Score and route new leads automatically with AI, Sheets, and Slack

New form leads get scored hot, neutral, or cold by AI and sorted into Sheets, with a Slack alert for hot ones.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead submits form"]:::trig s0["extract lead details"]:::task s1["AI scores lead quality"]:::svc trig --> s0 s0 --> s1 gx{"× how hot is the lead"}:::gate s1 --> gx p00["save to hot tab"]:::task gx -->|"hot lead"| p00 p01["send Slack alert"]:::task p00 --> p01 p10["save to neutral tab"]:::task gx -->|"neutral lead"| p10 p20["save to cold tab"]:::task gx -->|"cold lead"| p20 p01 --> out p10 --> out p20 --> out out[/"leads sorted by likelihood to convert"/]:::out pay{{"sales chases hot leads first"}}:::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 stepAn outside serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsGoogle GeminiSlack

The problem it solves

New leads come in from your forms and you're manually deciding which ones to chase first, while others sit in your inbox getting cold. By the time you get around to sorting them, the hottest prospects may have already moved on.

Who it fits

Agencies, sales teams, or creators running paid ads or lead forms who need to triage leads quickly.

How it works

  1. A new lead fills out your form
  2. The system pulls out their name, email, phone, and message
  3. AI reads the message and scores the lead as hot, neutral, or cold
  4. The lead is saved to the matching tab in Google Sheets
  5. Hot leads trigger an instant Slack alert to your team
What you get

Hot leads flagged the moment they come in

New leads get scored hot, neutral, or cold automatically and sorted into your spreadsheet, with instant Slack alerts for the hot ones.

What you get

An organized lead list in Google Sheets, sorted by how likely they are to convert, plus instant alerts for hot leads.

What you need

A form tool connected by webhook, a Google Sheets account, a Google Gemini API key, and optionally 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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