Automations and connected workflows

Put Scout’s leads straight to work.

Choose what happens when a relevant lead arrives. Scout follows the rule you review and activate, carrying source evidence into the tools your team already uses.

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Your voice. Your final say. Review, edit, and post from your own account.

One lead. A reviewed next step.

From a relevant conversation to your team’s channel.

Inspect a fictional bookkeeping workflow. These controls change the illustration only.

SCOUT / WORKFLOW EXAMPLEILLUSTRATION

THE RETAINED LEAD / FICTIONAL

“Can anyone recommend a bookkeeper who knows Shopify?”

Why it fitsHelp matching payouts to orders fits your bookkeeping offer.

Brand: Example bookkeeping service
Trigger: A post qualifies as a lead

ILLUSTRATIVE / DRAFT

Save the intended rule.

When a post qualifies for this brand, notify the chosen Slack channel with its available source evidence.

Destination: Slack · #sales-leads (example)
Action: Notify your team
Rule state: Draft, awaiting preview and review

Saving a draft does not deliver the notification.

Explore the choices and recovery paths below. This example performs no account actions.

Give Scout the rule

How do I give Scout a workflow?

Connect the destination in Connections and select its brands. In Automations, choose the trigger, scope and actions. Save the draft, select retained events and preview their actual content and destinations before activating the reviewed rule.

A connection establishes the destination. Your activated rule determines what happens there.
Save edits before previewing. Changed content needs a fresh review and activation.
Manual rules run the selected reviewed events when you request the run.

Choose the moment

Which moments can start the next step?

Use the event that fits your process: a post qualifies as a lead, a lead is saved, a stage changes or a follow-up becomes due. Monitoring matches, recorded account signals, completed identity review and manual runs are also available triggers.

Keep the rule scoped to the authorized brands and filters you chose.
Assign an owner, add tags, set a follow-up or request a teammate’s review.
Connect subsequent steps to success, no-match or failure outcomes where the rule calls for them.

Keep the result visible

What happens when a step needs attention?

Open Activity to inspect the specific step and its saved result. A blocked destination or permission, a failed request and an uncertain delivery each need a different response. Check the record before trying the action again.

Pause a rule to stop new work. An external request already accepted cannot be recalled.
Delivery uncertain is not success. That request is not automatically sent again.
Review the offered retry or reconciliation path and the current destination before proceeding.

A useful result at every step

A rule with a useful result at each step

Carry the original evidence from a relevant event to the place your team works.

Choose the event and scope

Select the brand and retained lead context that should match. A rule does not buy new search results or change Scout’s qualification.

Inspect the actual handoff

Review available source details, field mappings, content, destination and blocked reasons. Previewing starts no profile lookup or external delivery.

Activate, then follow Activity

Approve the reviewed rule and inspect each operation. Read provider acceptance and remote-record checks for what they actually confirm.

Fit the workflow you already have

Keep your tools. Give Scout the handoff.

Different destinations do different jobs. Choose the action, review its mapping and keep the right brand connected.

A record your team can work from.

Map available prospect evidence into the supported CRM record. Keep the original conversation link beside it.

Context in your working table.

Choose a database, table or spreadsheet, then review its property or column mapping before handoff.

A conversation in your team’s channel.

Bring selected events to Slack, Discord or Teams Workflows through the configured destination.

Your own receiver.

Connect Make, n8n or a custom system through a signed webhook. Your receiver verifies the signature, timestamp and delivery ID before its downstream actions.

Explore signed receivers

An individually approved email.

Gmail has its own review of the recipient, subject, message, timing and provider-cost ceiling. Approve and queue that exact email. Manage replies and bounces in Gmail.

Read the Gmail workflow

Visible work. A clear way to recover.

Know what ran.
Know what needs you.

Activity keeps the planned action and the observed result together. Use the specific state to decide the next move.

A profile-lookup step can start priced work after review. The current rate is 30 credits for a new lookup. Saved or pending results are reused when available; previewing starts no lookup.

A destination accepted the request

Read exactly what it confirmed. A local change, provider acceptance and a matching remote record establish different results.

A delivery is uncertain

Inspect the saved operation before acting. It will not be sent again automatically. Use its reviewed recovery path.

The rule or connection changed

Review the current version, destination and access. Save, preview and activate the intended rule again when required.

Questions?

Before you start.

Answers to help you decide and take the next step.

Do automations require a paid plan?

Every Revenue Scout plan includes automations, connectors and all seven discovery platforms. Plans provide different credit capacity. Connected services can have their own plans or charges, and new metered work needs the relevant permission and available credits.

Does connecting Slack or a CRM activate a workflow?

Connecting establishes that destination. Save a rule, select retained events, preview the actual effects and activate the reviewed rule separately. Connection setup does not queue an email or start a rule.

Does previewing a rule perform its actions?

The preview shows retained events, planned steps, destinations, available content and blocked reasons. It starts no search, profile lookup or external delivery. Review it before activation or a manual run.

What changes when I edit an active rule?

Saving a changed rule clears its activation approval. Review its current version and a fresh preview, then activate the rule you intend to run. Old review does not authorize changed content or destinations.

What if there are no matching events?

Use the rule’s intended brand and scope, check the retained events and select an eligible example for preview. A no-match step has not delivered a lead. The automation does not create a fresh discovery search to fill the preview.

Can a rule prepare outreach or a social reply?

It can prepare content for review. Preparation does not send that content. Social replies remain for you to review, edit and post from your own account. Gmail uses a separate individual email approval and queueing journey.

How does the Gmail approval differ from a team notification?

Review the exact recipient, subject, message, timing and provider-cost ceiling, then approve and queue that individual Gmail email. Connecting Gmail or activating a notification rule does not approve it. Revenue Scout does not read your inbox or send automated follow-ups; manage replies and bounces in Gmail.

Can a workflow use credits for profile research?

An activated rule with a profile-lookup step can request a priced lookup after review. Existing or pending results are reused when available. Saving or previewing starts no lookup. The current rate and your available credits apply when new work is authorized.

Does accepted delivery prove a teammate read it?

The operation reports what the destination confirmed. Provider acceptance does not prove a person read a notification. Teams Workflow acceptance does not confirm channel delivery; signed-receiver acceptance does not prove its downstream actions completed.

Can I pause a rule or recover an uncertain delivery?

Pause the rule to stop new work, then inspect Activity and the connection. An already accepted external action cannot be recalled. Uncertain delivery is not automatically resent. Use the offered reviewed retry or reconciliation path rather than repeating the request blindly.

A lead your team can act on

Give Scout the next step, too.

Start with the right conversation. Connect the workflow when your team is ready.