Activate workflow

Get More of the Right Customers

Tell us where the work lives. JIDOKA confirms the connections and approval rules, then secure checkout starts the free 30-day trial.

Try before activation

Run the demo first, then start the trial when it makes sense.

Every Workflow Block starts with a working demo. This page is the next step after the demo: free for 30 days, then $20/month for this one workflow. Standard setup is included.

Back to the demo

Activation intake

Start the free 30-day trial.

No charge today. The $20/month workflow plan starts after the first 30 days. Standard setup, monitoring, dashboard access, and workflow updates are included.

Workflow plan

Free 30-day trial

Then $20/month for this workflow. Standard setup included.

View setup, connections, and launch checks

Setup path

Connect the tools, keep approvals in place, then launch.

The intake tells us where the work lives. Secure checkout starts the free trial, and activation starts only after the business confirms the tools and approval rules.

View the setup path
  1. 1

    Connect the tools you already use

    Start with sample data, then connect approved platforms through secure logins or upload CSV/Excel exports.

  2. 2

    Turn messy work into one clean queue

    The Workflow Block organizes the source information around the goal: Every serious inquiry gets organized, prioritized, and paired with a suggested response or next message.

  3. 3

    Apply the same rules every time

    JIDOKA uses the business rules, exclusions, timing, owners, and approval limits you confirm during setup.

  4. 4

    Suggest the next action

    The workflow prepares the reply, task, packet, dashboard, recommendation, or owner update for review.

  5. 5

    Launch with approval gates

    Sensitive sends, financial outputs, customer-facing messages, and record changes stay review-gated before they go live.

How it connects

Uses your existing platforms without replacing them.

The live version can integrate existing platforms using approved APIs, OAuth logins, or CSV/Excel exports. We do not need to replace the tools the business already depends on.

CRM, website forms, inbox, WhatsApp Business, LinkedIn-connected tools, calendar, calling system, or spreadsheet.

Setup questions

  • Where do inbound leads arrive today?
  • What counts as a hot lead?
  • What should the first reply say?
  • Who owns same-day follow-up?

Approval gates

  • Approve first-response templates before any outbound path is enabled.
  • Approve routing rules and ownership before CRM writes.
  • Approve SMS consent and opt-out language before text messaging.

Launch tests

  • Submit a fake web lead and confirm it appears in the hot lead queue.
  • Test a missing-phone and missing-email lead.
  • Confirm duplicate leads are flagged instead of recreated.