Workflow Manager

← Definitionsintegration-crm-email-notify.md

# Integration CRM → email notify (sample)

Sample **sequential** workflow using packaged integration category agents (**H34**). Requires live **`connectionId`** values for HubSpot (or any CRM vendor) and SendGrid (or any email vendor).

## Meta

- `definitionKey`: `integration-crm-email-notify`
- `definitionVersion`: `1`
- `workflowClass`: `tenant`

## Steps

1. **List recent CRM contacts** — integration CRM agent reads contacts for follow-up.
2. **Send notification email** — integration email agent sends a summary to the operator inbox.

### Step 1 — CRM read

```json
{
  "agentId": "askable.integration.crm",
  "task": "List up to 10 CRM contacts. Return externalId and email for each.",
  "stepConfig": {
    "connectionId": "<CRM_CONNECTION_ID>"
  }
}
```

Tool: `crm.contacts.read` (via WM tool loop when `AGENT_MEM_WORKFLOW_LLM_PROVIDER_URL` is set).

### Step 2 — Email send

```json
{
  "agentId": "askable.integration.email",
  "task": "Send one email to the reviewer with subject 'CRM contact sync complete' and a short plain-text summary of how many contacts were listed.",
  "stepConfig": {
    "connectionId": "<EMAIL_CONNECTION_ID>"
  }
}
```

Tool: `email.send`. Profile must include `filters.fromEmail` (SendGrid) or vendor-specific sender filters.

## Prerequisites

- Admin: active connections + profiles per [phase1-operator-e2e.md](../../../../packages/integrations/docs/runbooks/phase1-operator-e2e.md)
- Agent-runtime: `AGENT_MEM_WORKFLOW_LLM_PROVIDER_URL` → Askable `/api/agent-mem/workflow-llm`
- Register this definition via workflow-manager dashboard or `POST /api/v1/definitions`

Saves to content/workflows/integration-crm-email-notify.md (server action).