Workflow automation — Workflow builder add action panel in Lantern's AI CRM

Adding a step in the workflow builder of Lantern, an AI CRM.

The workflow reads top to bottom on a dotted canvas: a trigger that evaluates new rows daily, a HubSpot contact update, a Slack message that tells the old company owner and success owner, a LanternAI step and an email. Each card shows its key settings as small tags, so the logic reads without opening anything.

The Add action panel on the right groups what can go in next: conditions and branches, Salesforce actions such as creating or updating records, and Lantern’s own, like company lookup, cold email and enrichment.