Qualify and route new form leads automatically with AI

New form submissions are saved, scored by AI, and automatically routed to the right response or team alert.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Exclusive Choice (4) · Multi-Choice (6)

flowchart TD trig>"new form submission"]:::trig s0[("save lead to airtable")]:::store s1["classify and score lead"]:::task trig --> s0 s0 --> s1 gx{"○ is lead high priority"}:::gate s1 --> gx p00["send tailored email reply"]:::task gx -->|"every lead"| p00 p10["alert team on discord"]:::task gx -->|"high priority lead"| p10 p00 --> out p10 --> out out[/"leads routed with reply and alert"/]:::out pay{{"faster response to hot leads"}}:::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 sheetAny that applyResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingEmail AutomationSpreadsheet & Database Ops
Connects
TypeformAirtableOpenAIGmailDiscord

The problem it solves

Leads come in through your form at all hours, but sorting the hot ones from the tire-kickers takes time you don't always have. By the time someone reviews and responds, a promising lead may have already gone cold.

Who it fits

A sales or marketing team fielding inbound leads through a website form.

How it works

  1. A new form submission comes in
  2. The lead's information is cleaned up and saved to Airtable
  3. AI reads the message and assigns a category, score, and priority
  4. The lead is routed to the right response based on that classification
  5. A tailored email reply goes out, and high-priority leads trigger a Discord alert to your team
What you get

Leads scored and routed automatically

You get every new lead scored, categorized, and routed to the right response automatically, with high-priority leads flagged to your team in Discord.

What you get

A saved, categorized lead record plus an automatic reply and a team alert for high-priority leads.

What you need

An Airtable account, an OpenAI account, a Gmail account, and a Discord 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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