Automatically capture, score, and route new leads from any source

Captures every new lead, uses AI to score and qualify it, then routes it to your CRM or email list and alerts your team.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead form or email arrives"]:::trig s0["extract lead details with AI"]:::task s1["score and sort lead"]:::task s2["alert team on Slack"]:::svc s3[("log lead to spreadsheet")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"× lead value high or low"}:::gate s1 --> gx p00["send to CRM"]:::task gx -->|"high-value lead"| p00 p10["add to nurture list"]:::task gx -->|"low-value lead"| p10 jn{"○ continue processing"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"qualified lead routed and logged"/]:::out pay{{"no lead slips through the cracks"}}:::pay s3 --> 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 onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingE-commerce & ProductMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
GmailOpenAIHubSpotMailchimpSlackGoogle Sheets

The problem it solves

Leads come in from your website, ads, or email, but by the time someone on your team gets to them, the moment has passed. You're manually copying details into a spreadsheet or CRM and deciding case by case who's worth following up with. Good leads slip through the cracks while your team is buried in busywork.

Who it fits

Marketing or sales teams that capture leads through web forms or email and need to follow up fast.

How it works

  1. A new lead arrives through a web form or email
  2. AI reads the submission and pulls out the name, company, and interest details
  3. The lead is scored and sorted into high-value or low-value
  4. High-value leads are sent to your CRM; others go onto an email nurture list
  5. Your team gets a Slack alert and the lead is logged to a spreadsheet
What you get

Leads routed to the right team

Every new lead gets scored and routed to the right place automatically, so your team follows up with the ones that matter most.

What you get

A qualified lead record in your CRM or email list, plus an instant team notification.

What you need

A CRM account (like HubSpot), an OpenAI API key, a Mailchimp account, and Slack.

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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