{
  "schema_version": 2,
  "meta": {
    "title": "Triagem de Leads — Qualificação e Atribuição",
    "description": "Qualifica leads por e-mail válido, pontuação ponderada e região; atribui vendedor responsável; dispara notificação por e-mail.",
    "source_type": "doc",
    "data_origin": "synthetic",
    "entity_schema": {
      "id": "integer",
      "email": "string",
      "name": "string",
      "company": "string",
      "region": "string",
      "industry": "string",
      "employee_count": "integer",
      "website": "string"
    },
    "generated_at": "2026-07-23T00:00:00Z"
  },
  "initial_dataset": {
    "count": 16,
    "sample": [
      {
        "id": 1001,
        "email": "joao.c",
        "name": "João Carvalho",
        "company": "TechStart SP",
        "region": "Sudeste",
        "industry": "Tech",
        "employee_count": 120,
        "website": "techstart.com.br"
      },
      {
        "id": 1002,
        "email": "ana@vedova.com.br",
        "name": "Ana Vedova",
        "company": "Data Analytics Br",
        "region": "Sudeste",
        "industry": "Tech",
        "employee_count": 450,
        "website": "dataanalytics.com.br"
      },
      {
        "id": 1003,
        "email": "carlos@fingroup.com.br",
        "name": "Carlos Figueiredo",
        "company": "FinGroup Investimentos",
        "region": "Sul",
        "industry": "Finance",
        "employee_count": 180,
        "website": "fingroup.com.br"
      },
      {
        "id": 1004,
        "email": "beatriz@cloudnative.io",
        "name": "Beatriz Almeida",
        "company": "CloudNative Sistemas",
        "region": "Nordeste",
        "industry": "Tech",
        "employee_count": 300,
        "website": "cloudnative.io"
      },
      {
        "id": 1005,
        "email": "rafael@lojasmax.com.br",
        "name": "Rafael Pinto",
        "company": "Lojas Max",
        "region": "Sudeste",
        "industry": "Retail",
        "employee_count": 250,
        "website": "lojasmax.com.br"
      },
      {
        "id": 1006,
        "email": "mariana@logicasul.com.br",
        "name": "Mariana Costa",
        "company": "Lógica Sul Soluções",
        "region": "Sul",
        "industry": "Tech",
        "employee_count": 320,
        "website": "logicasul.com.br"
      },
      {
        "id": 1007,
        "email": "contato",
        "name": "Pedro Souza",
        "company": "Norte Amaz Ltda",
        "region": "Norte",
        "industry": "Manufacturing",
        "employee_count": 600,
        "website": "norteamaz.com.br"
      },
      {
        "id": 1008,
        "email": "pedro@saude360.com.br",
        "name": "Pedro Henrique",
        "company": "Saúde 360",
        "region": "Nordeste",
        "industry": "Healthcare",
        "employee_count": 120,
        "website": "saude360.com.br"
      },
      {
        "id": 1009,
        "email": "luciana@metalforte.com.br",
        "name": "Luciana Barbosa",
        "company": "Metal Forte",
        "region": "Norte",
        "industry": "Manufacturing",
        "employee_count": 200,
        "website": "metalforte.com.br"
      },
      {
        "id": 1010,
        "email": "ricardo@finantech.com.br",
        "name": "Ricardo Martins",
        "company": "FinanTech Capital",
        "region": "Sudeste",
        "industry": "Finance",
        "employee_count": 400,
        "website": "finantech.com.br"
      },
      {
        "id": 1011,
        "email": "patricia@devstudio.io",
        "name": "Patrícia Ramos",
        "company": "DevStudio Sul",
        "region": "Sul",
        "industry": "Tech",
        "employee_count": 90,
        "website": "devstudio.io"
      },
      {
        "id": 1012,
        "email": "fernando@varejista.com.br",
        "name": "Fernando Leal",
        "company": "Varejista Express",
        "region": "Norte",
        "industry": "Retail",
        "employee_count": 50,
        "website": "varejista.com.br"
      },
      {
        "id": 1013,
        "email": "thais@centrotech.com.br",
        "name": "Thaís Melo",
        "company": "CentroTech Soluções",
