Score new leads with AI and alert sales to the best ones

Scores every new Airtable lead with AI and pings your sales team in Slack when one looks promising.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new lead added"]:::trig s0["score lead with ai"]:::task s1[("write score to record")]:::store s2["alert sales team"]:::svc trig --> s0 s0 --> s1 gx{"× is score high enough"}:::gate s1 --> gx p00["send slack alert"]:::task gx -->|"top score"| p00 p10["no alert sent"]:::task gx -->|"lower score"| p10 p00 --> s2 p10 --> s2 out[/"scored leads with sales alerts"/]:::out pay{{"sales focuses on best 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 stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database Ops
Connects
AirtableOpenAISlack

The problem it solves

New leads come in but not all of them are worth chasing right away. Without a quick way to tell hot leads from tire-kickers, your sales team wastes time on low-quality leads while good ones wait too long for a response.

Who it fits

Sales teams collecting leads through an Airtable-based form or CRM.

How it works

  1. A new lead is added to Airtable
  2. AI reads the lead's message and scores it as A, B, or C based on intent and budget signals
  3. The score is written back onto the lead's Airtable record
  4. Sales gets a Slack alert only for the highest-scoring leads
What you get

Hot leads flagged before you go looking for them

Your sales team gets a Slack ping the moment a lead worth chasing lands in Airtable.

What you get

A scored Airtable record for every lead and instant Slack alerts for the best ones.

What you need

An Airtable account, an OpenAI API key, 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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