Score and qualify new leads automatically in Google Sheets

Reads every new form submission, scores it against your criteria with AI, and updates your spreadsheet automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new lead row appears"\]:::trigdata s0["detect new lead row"]:::task s1["send lead details to AI"]:::svc s2["AI rates the lead"]:::svc s3[("write rating back to row")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"lead scored with reasoning in sheet"/]:::out pay{{"sales time spent on qualified leads"}}:::pay s3 --> 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 sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingSpreadsheet & Database Ops
Connects
Google SheetsOpenAI

The problem it solves

New leads come in through your form, but not every one is worth your time. You end up reading each submission yourself just to decide who's worth a follow-up call, which eats into time you could spend actually selling. You want the noise filtered out before it reaches your inbox.

Who it fits

Sales teams or business owners who collect leads through an online form and want to prioritize the good ones.

How it works

  1. A new lead submission appears in your spreadsheet
  2. Key details like name, email, and team size are sent to AI for evaluation
  3. AI rates the lead against your criteria and explains why
  4. The rating and explanation are written back into the same row
What you get

Leads ranked and explained before your team calls

Every new lead gets scored against your criteria with a clear explanation, so your team knows who to call first.

What you get

A spreadsheet where every lead already has a qualification rating and reasoning next to it.

What you need

A Google Workspace account and an OpenAI 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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