        "region": "Sudeste",
        "industry": "Tech",
        "employee_count": 280,
        "website": "centrotech.com.br"
      },
      {
        "id": 1014,
        "email": "",
        "name": "Empresa Anônima",
        "company": "X Comércio",
        "region": "Nordeste",
        "industry": "Retail",
        "employee_count": 150,
        "website": ""
      },
      {
        "id": 1015,
        "email": "marcelo@capitalsul.com.br",
        "name": "Marcelo Viana",
        "company": "Capital Finance Sul",
        "region": "Sul",
        "industry": "Finance",
        "employee_count": 350,
        "website": "capitalsul.com.br"
      },
      {
        "id": 1016,
        "email": "julia@saudenordeste.com.br",
        "name": "Julia Fonseca",
        "company": "Saúde Nordeste",
        "region": "Nordeste",
        "industry": "Healthcare",
        "employee_count": 160,
        "website": "saudenordeste.com.br"
      }
    ],
    "note": "Synthetic dataset. 3 records intentionally have invalid emails to exercise step-1."
  },
  "steps": [
    {
      "step_type": "filter",
      "id": "step-1",
      "name": "Remover leads sem e-mail válido",
      "rule_text": "Descartar qualquer lead cujo campo email esteja vazio ou não contenha \"@\". Leads sem e-mail válido não podem ser contatados.",
      "condition_expr": "email != '' AND email.includes('@')",
      "input_count": 16,
      "output_count": 13,
      "passed_sample": [
        {
          "id": 1002,
          "email": "ana@vedova.com.br",
          "name": "Ana Vedova",
          "company": "Data Analytics Br",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 450,
          "website": "dataanalytics.com.br"
        },
        {
          "id": 1003,
          "email": "carlos@fingroup.com.br",
          "name": "Carlos Figueiredo",
          "company": "FinGroup Investimentos",
          "region": "Sul",
          "industry": "Finance",
          "employee_count": 180,
          "website": "fingroup.com.br"
        },
        {
          "id": 1004,
          "email": "beatriz@cloudnative.io",
          "name": "Beatriz Almeida",
          "company": "CloudNative Sistemas",
          "region": "Nordeste",
          "industry": "Tech",
          "employee_count": 300,
          "website": "cloudnative.io"
        },
        {
          "id": 1005,
          "email": "rafael@lojasmax.com.br",
          "name": "Rafael Pinto",
          "company": "Lojas Max",
          "region": "Sudeste",
          "industry": "Retail",
          "employee_count": 250,
          "website": "lojasmax.com.br"
        },
        {
          "id": 1006,
          "email": "mariana@logicasul.com.br",
          "name": "Mariana Costa",
          "company": "Lógica Sul Soluções",
          "region": "Sul",
          "industry": "Tech",
          "employee_count": 320,
          "website": "logicasul.com.br"
        },
        {
          "id": 1008,
          "email": "pedro@saude360.com.br",
          "name": "Pedro Henrique",
          "company": "Saúde 360",
          "region": "Nordeste",
          "industry": "Healthcare",
          "employee_count": 120,
          "website": "saude360.com.br"
        },
        {
          "id": 1009,
          "email": "luciana@metalforte.com.br",
          "name": "Luciana Barbosa",
          "company": "Metal Forte",
          "region": "Norte",
          "industry": "Manufacturing",
          "employee_count": 200,
          "website": "metalforte.com.br"
        },
        {
          "id": 1010,
          "email": "ricardo@finantech.com.br",
          "name": "Ricardo Martins",
          "company": "FinanTech Capital",
          "region": "Sudeste",
          "industry": "Finance",
          "employee_count": 400,
          "website": "finantech.com.br"
        },
        {
          "id": 1011,
          "email": "patricia@devstudio.io",
          "name": "Patrícia Ramos",
          "company": "DevStudio Sul",
          "region": "Sul",
          "industry": "Tech",
          "employee_count": 90,
          "website": "devstudio.io"
        },
        {
