CatchEM logo

Automation

Section LLC · Mode 1Ironclad Builders · Mode 2

Automation

CatchEM runs lead discovery, qualification, previews, outreach, and follow-ups based on the rules below. You stay in control of what gets created and what gets sent.

Automation mode

Choose how much CatchEM is allowed to do automatically.

Run CatchEM now

Run one full automation cycle using your saved searches and current rules. CatchEM will discover leads, enrich them, score them, create previews for valid-email leads, draft outreach, and update exceptions.

This does not override your automation mode. It runs one cycle using the rules already in place.

Automation controls

Use these actions for a hard reset or controlled rollback.

Workflow permissions

Toggle what CatchEM is allowed to execute automatically.

WF-02 · Section LLC · Weak digital presence → website lane review

Section LLC lane scaffold (off)

Section LLC · future lanes

WF-04 · Section LLC · Software / internal tools fit → qualification queue

Section LLC lane scaffold (off)

Section LLC · future lanes

WF-05 · Section LLC · MVP / product help fit → review queue

Section LLC lane scaffold (off)

Section LLC · future lanes

WF-03 · Section LLC · AI / automation fit → qualification queue

Section LLC lane scaffold (off)

Section LLC · future lanes

[CORE] City saved searches → Google Places discovery (feeds WF-01 Minot pipeline)

Saved searches (city campaigns)

Custom / other

[CORE] Section LLC · Preview ready → outreach draft (pairs with WF-01 city campaigns)

When preview is ready

Outreach

WF-MANUAL · Phone only → Manual Call Queue

After lead scored

Routing & manual queue

WF-BLOCK · No valid outreach route → exception

After lead enriched

Safeguards & stops

WF-FOLLOWUP · Delivered and no reply → follow-up

2 days after delivered

Follow-up

ND statewide · No/weak website + public email → preview + outreach

Statewide campaign · North Dakota

City campaigns

Regional · Iowa City, IA · Section LLC website lane (inactive)

City campaign · Iowa City, IA

Custom / other

Regional · Lincoln, NE · Section LLC website lane (inactive)

City campaign · Lincoln, NE

Custom / other

Regional · Casper, WY · Section LLC website lane (inactive)

City campaign · Casper, WY

City campaigns

Regional · Billings, MT · Section LLC website lane (inactive)

City campaign · Billings, MT

City campaigns

Regional · Rapid City, SD · Section LLC website lane (inactive)

City campaign · Rapid City, SD

City campaigns

Regional · Grand Forks, ND · Section LLC website lane (inactive)

City campaign · Grand Forks, ND

City campaigns

Regional · Bismarck, ND · Section LLC website lane (inactive)

City campaign · Bismarck, ND

City campaigns

WF-01 · Section LLC · Minot, ND · No/weak website + public email → preview + outreach

City campaign · Minot, ND

City campaigns

WF-STOP · Bounce or reply → stop automation

Always active

Safeguards & stops

[CORE] Auto-preview valid-email leads (broad — keep OFF for city rollout)

After lead scored

Previews

Automation status

Last automation tick completed

About 5 min ago · 1 saved search enabled · 4 workflow steps on

Pipeline (server)

Discovery

26 leads in tracker

Qualification

0 qualified (60+)

Preview

0 ready

Outreach

0 drafts ready · 0 queued · 0 touched

Follow-up

0 due now · 0 open

Exceptions

52 open

Lifecycle totals

Discovered

0

Qualified

0

Manual call

0

Preview queued

0

Preview ready

0

Drafts ready

0

Sent / queued

0

Delivered

0

Replied

0

Follow-up due

0

Blocked / review

26

Won (tracker)

0

Lost (tracker)

0

Deals open

0

Deals won

0

Deals lost

0

Latest discovery vs targetLast run: SIOUX FALLS , South DAKOTA

10 found (cap 10) · 100% of target

Diagnostics · last discovery run & job counters

South DAKOTA · SIOUX FALLS · CONSTRUCTION · succeeded

Leads (last run)
10
With email
0
Outreach-ready email
0

public / verified

Qualified (60+)
0
Phone only
10
Jobs Q / run / fail
0 / 0 / 0

Last automation tick recorded: 4/18/2026, 2:09:48 AM. Refreshes automatically while the pipeline is busy.

