoff.

Mapped workflows

Connected sources

Lead to Invoice

Sales + Billing

A new lead is captured, qualified, followed up, and converted into a signed deal and paid invoice — no tab-chasing.

New qualified lead

Create CRM dealHubSpot

Send proposalGmail

Collect signatureDocuSign

Create invoiceStripe

Deal signed and invoice sent

Client Onboarding

Operations

A signed client is turned into a live workspace — project, shared files, kickoff call, and a team heads-up — automatically.

New client signed

Pull onboarding docNotion

Spin up projectAsana

Create shared folderDropbox

Schedule kickoffZoom

Brief the teamSlack

Workspace ready, team briefed

Social Content to CRM

Marketing

Campaign engagement becomes owned CRM follow-up instead of disappearing inside social dashboards.

High-intent social engagement

Capture campaign signalMeta Business Suite

Enrich prospectLinkedIn

Add to nurture listMailchimp

Create follow-up taskHubSpot

Prospect nurtured and owned in CRM

Map another workflow

Add more workflows in Navigator Brain, then turn them into simple agentic tasks with connected source steps.