Automation recipe
An automation that labels new tasks as a hot lead the moment they are created, so sales picks them up quickly instead of learning about them late.
Overview
A lead is worth the most the minute it arrives. Labelling new intake as a hot lead automatically means sales sees it in their filtered view immediately rather than after a manual sweep.
This template is the built-in Lead handoff to sales recipe in Atlas. Its trigger fires on task creation and its action applies the lead label you choose so the handoff is instant.
Because it is a real automation, the labelling runs on every matching event, so no promising lead waits in an unsorted list.
What is included
The recipe fires when a task is created, catching new leads as they land.
An action that applies the hot-lead label you choose so sales can filter to it.
Install from the automation templates page and pick the lead label, with no rule to write.
New leads are tagged instantly, so sales acts while interest is fresh.
Adjust the label and rename the automation from the automations settings.
How to use it
Go to /settings/automations/templates and select the Lead handoff to sales recipe.
Pick the label that marks a task as a hot lead for the sales team.
Install the recipe so new tasks are labelled for sales automatically.
Change the label later from the automations settings if your process evolves.
FAQ
Ready when you are
Atlas is the all-in-one work OS: tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.