          "id": 1012,
          "email": "fernando@varejista.com.br",
          "name": "Fernando Leal",
          "company": "Varejista Express",
          "region": "Norte",
          "industry": "Retail",
          "employee_count": 50,
          "website": "varejista.com.br"
        },
        {
          "id": 1013,
          "email": "thais@centrotech.com.br",
          "name": "Thaís Melo",
          "company": "CentroTech Soluções",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 280,
          "website": "centrotech.com.br"
        },
        {
          "id": 1015,
          "email": "marcelo@capitalsul.com.br",
          "name": "Marcelo Viana",
          "company": "Capital Finance Sul",
          "region": "Sul",
          "industry": "Finance",
          "employee_count": 350,
          "website": "capitalsul.com.br"
        },
        {
          "id": 1016,
          "email": "julia@saudenordeste.com.br",
          "name": "Julia Fonseca",
          "company": "Saúde Nordeste",
          "region": "Nordeste",
          "industry": "Healthcare",
          "employee_count": 160,
          "website": "saudenordeste.com.br"
        }
      ],
      "rejected_sample": [
        {
          "record": {
            "id": 1001,
            "email": "joao.c",
            "name": "João Carvalho",
            "company": "TechStart SP",
            "region": "Sudeste",
            "industry": "Tech",
            "employee_count": 120,
            "website": "techstart.com.br"
          },
          "reason": "'joao.c' is not a valid email address (missing @)"
        },
        {
          "record": {
            "id": 1007,
            "email": "contato",
            "name": "Pedro Souza",
            "company": "Norte Amaz Ltda",
            "region": "Norte",
            "industry": "Manufacturing",
            "employee_count": 600,
            "website": "norteamaz.com.br"
          },
          "reason": "'contato' is not a valid email address (missing @)"
        },
        {
          "record": {
            "id": 1014,
            "email": "",
            "name": "Empresa Anônima",
            "company": "X Comércio",
            "region": "Nordeste",
            "industry": "Retail",
            "employee_count": 150,
            "website": ""
          },
          "reason": "email field is empty"
        }
      ]
    },
    {
      "step_type": "transform",
      "id": "step-2",
      "name": "Calcular lead_score",
      "rule_text": "Enriquecer cada lead com um score de qualificação: lead_score = industry_base + size_bonus + region_bonus. Nenhum lead é removido — todos recebem o campo lead_score.",
      "condition_expr": "lead_score = INDUSTRY_BASE[industry] + SIZE_BONUS(employee_count) + REGION_BONUS[region]",
      "input_count": 13,
      "output_count": 13,
      "output_sample": [
        {
          "id": 1002,
          "email": "ana@vedova.com.br",
          "name": "Ana Vedova",
          "company": "Data Analytics Br",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 450,
          "website": "dataanalytics.com.br",
          "lead_score": 83
        },
        {
          "id": 1003,
          "email": "carlos@fingroup.com.br",
          "name": "Carlos Figueiredo",
          "company": "FinGroup Investimentos",
          "region": "Sul",
          "industry": "Finance",
          "employee_count": 180,
          "website": "fingroup.com.br",
          "lead_score": 64
        },
        {
          "id": 1004,
          "email": "beatriz@cloudnative.io",
          "name": "Beatriz Almeida",
          "company": "CloudNative Sistemas",
          "region": "Nordeste",
          "industry": "Tech",
          "employee_count": 300,
          "website": "cloudnative.io",
          "lead_score": 79
        },
        {
          "id": 1005,
          "email": "rafael@lojasmax.com.br",
          "name": "Rafael Pinto",
          "company": "Lojas Max",
          "region": "Sudeste",
          "industry": "Retail",
          "employee_count": 250,
          "website": "lojasmax.com.br",
          "lead_score": 48
