2-minute screen recording · No faces · No sales pitch

See an actual workflow build

See how CoreStream routes its own lead intake, drafts a first response, and queues a human approval in n8n. Real internal workflow, no client data, no invented results.

Workflow walkthrough video
Loom embed coming soon · check back end of June 2026

Want this delivered live for your business? .

Before and after

This example uses CoreStream's own process. It is evidence of how the system works, not a claim about a client result.

Before
Manual intake
A founder reads the submission, copies details into the CRM, writes a reply, alerts the other founder, and remembers the follow-up.
  • Repeated copy and paste
  • Follow-up depends on memory
  • Status is split across tools
After
Structured intake
The workflow validates the form, updates the CRM, drafts a reply, and queues it for founder review. A human approves every message.
  • One structured source of truth
  • Automatic routing and reminders
  • Human approval before send
What this proves
The workflow shows the pattern we sell: validate the input, automate the predictable steps, preserve a named human decision, and keep an audit trail.

What you'll see in the video

  1. 01The n8n canvas, the visual workflow editor we build in
  2. 02The nodes that validate intake, update the CRM, draft a response, and queue approval
  3. 03What the AI prompt actually looks like (yes, you can copy it)
  4. 04How a founder approves before anything is sent
  5. 05What happens when the AI gets it wrong (we built a send-back-for-re-draft loop)

Want this for your business?

The first step is a free 20-minute Discovery Call. We figure out if an Audit is a fit for your business. If it's not, we tell you and point you somewhere better.

Score your business first