Score and route new leads automatically with AI

New leads from your form are scored by AI, and the hot ones get sent straight to your sales team in Slack.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6)

flowchart TD trig>"new form submission received"]:::trig s0["enrich lead information"]:::svc s1["score lead with ai"]:::svc trig --> s0 s0 --> s1 gx{"○ is lead hot"}:::gate s1 --> gx p00["alert sales team"]:::task gx -->|"hot lead"| p00 p10["log score and email summary"]:::task gx -->|"every lead"| p10 p00 --> out p10 --> out out[/"hot leads flagged instantly"/]:::out pay{{"faster response to best 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 itAn outside serviceAny that applyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsSurvey & Feedback
Connects
Google GeminiGoogle SheetsSlackGmail

The problem it solves

Leads come in through your website form at all hours, but nobody scores or prioritizes them until someone gets around to it. By the time a hot lead gets attention, they've already talked to a competitor or lost interest.

Who it fits

B2B sales teams that want new leads qualified and routed the moment they come in.

How it works

  1. A new form submission captures the lead's details
  2. The system enriches the lead with additional company information
  3. AI scores the lead based on intent and fit
  4. Hot leads trigger an instant alert to the sales team in Slack
  5. Every lead and its score is logged in Google Sheets, with a summary emailed out
What you get

Hot leads reaching sales instantly

Score every new lead with AI and send the hot ones straight to your sales team in Slack.

What you get

A scored, logged lead record and a Slack alert for any lead worth calling right away.

What you need

A Google account, a Slack workspace, a Gmail account, and a Google Gemini API key.

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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