        },
        {
          "id": 1006,
          "email": "mariana@logicasul.com.br",
          "name": "Mariana Costa",
          "company": "Lógica Sul Soluções",
          "region": "Sul",
          "industry": "Tech",
          "employee_count": 320,
          "website": "logicasul.com.br",
          "lead_score": 81
        },
        {
          "id": 1008,
          "email": "pedro@saude360.com.br",
          "name": "Pedro Henrique",
          "company": "Saúde 360",
          "region": "Nordeste",
          "industry": "Healthcare",
          "employee_count": 120,
          "website": "saude360.com.br",
          "lead_score": 54
        },
        {
          "id": 1009,
          "email": "luciana@metalforte.com.br",
          "name": "Luciana Barbosa",
          "company": "Metal Forte",
          "region": "Norte",
          "industry": "Manufacturing",
          "employee_count": 200,
          "website": "metalforte.com.br",
          "lead_score": 35
        },
        {
          "id": 1010,
          "email": "ricardo@finantech.com.br",
          "name": "Ricardo Martins",
          "company": "FinanTech Capital",
          "region": "Sudeste",
          "industry": "Finance",
          "employee_count": 400,
          "website": "finantech.com.br",
          "lead_score": 76
        },
        {
          "id": 1011,
          "email": "patricia@devstudio.io",
          "name": "Patrícia Ramos",
          "company": "DevStudio Sul",
          "region": "Sul",
          "industry": "Tech",
          "employee_count": 90,
          "website": "devstudio.io",
          "lead_score": 61
        },
        {
          "id": 1012,
          "email": "fernando@varejista.com.br",
          "name": "Fernando Leal",
          "company": "Varejista Express",
          "region": "Norte",
          "industry": "Retail",
          "employee_count": 50,
          "website": "varejista.com.br",
          "lead_score": 31
        },
        {
          "id": 1013,
          "email": "thais@centrotech.com.br",
          "name": "Thaís Melo",
          "company": "CentroTech Soluções",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 280,
          "website": "centrotech.com.br",
          "lead_score": 73
        },
        {
          "id": 1015,
          "email": "marcelo@capitalsul.com.br",
          "name": "Marcelo Viana",
          "company": "Capital Finance Sul",
          "region": "Sul",
          "industry": "Finance",
          "employee_count": 350,
          "website": "capitalsul.com.br",
          "lead_score": 74
        },
        {
          "id": 1016,
          "email": "julia@saudenordeste.com.br",
          "name": "Julia Fonseca",
          "company": "Saúde Nordeste",
          "region": "Nordeste",
          "industry": "Healthcare",
          "employee_count": 160,
          "website": "saudenordeste.com.br",
          "lead_score": 54
        }
      ],
      "changes": [
        "lead_score added"
      ]
    },
    {
      "step_type": "filter",
      "id": "step-3",
      "name": "Filtrar por lead_score ≥ 70",
      "rule_text": "Manter apenas os leads com lead_score maior ou igual a 70. Abaixo desse limiar os leads são considerados não qualificados para abordagem direta.",
      "condition_expr": "lead_score >= 70",
      "input_count": 13,
      "output_count": 6,
      "passed_sample": [
        {
          "id": 1002,
          "email": "ana@vedova.com.br",
          "name": "Ana Vedova",
          "company": "Data Analytics Br",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 450,
          "website": "dataanalytics.com.br",
          "lead_score": 83
        },
        {
          "id": 1004,
          "email": "beatriz@cloudnative.io",
          "name": "Beatriz Almeida",
          "company": "CloudNative Sistemas",
          "region": "Nordeste",
          "industry": "Tech",
          "employee_count": 300,
          "website": "cloudnative.io",
          "lead_score": 79
        },
        {
          "id": 1006,
          "email": "mariana@logicasul.com.br",
          "name": "Mariana Costa",
