Core concepts

Five concepts explain almost everything in BreezThru: workflows, runs, steps, automation levels, and targets.

Workflows

A workflow is a reusable recipe of steps that produces a known outcome. The platform ships with one:

A workflow defines, for each step, what it needs, what it produces, and how automated it can be.

Runs

A run is one execution of a workflow: one pass through its steps, end to end. A run has:

• Requirements: the inputs you supply (e.g. the target name, URLs to crawl, the offer goal).
• Steps: the tasks that get instantiated and executed.
• A status: open, running, blocked, failed, completed, or cancelled.

You create a run from the Runs screen, and follow it on the run's own page.

Steps

A step is one task inside a run. Each step is a Job with its own status (pending, processing, awaiting_approval, completed, failed, and more).

A step:

• Produces one typed output, e.g. a Companies House filing or a draft offer.
• Requires certain inputs: a target name, URLs, or another step's output.
• Runs at an automation level, which decides whether it runs automatically and whether a human approves it.

The run page shows the whole pipeline: completed steps, the step currently waiting on you, and steps that haven't started yet.

Automation levels

Every step runs at one of three levels:

Each step also has a ceiling, the maximum level it's allowed to reach, so client-facing work is never fully automated without a human.

Read Automation levels for the full picture.

Targets

A target is the company or person a run is about: the CRM record behind every run. A target holds its name, domain, website, Companies House number, LinkedIn, a summary, contacts (emails, phones, addresses), notes, and the full history of runs done for it.

See Targets.