Show us
Show the Gmail-to-Airtable handoff.
We need to see which details Maria copies and which Airtable fields receive them.
Added to map
Start with one real process
Show us how the work gets done.
Choose one task you do regularly and talk us through it like you are showing a new teammate. No script or preparation needed. Start anywhere. Rambling is okay.
Pause whenever you need to. Do not show passwords. You review every account connection before access.
Talk naturally
Walk us through one real task.
Mention what starts it, who helps, which tools you touch, and what happens when something goes wrong.
Screen + voice · 00:00
G Gmail · New leads
JordanQuestion about a kitchen estimate
AveryNew project request · Willow Street
RileyFollowing up on our consultation
SamBathroom renovation timeline
A Airtable · Lead tracker
| Name | Project | Status |
|---|---|---|
| Jordan Lee | Kitchen | Contacted |
| Avery Moss | Renovation | New |
| Riley Chen | Consultation | Follow-up |
| Sam Patel | Bathroom | Quote |
First-pass analysis
We are mapping what you showed us.
Build Simpul separates what you showed, what it inferred, and what still needs evidence.
Preparing the transcript
Ready
Finding processes and steps
1 process
Recognizing tools and roles
3 systems
Detecting missing evidence
4 requests
Gmail
Lead arrivesAirtable
Lead is addedQuickBooks
Quote is built Personalized to your process
Here is what would help us complete the picture.
Choose the easiest way to respond. Nothing connects automatically, and you can skip or decline any request.
0 of 4 added
Send us
Send one blank or redacted quote.
This helps identify what QuickBooks needs before the owner can prepare a quote.
Example received
Tell us
Who owns follow-up when a lead does not reply?
Your recording mentioned both Maria and the owner, so we need to confirm the handoff.
Owner confirmed
Optional
Review a read-only Gmail connection.
A selected label could provide examples. A recording or redacted messages works just as well for this first map.
Using lower-access option
Current process
Does this match how it works today?
This is what Build Simpul understood from your recording and responses. You can correct it before B reviews anything.
Built from 4 fictional sources
Gmail
Lead arrives
A website request lands in the New Leads label.
MariaAirtable
Lead is recorded
Contact and project details are copied into the tracker.
MariaQuickBooks
Quote is prepared
The owner creates a quote using the confirmed project details.
OwnerFollow-up
Lead is followed up
Maria follows up when the customer does not respond.
Maria Please confirm: the owner steps in only for pricing questions.1Process
4Steps
3Systems
0Blocking gaps
Client confirmation recorded
Your first process is ready for Build Simpul review.
B receives the client-confirmed map, its evidence, the resolved requests, and the one visible note. This does not authorize an automation or account action.
What happens next
Client confirmation
The current process looks accurate.
Complete
B reviews the evidence
Accuracy, uncertainty, sensitivity, and readiness.
Next
Workflow design
Only unlocked after B approves this version.
Locked