Let workflows create pipeline cards from scratch 🗂️

We've added a new Create Pursuit step to Workflows, so opportunities your workflow discovers outside CLEATUS can land in your pipeline automatically. Commercial projects, partner opportunities, and other pursuits no longer need to be copied into a card by hand.

What's New

The Create Pursuit step makes a pipeline card from the values your workflow has available. It works like the New pursuit button on your board, while letting an earlier step, such as an AI Agent, find and provide the opportunity details for you.

How It Works

Add the step

• Open any workflow and add Create Pursuit from the Actions list.
• Give the card a title, then optionally set an agency, owner, due date, and pipeline column.
• Leave the column blank to place the card in the first column on your board.

Use information from your workflow

• Type values directly into the step, or take them from an earlier step.
• For example, an AI Agent can search for opportunities and extract their details, then Create Pursuit can make a card for each one.
• Steps that come after it, such as Log Note or Update Pursuit, use the new card by default.

Keep recurring runs tidy

• If your board already has a card with the same title that you added yourself, the workflow reuses it.
• A workflow that runs every week can keep one card per opportunity instead of creating duplicates.
• Cards created from contracts CLEATUS already knows are not treated as manually added cards for this matching behavior.

Why It Matters

Not every opportunity you chase starts as a contract in CLEATUS. Now your workflows can bring outside opportunities into the same pipeline as everything else, so your team can assign them, track next steps, and keep your full pursuit picture current without extra copying.

Get Started

Open a workflow, add a step, and search for "Create Pursuit". You can also open Ask CLEATUS on the workflow page and ask it to add the step for you.

Happy building! 🚀