Universal Automation in Action: A Complete Lead-to-Project Workflow

Follow a real-world, 7-department journey from lead to loyalty and learn the core logic to build a truly frictionless, scalable operating system for your company.

Trap of silos

In most companies, value gets trapped between disconnected apps. This operational friction leads to manual data entry, lost context, and costly delays. Universal Automation eliminates these silos, creating a single source of truth that allows your teams to operate with unprecedented speed and intelligence.

The answer: Luklak Universal Automation

This entire automation series is powered by Luklak’s core architecture. Every piece of information—a customer, a contract, a site survey—is a version of the 🧊 Universal Object. Because they share the same fundamental DNA, they can interact and trigger automation across different ⏹️ Spaces (departments) natively.

See it in action

A Customer Journey Without Friction

From Ad Click to Assigned Lead

The journey begins when a prospect, Sarah, submits an inquiry form from a Maddy’s marketing ad.

Automated Lead Capture & Routing

An ad click is instantly converted into a fully contextualized 🧊 Customer in the Sales ⏹️ Space and automatically assigned to the right salesperson, David, based on pre-set rules.

Frictionless Scheduling

A custom action button in the 🧊 Customer triggers an automated calendar invitation to all stakeholders: the client Sarah, David from Sales, and Max the Designer.

This eliminates the back-and-forth of scheduling and ensures every stakeholder has the right context and meeting link without ever leaving Luklak.

The Trigger Effect: One Action, Multiple Workflows

A single status change from “Consultation” to “Contract Prep” by David on the 🧊 Customer kicks off two parallel workflows simultaneously.

Workflow 1: A 🧊 Site Survey is created and assigned to Tony in the field.
Workflow 2: A 🧊 Contract is created and assigned to Emma in Accounting.

Real-Time Field Intelligence

Connecting Field Operations to Central Command

On-site, Tony scans a QR code to open the 🧊 Site Survey on his phone. He documents a structural issue with a live photo, creating a 🧊︎ Constraint. This real-time data instantly notifies Max (Designer) and Emma (Accounting) so they can proactively adjust plans and pricing.

Collaborative, Automated Contracting

The 🧊 Contract becomes the single source of truth for generating legal documents.

With one click, a Google Docs contract is generated from a template. The system uses “smart values” to pull all data directly from the 🧊 Contract, ensuring accuracy and eliminating manual entry.

The Payment That Launches a Project

Payment as a Workflow Catalyst

A single deposit payment from Sarah triggers a massive chain reaction across the entire platform:

A “Payment Received!” notification is sent to the Sales chat.
The 🧊︎ Payment is marked as “Paid.”
The remaining debt on the 🧊 Contract is automatically recalculated.
The master 🧊 Project is created, officially kicking off all design and build work.

Seamless Design & Review Cycles

Status changes on the 🧊 Design trigger automated communication. The system automatically tags David for internal review and, with one click, sends a highly personalized email to the client, Sarah, pulling design links and details directly from the 🧊 Design.

From Project Completion to Customer for Life

Automating Long-Term Value

Changing the final project status to “Complete” triggers the after-care workflow. The system automatically calculates a loyalty voucher for Sarah and creates a new 🧊 After-Sales Care for Grace, scheduling recurring check-ins to nurture the customer relationship.

The Logic Behind It: A principle you already understand

The seamless handoffs in this 7-department journey aren’t custom code; they are simple, powerful rules built on a “Trigger -> Condition -> Action” principle. Here’s how the “Sales to Design” automation is constructed logically inside Luklak.

1. The Trigger (The 'If')

Every automation begins with a Trigger—a specific event that Luklak listens for. In our example, the trigger is: ‘When an Object is updated’. Specifically, when the ‘Status’ field of any 🧊 Deal Object changes.

2. The Condition (The 'Only When')

The Condition adds precision, ensuring the automation only runs when certain criteria are met. Here, the condition is: ‘The new status is Closed Won’. This prevents the rule from firing for any other status change.

3. The Action (The 'Then')

The Action is what the automation does. The action is declarative: ‘Create a new 🧊︎ Design Concept Sub-Object, connect it to the trigger Project, and assign it to the Design ⏹️ Space.’

This “Trigger -> Condition -> Action” model is universal across the platform. By combining these simple parts, you can map and automate your most complex business processes without writing a single line of code.

The Universal Secret: How This Is All Possible

This seamless flow isn’t magic—it’s a fundamental architectural advantage. Traditional software creates disconnected “islands” of data and then relies on fragile, third-party “bridges” (integrations) to connect them. Luklak is built on a unified foundation from the ground up.

The Universal Object

Everything in Luklak—a sales lead, a project task, a customer invoice—is a version of the same foundational LEGO piece: the 🧊 Object. This shared DNA means every department’s data speaks the same native language.

Object Connection

Because everything is an 🧊 Object, any Object can be natively linked to any other. There’s no need to build a ‘bridge’ between your CRM and your project tool, because the relationship is part of the core platform fabric.