**TL;DR:** RevOps recipes automate the revenue workflow — enriching new leads, scoring and routing them to owners, and onboarding new customers. They connect CRMs like HubSpot or Salesforce with web research, Slack, Notion, and email.

## Who this is for

Sales and revenue operations teams who want faster lead handling and consistent onboarding.

## Recipes in this department

- [Lead enrichment](/doc/recipe-enrich-new-leads-automatically-mPEoUuj0zc) — enrich new leads with company and contact data.
- [Lead routing and follow-up](/doc/recipe-score-route-and-follow-up-on-leads-YaHA7hepdQ) — score, assign, and create follow-up tasks.
- [Score and route a lead with an evaluation agent](/doc/recipe-score-and-route-a-lead-with-an-evaluation-agent-uzV5Ps43pw) — an evaluation agent returns a fit score and an owner.
- [Route a deal review with an evaluation agent](/doc/recipe-route-a-deal-review-with-an-evaluation-agent-loYBcI4WUo) — an evaluation agent names the next review. A person still decides.
- [Customer onboarding](/doc/recipe-automate-new-customer-onboarding-fn3GqU44YN) — kick off onboarding tasks, welcome emails, and handoffs.

## Related articles

- [What is an evaluation agent?](/doc/what-is-an-evaluation-agent-2uCEVB8RZy)
- [Marketing Ops recipes](/doc/marketing-ops-recipes-up0zI82PDp) — competitor monitoring, content briefs, the content pipeline, and campaign reporting.
- [What is a connector?](/doc/what-is-a-connector-and-how-do-i-browse-the-registry-6PxIdsLTWe)
- [How do I connect an MCP server?](/doc/how-do-i-connect-an-mcp-server-RtBQhNBIoy)
- [How do I build a playbook with the Console?](/doc/how-do-i-build-a-playbook-with-the-console-ask-ballet-oHptRP9mI4)


RevOps recipes

Build your first automation with Ask Ballet

Deterministic agents: Ballet's approach

Getting Started with Ballet

How do I join the early access program?

How do I navigate the Studio (sidebar + command palette)?

How do I run a playbook or ask a question in Ask mode?

How do I run playbooks from the Chrome extension?

How do I sign in and access my workspace?

How do I switch between Ask and Build?

What happens during workspace onboarding?

What is Ask mode?

What is Ballet?

What to expect as a design partner

What's the difference between Builder and Member mode?

Ballet vs Automation Anywhere

Ballet vs Claude Cowork

Ballet vs Moveworks (ServiceNow)

Ballet vs n8n

Ballet vs Power Automate

Ballet vs Temporal

Ballet vs UiPath

Ballet vs Workato

Ballet vs Zapier

n8n vs Zapier vs Ballet for AI agents (2026)

Why Ballet

Getting Started

Building Playbooks

How do I build a playbook with the Console (Ask Ballet)?

How do I edit steps (Code and HTTP)?

How do I use the playbook workspace (Play / Code / History)?

How does the Plan vs Build flow work?

What are Allow vs Ask permission modes?

What is a playbook?

How do I manage Schedules?

How do I pause and resume a playbook run?

How do I read runs and run history?

How do I run a playbook?

How do I share run output?

Run from your environment via API

Running and Automating

What triggers can start a playbook (Manual, Schedule, Webhook)?

Connecting Tools

How do first-party integrations (Cursor, Freshdesk) work?

How do I connect an MCP server?

How do I connect CRM and support tools?

How do I connect Genesys Cloud?

How do I connect HubSpot?

How do I connect Salesforce?

How do I connect ServiceNow?

How do I connect Zendesk?

How do I store credentials with Secrets?

What is a connector and how do I browse the registry?

How do I create and use API tokens?

How do I invite users?

How does usage and billing work?

What are the roles and permissions (Owner/Builder/Member)?

What is the AI Gateway / Ballet Models?

Workspace and Admin

Ballet glossary

Concepts and Glossary

How do Collections and Git sync work?

RLCD vs RLHF: What Is TypeSafe's Jev Model Actually Claiming?

What are Agents?

What are Skills?

What are Tools and the playground?

What is an evaluation agent?

Ballet vs Claude code production cost benchmarks

Claude writes the playbook. Ballet runs it.

Deterministic operations, measured

How to automate lead routing with AI (HubSpot and MarkOps)

Jev vs Claude Sonnet 5: sorting 1,998 support messages

Salesforce in Claude: what shipped, what it can write, what it cannot govern

What is shadow AI? Why Claude, ChatGPT, and Copilot are a business risk

Why 40% of agentic AI projects get canceled

Agent operations

Recipe: Data sync and ETL to a warehouse

Recipe: Scheduled reports and readouts

Data Ops recipes

Recipe: AI code review on pull requests with Cursor

Recipe: Incident response and on-call paging

Recipe: Triage new errors into tracked issues

Engineering Ops recipes

Recipe: Invoice and expense processing

Recipe: Reconcile payments and payouts

Finance Ops recipes

Introduction

Recipe: Campaign performance report

Recipe: Competitor monitoring digest

Recipe: Content and marketing operations

Recipe: Generate a content brief

Marketing Ops recipes

Recipe: Automate new customer onboarding

Recipe: Enrich new leads automatically

Recipe: Route a deal review with an evaluation agent

Recipe: Score and route a lead with an evaluation agent

Recipe: Score, route, and follow up on leads

Recipe: Auto-answer and deflect common tickets

Recipe: Catch a refund request with an evaluation agent

Recipe: Check the work before a reply

Recipe: CSAT follow-up after ticket resolution

Recipe: Escalate SLA breaches and priority tickets

Recipe: Triage a support email with an evaluation agent

Recipe: Triage and route support tickets

Support Ops recipes

Playbook Recipes

How do I authenticate with the Ballet API?

How do I connect to Ballet's MCP endpoint?

How do I run a playbook over the REST API?

How do I stream playbook run events?

How do I trigger and react to playbooks with webhooks?

How do I wake a suspended run with reply or resume?

Developer foundations

How do I call Ballet playbooks from Google ADK?

How do I call Ballet playbooks from LangChain?

How do I call Ballet playbooks from Mastra?

How do I call Ballet playbooks from Pydantic AI?

How do I call Ballet playbooks from the Vercel AI SDK?

How do I use Ballet playbooks in an agent framework?

How do I call external APIs and SDKs from a playbook?

How do I connect external MCP servers to playbooks?

How do I use secrets and env vars in steps?

How do playbooks connect to external systems?

Developer Docs

Guide

Recipes

Developer

Ballet 