Turn new form leads into a personalized email and team task

When someone fills out your form, AI checks if they're new, sends a personal follow-up email, and creates a task for 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 submits form"]:::trig s0["check if contact exists"]:::task s1["send personalized follow-up email"]:::task s2(("create follow-up task")):::human trig --> s0 s1 --> s2 gx{"× new or existing contact"}:::gate s0 --> gx p00["add contact record"]:::task gx -->|"new lead"| p00 p01["wait briefly"]:::task p00 --> p01 p10["skip ahead"]:::task gx -->|"existing lead"| p10 jn{"○ continue to email"}:::gate p01 --> jn p10 --> jn jn --> s1 out[/"personalized email sent and task assigned"/]:::out pay{{"no lead falls through the cracks"}}:::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 stepA personOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingEmail AutomationSpreadsheet & Database OpsSurvey & FeedbackProject & Task ManagementHR & RecruitingReal Estate & Property
Connects
Google SheetsGmailOpenAIClickUp

The problem it solves

New leads come in through your forms, but following up quickly and consistently is hard when you're juggling everything else. Leads go cold, or someone on your team forgets to reach out at all.

Who it fits

Agencies, real estate teams, or sales-driven small businesses that capture leads through online forms.

How it works

  1. A new lead submits your form
  2. The system checks if the contact already exists in your records
  3. New contacts are added and a short wait is applied
  4. AI writes a personalized follow-up email and sends it
  5. A follow-up task is created for your team
What you get

New leads greeted before anyone forgets

New leads who fill out your form get a personal follow-up email right away, and your team gets a task so nothing falls through.

What you get

A personalized follow-up email sent to the lead and a task assigned to your team to continue the conversation.

What you need

A form tool, a Google Sheets account, a Gmail account, an OpenAI API key, and a ClickUp account.

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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