AI-readable Zevari documentation snapshot

Zevari Workflow Guide

Manual and scheduled Zevari workflow guide for setup, lead input, prospecting, ICP scoring, campaigns, follow-up, CRM sync, content, and automation.

Requested URL: https://docs.zevari.ai/help/workflows

Copy Prompts

Paste these prompts into Claude Code, Codex, Cursor, VS Code, Conductor, or another coding agent. Start with the business workflow prompt when you want the agent to audit your goals and recommend the right Zevari workflows before implementation.

How Workflows Run

Zevari workflows can run manually in an AI IDE or automatically through a scheduler. Start new workflows manually in Cursor, VS Code, Conductor, Claude, ChatGPT, or another MCP-capable client. Once the process is stable, schedule the repeatable read, score, draft, sync, and reporting steps through GitHub Actions, local cron, n8n, Make, Zapier, CRM automation, Apify schedules, or a server runner.

Operating Rules

Setup and Inputs

These workflows establish the operating context, source data, and target records that later research, scoring, outreach, and automation depend on.

Prospecting and Qualification

These workflows turn markets, lists, posts, and signals into researched and ranked prospects.

Outreach and Campaigns

These workflows move qualified leads into reviewed messages, warm-up paths, campaigns, or multichannel execution.

Follow-Up, Pipeline, and Content

These workflows keep replies, pipeline state, meetings, and content connected to the original GTM motion.

Stack Orchestration

These workflows connect Zevari to the rest of the GTM stack so one AI-controlled process can read data, call tools, write outputs, and preserve human review.

Scheduler Options

A scheduled Zevari workflow usually has a scheduler, a runner, a data source, and a write-back destination.

Data Source Patterns

Zevari does not require one CRM pattern. Choose a source of truth that gives the runner clear, current, and permissioned data.

GitHub Actions Scheduled Runner

GitHub Actions scheduled workflows use POSIX cron syntax, run on the default branch, and use UTC. Avoid minute 0 because high-load times include the start of every hour. Add workflow_dispatch for manual runs. Set least-privilege permissions. Store Zevari API keys and external app tokens in GitHub Actions secrets and pass them through the secrets context.