Automatically qualify leads and send AI-written proposals

Screens new leads from your website form and sends a tailored proposal to the ones worth pursuing.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"website form submitted"]:::trig s0["review lead submission"]:::task s1["filter qualified leads"]:::task s2["write tailored proposal"]:::task s3["email proposal to lead"]:::svc s4[("log lead and alert team")]:::store trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"× is lead qualified"}:::gate s1 --> gx p00["write proposal"]:::task gx -->|"qualified"| p00 p01["email prospect"]:::task p00 --> p01 p10["discard lead"]:::task gx -->|"unqualified"| p10 p01 --> s2 p10 --> s2 out[/"proposal sent to qualified lead"/]:::out pay{{"faster response to serious buyers"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & ProspectingEmail Automation
Connects
Google GeminiNotionTelegram

The problem it solves

Every new lead from your website needs to be screened, and sorting the serious buyers from the tire-kickers eats up time you could spend closing deals. Writing a custom proposal for each qualified lead takes hours, and by the time it goes out, momentum is lost. Keeping your records updated on top of all this often falls through the cracks.

Who it fits

Sales teams, agencies, and consultants who want to respond to qualified leads before the competition does.

How it works

  1. A new lead submits your website form
  2. AI reviews the details and filters out unqualified or low-budget prospects
  3. For qualified leads, AI writes a tailored proposal
  4. The proposal is emailed to the prospect automatically
  5. The lead and proposal details are logged in Notion, and your team gets a Telegram alert
What you get

Qualified leads sent a tailored proposal

You get a tailored proposal automatically written and sent to every lead who is worth pursuing, while your team is notified right away.

What you get

A qualified lead record in Notion, a personalized proposal sent by email, and an instant team alert.

What you need

A Google Gemini API key, a Notion account, a Telegram bot account, and an email sending account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook