Automatically score new leads and send the right follow-up email

On a schedule, AI reviews new leads from your database, alerts sales to the best ones, and nurtures the rest by email.

How the work actually flows

It branches. Exactly one path is taken; runs once per one per new lead.

Pattern: Multiple Instances with a priori Run-Time Knowledge (14) · Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig(["daily schedule checks database"]):::trigtime s0["check database for new leads"]:::task s1[["AI rates lead quality"]]:::mi s2[("update lead record")]:::store trig --> s0 s0 -->|"one per one per new lead"| s1 gx{"× lead quality high or low"}:::gate s1 --> gx p00["alert sales team"]:::task gx -->|"high quality"| p00 p10["send nurturing email"]:::task gx -->|"low quality"| p10 jn{"○ status updated"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"leads sorted and followed up"/]:::out pay{{"faster response to hot leads"}}:::pay s2 --> 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 stepRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingEmail AutomationSpreadsheet & Database Ops
Connects
OpenAIPostgreSQL
Featured in

The problem it solves

Not every lead deserves the same attention, but sorting the promising ones from the long shots takes time your sales team doesn't have. Meanwhile, lower-priority leads go cold because nobody gets around to following up.

Who it fits

Sales and marketing teams with a steady stream of leads who need to prioritize follow-up.

How it works

  1. A schedule checks the database for new leads
  2. AI reviews each lead and rates its quality
  3. High-quality leads trigger an alert email to the sales team
  4. Lower-quality leads receive an automated, AI-written nurturing email
  5. The database is updated to reflect each lead's status
What you get

Leads nurtured and prioritized for your team

New leads are automatically rated by quality, with your best prospects flagged for sales and the rest kept warm by email.

What you get

A sorted lead list with sales alerts for top leads and nurturing emails for the rest.

What you need

A database such as PostgreSQL and an OpenAI API key.

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

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