Job counters & routing (technical)

Internal queues and routing signals.

Queued jobs: 0Running jobs: 0Failed jobs: 0Manual call leads: 25Auto-preview eligible: 0Drafts ready: 0Send blocked: 0Bounced: 0
How automation rules behave
  • Valid email → eligible for auto preview and outreach path
  • Phone only → Manual Call Queue
  • No valid route → skipped and surfaced as an exception
  • Existing business website → no automatic preview unless manually overridden
  • Bounce or reply → automation stops and the lead is surfaced for review

Preview generation is intentionally limited so CatchEM creates fewer, better websites.

Workflows

Mode 1 · Section LLC

Active on top; stop rules grouped; library and future lanes folded. Engine unchanged — only the layout.

Active workflows

Enabled and ready for the automation tick.

[CORE] Section LLC · Preview ready → outreach draft (pairs with WF-01 city campaigns)

On

When preview is ready

Outreach

Trigger & rules

Trigger: preview ready

Conditions: valid email exists, contact status is

Actions: create outreach draft, queue outreach send

outreach

Regional · Iowa City, IA · Section LLC website lane (inactive)

On

City campaign · Iowa City, IA

Custom / other

Trigger & rules

Trigger: lead scored

Conditions: No conditions

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

custom

Regional · Lincoln, NE · Section LLC website lane (inactive)

On

City campaign · Lincoln, NE

Custom / other

Trigger & rules

Trigger: lead scored

Conditions: No conditions

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

custom

WF-01 · Section LLC · Minot, ND · No/weak website + public email → preview + outreach

On

City campaign · Minot, ND

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

Safeguards & stop rules

Collapsed by default — open when you need to audit block rules.

No safeguard rows loaded.

Workflow library · inactive & future lanes

Regional campaigns off, future lanes, and presets not in daily operations.

Filter by category (library)

Regional · Bismarck, ND · Section LLC website lane (inactive)

Off

City campaign · Bismarck, ND

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

WF-02 · Section LLC · Weak digital presence → website lane review

Off

Section LLC lane scaffold (off)

Section LLC · future lanes

Trigger & rules

Trigger: lead scored

Conditions: service lane in, website status in, lead score gte

Actions: score lead

section_llc_lane

Regional · Grand Forks, ND · Section LLC website lane (inactive)

Off

City campaign · Grand Forks, ND

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

WF-03 · Section LLC · AI / automation fit → qualification queue

Off

Section LLC lane scaffold (off)

Section LLC · future lanes

Trigger & rules

Trigger: lead scored

Conditions: service lane in, lead score gte

Actions: score lead

section_llc_lane

Regional · Rapid City, SD · Section LLC website lane (inactive)

Off

City campaign · Rapid City, SD

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

WF-04 · Section LLC · Software / internal tools fit → qualification queue

Off

Section LLC lane scaffold (off)

Section LLC · future lanes

Trigger & rules

Trigger: lead scored

Conditions: service lane in, lead score gte

Actions: score lead

section_llc_lane

Regional · Billings, MT · Section LLC website lane (inactive)

Off

City campaign · Billings, MT

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

WF-05 · Section LLC · MVP / product help fit → review queue

Off

Section LLC lane scaffold (off)

Section LLC · future lanes

Trigger & rules

Trigger: lead scored

Conditions: service lane in, lead score gte

Actions: score lead

section_llc_lane

Regional · Casper, WY · Section LLC website lane (inactive)

Off

City campaign · Casper, WY

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, city is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