          "company": "Lógica Sul Soluções",
          "region": "Sul",
          "industry": "Tech",
          "employee_count": 320,
          "website": "logicasul.com.br",
          "lead_score": 81
        },
        {
          "id": 1010,
          "email": "ricardo@finantech.com.br",
          "name": "Ricardo Martins",
          "company": "FinanTech Capital",
          "region": "Sudeste",
          "industry": "Finance",
          "employee_count": 400,
          "website": "finantech.com.br",
          "lead_score": 76
        },
        {
          "id": 1013,
          "email": "thais@centrotech.com.br",
          "name": "Thaís Melo",
          "company": "CentroTech Soluções",
          "region": "Sudeste",
          "industry": "Tech",
          "employee_count": 280,
          "website": "centrotech.com.br",
          "lead_score": 73
        },
        {
          "id": 1015,
          "email": "marcelo@capitalsul.com.br",
          "name": "Marcelo Viana",
          "company": "Capital Finance Sul",
          "region": "Sul",
          "industry": "Finance",
          "employee_count": 350,
          "website": "capitalsul.com.br",
          "lead_score": 74
        }
      ],
      "rejected_sample": [
        {
          "record": {
            "id": 1003,
            "email": "carlos@fingroup.com.br",
            "name": "Carlos Figueiredo",
            "company": "FinGroup Investimentos",
            "region": "Sul",
            "industry": "Finance",
            "employee_count": 180,
            "website": "fingroup.com.br",
            "lead_score": 64
          },
          "reason": "lead_score is 64, below threshold of 70"
        },
        {
          "record": {
            "id": 1005,
            "email": "rafael@lojasmax.com.br",
            "name": "Rafael Pinto",
            "company": "Lojas Max",
            "region": "Sudeste",
            "industry": "Retail",
            "employee_count": 250,
            "website": "lojasmax.com.br",
            "lead_score": 48
          },
          "reason": "lead_score is 48, below threshold of 70"
        },
        {
          "record": {
            "id": 1008,
            "email": "pedro@saude360.com.br",
            "name": "Pedro Henrique",
            "company": "Saúde 360",
            "region": "Nordeste",
            "industry": "Healthcare",
            "employee_count": 120,
            "website": "saude360.com.br",
            "lead_score": 54
          },
          "reason": "lead_score is 54, below threshold of 70"
        },
        {
          "record": {
            "id": 1009,
            "email": "luciana@metalforte.com.br",
            "name": "Luciana Barbosa",
            "company": "Metal Forte",
            "region": "Norte",
            "industry": "Manufacturing",
            "employee_count": 200,
            "website": "metalforte.com.br",
            "lead_score": 35
          },
          "reason": "lead_score is 35, below threshold of 70"
        },
        {
          "record": {
            "id": 1011,
            "email": "patricia@devstudio.io",
            "name": "Patrícia Ramos",
            "company": "DevStudio Sul",
            "region": "Sul",
            "industry": "Tech",
            "employee_count": 90,
            "website": "devstudio.io",
            "lead_score": 61
          },
          "reason": "lead_score is 61, below threshold of 70"
        },
        {
          "record": {
            "id": 1012,
            "email": "fernando@varejista.com.br",
            "name": "Fernando Leal",
            "company": "Varejista Express",
            "region": "Norte",
            "industry": "Retail",
            "employee_count": 50,
            "website": "varejista.com.br",
            "lead_score": 31
          },
          "reason": "lead_score is 31, below threshold of 70"
        },
        {
          "record": {
            "id": 1016,
            "email": "julia@saudenordeste.com.br",
            "name": "Julia Fonseca",
            "company": "Saúde Nordeste",
            "region": "Nordeste",
