🧭

Lead Routing + Lifecycle Orchestrator

Blueprint Build

⏱️ ~1 hour

Architect your lead routing rules, lifecycle stage mappings, and conversion automation. Discovery queries assignment rules, queue memberships, and conversion rates. AI proposes bounded routing flows and required field validations.

The Prompt

Copy this prompt to Claude Code

Our lead routing is a mess. Assignment rules were set up years ago, nobody documented them, and leads keep falling through the cracks.

Goal: architect a clean lead routing system with lifecycle stages, assignment rules, and conversion automation. Discover what exists first, then propose bounded changes.

Use the Architect blueprint. Deploy to sandbox, verify, then production.

🧱

Discovery Before Design

Architect queries your org's real routing rules and conversion patterns first. Bounded specs are generated from discovery data, with safety limits enforced.

How Architect Handles This

Discover

Assignment rules, queues, lifecycle fields

Propose

Bounded routing and stage specs

Deploy Sandbox

Approval token required

Verify

Scouts confirm rules + fields

Deploy Prod

Second approval token

How Claude Code Executes It

💭 thinking

Discover current routing and propose bounded fixes.

$ command

g-gremlin autopilot architect init lead_routing_lifecycle --variant salesforce -p target_sandbox=dev -p prod_org_alias=prod

✓ Architect project created

$ command

g-gremlin autopilot architect discover arch_m9q2

✓ Discovery complete

$ command

g-gremlin autopilot architect deploy arch_m9q2 --sandbox

✓ Sandbox deploy complete

✓ success

Routing + lifecycle deployed with receipts.

Results

Custom fields

Validation rules

Permission set

Pass

Verification

Try This Workflow

Start with the quickstart guide, then run your own lead routing blueprint.

View Quickstart Guide → More Playbooks