Score new leads with AI before they hit your pipeline

New form leads are automatically scored by AI, sorted hot to cold, and saved to Airtable with instant Slack alerts for hot ones.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"prospect submits intake form"]:::trig s0["score lead with AI"]:::task s1["label lead hot warm or cold"]:::task s2[("save lead to Airtable")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is the lead hot"}:::gate s2 --> gx p00["send Slack alert to sales"]:::task gx -->|"hot lead"| p00 p10["no alert sent"]:::task gx -->|"warm or cold lead"| p10 p00 --> out p10 --> out out[/"scored lead saved with hot alert"/]:::out pay{{"sales team prioritizes hot leads instantly"}}:::pay 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 stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
OpenAIAirtableSlack

The problem it solves

Every new inquiry looks the same at first glance, so your team wastes time chasing leads who were never going to buy while a hot prospect sits in the inbox unanswered. Following up late on a promising lead can cost you the deal.

Who it fits

A sales team, agency, or consultant who gets inbound inquiries and needs to know which ones to call first.

How it works

  1. A prospect submits your intake form
  2. AI scores the lead based on budget, timeline, and project fit
  3. The lead is labeled Hot, Warm, or Cold
  4. The lead and its score are saved to Airtable
  5. Hot leads trigger an instant Slack alert to your sales channel
What you get

Leads sorted hot to cold

You get every new lead automatically scored and sorted, with hot prospects flagged to your sales channel the moment they come in.

What you get

A scored, labeled lead record in Airtable, with a Slack alert for hot prospects.

What you need

An OpenAI API key, an Airtable account, and a Slack workspace.

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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