            "industry": "Healthcare",
            "employee_count": 160,
            "website": "saudenordeste.com.br",
            "lead_score": 54
          },
          "reason": "lead_score is 54, below threshold of 70"
        }
      ]
    },
    {
      "step_type": "group",
      "id": "step-4",
      "name": "Agrupar por região",
      "rule_text": "Consolidar os leads qualificados por região geográfica. A saída desta etapa não são leads individuais — são grupos, cada um representando uma região com seus leads agregados.",
      "condition_expr": "GROUP BY region",
      "group_by": "region",
      "output_unit": "groups by region",
      "input_count": 6,
      "output_count": 3,
      "output_sample": [
        {
          "region": "Sudeste",
          "lead_count": 3,
          "avg_score": 77.3,
          "lead_ids": [
            1002,
            1010,
            1013
          ]
        },
        {
          "region": "Nordeste",
          "lead_count": 1,
          "avg_score": 79,
          "lead_ids": [
            1004
          ]
        },
        {
          "region": "Sul",
          "lead_count": 2,
          "avg_score": 77.5,
          "lead_ids": [
            1006,
            1015
          ]
        }
      ]
    },
    {
      "step_type": "lookup",
      "id": "step-5",
      "name": "Atribuir vendedor responsável",
      "rule_text": "Associar cada grupo de região ao vendedor responsável, consultando a tabela de territórios de vendas. Nenhum grupo é descartado — todos recebem um vendedor.",
      "condition_expr": "JOIN território_vendas ON group.region = território_vendas.region",
      "lookup_source": "território_vendas — mapeamento de região geográfica para vendedor responsável de campo",
      "lookup_key": "region",
      "input_count": 3,
      "output_count": 3,
      "output_sample": [
        {
          "region": "Sudeste",
          "lead_count": 3,
          "avg_score": 77.3,
          "lead_ids": [
            1002,
            1010,
            1013
          ],
          "vendedor": "Ana Lima",
          "email_vendedor": "ana.lima@vendas.com"
        },
        {
          "region": "Nordeste",
          "lead_count": 1,
          "avg_score": 79,
          "lead_ids": [
            1004
          ],
          "vendedor": "Beatriz Souza",
          "email_vendedor": "beatriz.souza@vendas.com"
        },
        {
          "region": "Sul",
          "lead_count": 2,
          "avg_score": 77.5,
          "lead_ids": [
            1006,
            1015
          ],
          "vendedor": "Carlos Motta",
          "email_vendedor": "carlos.motta@vendas.com"
        }
      ],
      "changes": [
        "vendedor added",
        "email_vendedor added"
      ]
    },
    {
      "step_type": "action",
      "id": "step-6",
      "name": "Disparar notificação por e-mail",
      "rule_text": "Enviar um e-mail para cada vendedor com a lista de leads qualificados em sua região. Efeito colateral puro — não filtra nem transforma dados.",
      "trigger_count": 3,
      "effects": [
        {
          "type": "email",
          "description": "Notificação enviada para cada vendedor responsável com a lista de leads qualificados em sua região",
          "count": 3
        }
      ]
    }
  ],
  "final_result": {
    "result_from": "step-5",
    "count": 3,
    "sample": [
      {
        "region": "Sudeste",
        "lead_count": 3,
        "avg_score": 77.3,
        "lead_ids": [
          1002,
          1010,
          1013
        ],
        "vendedor": "Ana Lima",
        "email_vendedor": "ana.lima@vendas.com"
      },
      {
        "region": "Nordeste",
        "lead_count": 1,
        "avg_score": 79,
        "lead_ids": [
          1004
        ],
        "vendedor": "Beatriz Souza",
        "email_vendedor": "beatriz.souza@vendas.com"
      },
      {
        "region": "Sul",
        "lead_count": 2,
        "avg_score": 77.5,
        "lead_ids": [
          1006,
          1015
        ],
        "vendedor": "Carlos Motta",
        "email_vendedor": "carlos.motta@vendas.com"
      }
    ]
  }
}