WF-BLOCK · No valid outreach route → exception

Off

After lead enriched

Safeguards & stops

Trigger & rules

Trigger: lead enriched

Conditions: no valid email, no phone

Actions: create exception

safeguards

WF-FOLLOWUP · Delivered and no reply → follow-up

Off

2 days after delivered

Follow-up

Trigger & rules

Trigger: no reply elapsed

Conditions: valid email exists

Actions: schedule follow up

follow_up

WF-MANUAL · Phone only → Manual Call Queue

Off

After lead scored

Routing & manual queue

Trigger & rules

Trigger: lead scored

Conditions: no valid email, phone exists

Actions: move to manual call queue

routing

WF-STOP · Bounce or reply → stop automation

Off

Always active

Safeguards & stops

Trigger & rules

Trigger: bounce detected

Conditions: No conditions

Actions: create exception

safeguards

[CORE] Auto-preview valid-email leads (broad — keep OFF for city rollout)

Off

After lead scored

Previews

Trigger & rules

Trigger: lead scored

Conditions: valid email exists, lead score gte, website status in, preview status is, supported template exists

Actions: create preview task, generate preview, create outreach draft

previews

[CORE] City saved searches → Google Places discovery (feeds WF-01 Minot pipeline)

Off

Saved searches (city campaigns)

Custom / other

Trigger & rules

Trigger: lead discovered

Conditions: No conditions

Actions: score lead

custom

ND statewide · No/weak website + public email → preview + outreach

Off

Statewide campaign · North Dakota

City campaigns

Trigger & rules

Trigger: lead scored

Conditions: state is, usable public email exists, website status in, preview status is, contact status is, supported template exists

Actions: enrich lead, score lead, create preview task, generate preview, create outreach draft, queue outreach send

city_campaign

Advanced workflow builder

If set, overrides the preset. Letters, numbers, _.- only (max 48).

Selected group operator:

Conditions

valid_email_exists

Actions

create_preview_task

Stop conditions

preview_already_exists

Saved searches

These are the areas CatchEM keeps scanning automatically based on your schedule and rules.

South DAKOTA · SIOUX FALLS · CONSTRUCTION

max 10 · every daily

Last run: -

Next run: 2026-04-19T01:48:03.997+00:00

Auto-preview: valid-email leads only

Phone-only leads: Manual Call Queue

Outreach mode: draft only

Recent runs

Latest automation jobs and what they actually did.

Qualified 0 leads, queued 0 previews

Lead scoring pass

Status: succeeded

Enriched 0 leads

Automation workflow update

Status: succeeded

Qualified 0 leads, queued 0 previews

Lead scoring pass

Status: succeeded

Enriched 0 leads

Automation workflow update

Status: succeeded

Qualified 0 leads, queued 0 previews

Lead scoring pass

Status: succeeded

Enriched 0 leads

Automation workflow update

Status: succeeded

View technical details

Manual Call Queue

These leads have a phone number but no valid email, so CatchEM does not create a preview automatically.

25 leads need manual call review.

Create a preview manually if you want something ready before calling.

Open Manual Call Queue

Needs review

CatchEM stopped here so you can step in only where needed.

preview generation failure

Journey Construction: Blocked: phone-only lead (manual call queue).

missing contact route

Journey Construction routed to manual_call (auto preview blocked).

preview generation failure

Scholten Construction - Decks, Concrete, Painting, Siding, and Roofing: Blocked: phone-only lead (manual call queue).

Open Exceptions
Technical detailsShow

Expanded logs for debugging jobs, provider issues, and background task failures. This section is for diagnosis only.

