> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.meetgail.com/platform/workflows/guides-and-recipes/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server. # Guides & Recipes > Complete end-to-end walkthroughs and short how-do-I answers for building real workflows. This section is where the ideas from the rest of the docs come together into things you can actually build. There are two kinds of pages here, and they serve different moments. **Guides** are complete, end-to-end walkthroughs. Each one builds a real workflow from the first step to the last, explains why each piece is there, and shows the settings along the way. Reach for a guide when you want to follow along and end up with something working. **Recipes** are short answers to a single "how do I X" question. Each one focuses on one task, names the steps involved, shows a small example, and points you at the full node pages for the details. Reach for a recipe when you already know what you want and just need the shape of it. ## Guides #### [Welcome New Leads](/platform/workflows/guides-and-recipes/guides/welcome-new-leads) Greet every new lead the moment they arrive and enroll them in a nurture campaign. #### [Process a Daily CSV](/platform/workflows/guides-and-recipes/guides/process-a-daily-csv) Pull a partner's daily lead file from SFTP and add each row as a contact. ## Recipes #### [Loop Over a CSV](/platform/workflows/guides-and-recipes/recipes/loop-over-a-csv) Parse a spreadsheet and do work for every row. #### [Branch on a Value](/platform/workflows/guides-and-recipes/recipes/branch-on-a-value) Take a different path based on a condition. #### [Call an API](/platform/workflows/guides-and-recipes/recipes/call-an-api) Send an HTTP request and use the response. #### [Reshape Data](/platform/workflows/guides-and-recipes/recipes/reshape-data) Transform a single value or reshape a whole list. #### [Extract Fields with AI](/platform/workflows/guides-and-recipes/recipes/extract-fields-with-ai) Pull structured fields out of an uploaded document. #### [Send a Slack Alert](/platform/workflows/guides-and-recipes/recipes/send-a-slack-alert) Post a message to a channel or a person in Slack. #### [Wait and Handle Failure](/platform/workflows/guides-and-recipes/recipes/wait-and-handle-failure) Pause a run and deal with a step that fails. #### [Fill and Deliver a PDF](/platform/workflows/guides-and-recipes/recipes/fill-and-deliver-a-pdf) Populate a PDF template and send it on. #### [Append to Google Sheets](/platform/workflows/guides-and-recipes/recipes/append-to-google-sheets) Log workflow results to a spreadsheet row by row. #### [Trigger from a Webhook](/platform/workflows/guides-and-recipes/recipes/trigger-from-a-webhook) Start a workflow when another system calls it. > Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance. ## Docs - [Welcome New Leads](https://docs.meetgail.com/platform/workflows/guides-and-recipes/guides/welcome-new-leads.md): Build a workflow that greets every new lead the moment they arrive and enrolls them in a nurture campaign. - [Process a Daily CSV](https://docs.meetgail.com/platform/workflows/guides-and-recipes/guides/process-a-daily-csv.md): Build a workflow that pulls a partner's daily lead file from SFTP every morning and adds each row as a contact. - [Call an API](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/call-an-api.md): Send an HTTP request to another service, authenticate with a secret, and use the response. - [Branch on a Value](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/branch-on-a-value.md): Evaluate a condition and send the run down a different path based on the result. - [Reshape Data](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/reshape-data.md): Transform a single value or object, or reshape every item in a list. - [Loop Over a CSV](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/loop-over-a-csv.md): Parse a spreadsheet file into rows and run steps for every row. - [Extract Fields with AI](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/extract-fields-with-ai.md): Pull structured fields out of an uploaded document, such as a policy PDF. - [Fill and Deliver a PDF](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/fill-and-deliver-a-pdf.md): Populate a PDF template with run data, then send or upload the finished file. - [Append to Google Sheets](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/append-to-google-sheets.md): Log workflow results to a Google Sheet, one row at a time. - [Send a Slack Alert](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/send-a-slack-alert.md): Post a message to a Slack channel or to a person when something happens in a run. - [Trigger from a Webhook](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/trigger-from-a-webhook.md): Configure the Start node as a webhook so another system can start your workflow, then test it. - [Wait and Handle Failure](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/wait-and-handle-failure.md): Pause a run for a set time, and decide what happens when a step fails.