Saved workflows (reference)

WF-02 · Section LLC · Weak digital presence → website lane review

section_llc_lane · Section LLC · future lanes

Off

Section LLC lane scaffold (off) · last: — · next: —

WF-04 · Section LLC · Software / internal tools fit → qualification queue

section_llc_lane · Section LLC · future lanes

Off

Section LLC lane scaffold (off) · last: — · next: —

WF-05 · Section LLC · MVP / product help fit → review queue

section_llc_lane · Section LLC · future lanes

Off

Section LLC lane scaffold (off) · last: — · next: —

WF-03 · Section LLC · AI / automation fit → qualification queue

section_llc_lane · Section LLC · future lanes

Off

Section LLC lane scaffold (off) · last: — · next: —

[CORE] City saved searches → Google Places discovery (feeds WF-01 Minot pipeline)

custom · Custom / other

Off

Saved searches (city campaigns) · last: — · next: —

[CORE] Section LLC · Preview ready → outreach draft (pairs with WF-01 city campaigns)

outreach · Outreach

On

When preview is ready · last: — · next: —

WF-MANUAL · Phone only → Manual Call Queue

routing · Routing & manual queue

Off

After lead scored · last: — · next: —

WF-BLOCK · No valid outreach route → exception

safeguards · Safeguards & stops

Off

After lead enriched · last: — · next: —

WF-FOLLOWUP · Delivered and no reply → follow-up

follow_up · Follow-up

Off

2 days after delivered · last: — · next: —

ND statewide · No/weak website + public email → preview + outreach

city_campaign · City campaigns

Off

Statewide campaign · North Dakota · last: — · next: —

Regional · Iowa City, IA · Section LLC website lane (inactive)

custom · Custom / other

On

City campaign · Iowa City, IA · last: — · next: —

Regional · Lincoln, NE · Section LLC website lane (inactive)

custom · Custom / other

On

City campaign · Lincoln, NE · last: — · next: —

Regional · Casper, WY · Section LLC website lane (inactive)

city_campaign · City campaigns

Off

City campaign · Casper, WY · last: — · next: —

Regional · Billings, MT · Section LLC website lane (inactive)

city_campaign · City campaigns

Off

City campaign · Billings, MT · last: — · next: —

Regional · Rapid City, SD · Section LLC website lane (inactive)

city_campaign · City campaigns

Off

City campaign · Rapid City, SD · last: — · next: —

Regional · Grand Forks, ND · Section LLC website lane (inactive)

city_campaign · City campaigns

Off

City campaign · Grand Forks, ND · last: — · next: —

Regional · Bismarck, ND · Section LLC website lane (inactive)

city_campaign · City campaigns

Off

City campaign · Bismarck, ND · last: — · next: —

WF-01 · Section LLC · Minot, ND · No/weak website + public email → preview + outreach

city_campaign · City campaigns

On

City campaign · Minot, ND · last: — · next: —

WF-STOP · Bounce or reply → stop automation

safeguards · Safeguards & stops

Off

Always active · last: — · next: —

[CORE] Auto-preview valid-email leads (broad — keep OFF for city rollout)

previews · Previews

Off

After lead scored · last: — · next: —

Recent job log

score_leads · succeeded

Qualified 0 leads, queued 0 previews

enrich_leads · succeeded

Enriched 0 leads

score_leads · succeeded

Qualified 0 leads, queued 0 previews

enrich_leads · succeeded

Enriched 0 leads

score_leads · succeeded

Qualified 0 leads, queued 0 previews

enrich_leads · succeeded

Enriched 0 leads

score_leads · succeeded

Qualified 0 leads, queued 0 previews

enrich_leads · succeeded

Enriched 0 leads

enrich_leads · succeeded

Enriched 0 leads

score_leads · succeeded

Qualified 0 leads, queued 0 previews

enrich_leads · succeeded

Enriched 0 leads

score_leads · succeeded

Qualified 0 leads, queued 0 previews

Rules (how the engine decides)

  • Strong leads without a real site and with a good email can get a preview task automatically.
  • When a preview is ready, a draft email is created (assist) or queued to send (autopilot).
  • No reply after a couple of days → follow-up suggestion.
  • Bounces stop bad emails; replies surface for you to handle personally.

Quality check for lead-finding accuracy (technical evaluation).

Open Stage 1 evaluation