Capture, score, and follow up on leads from every channel

Every new lead from email, web, or messaging gets scored by AI and automatically routed to the right next step.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead arrives via any channel"]:::trig s0["analyze lead intent and sentiment"]:::svc s1["score and match lead"]:::svc s2[("log lead and report weekly")]:::store trig --> s0 s0 --> s1 gx{"× is lead hot"}:::gate s1 --> gx p00["send slack alert"]:::task gx -->|"hot lead"| p00 p10["send nurture email"]:::task gx -->|"other lead"| p10 jn{"○ log lead activity"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"lead logged and routed"/]:::out pay{{"no lead falls through 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 itAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
GmailGoogle SheetsSlackOpenAI
Featured in

The problem it solves

Leads land in your inbox, web forms, and messaging apps all day, and sorting out who's worth calling right now versus who needs nurturing takes constant attention. Good leads slip through the cracks while your team is busy elsewhere, and weekly reporting on where things stand takes hours to pull together.

Who it fits

B2B startups, agencies, and SaaS companies handling leads from multiple channels.

How it works

  1. A new lead arrives by email, web form, or message
  2. AI reads the message for sentiment, urgency, and intent
  3. The lead is scored and matched to the right next action
  4. Hot leads trigger a Slack alert, others get a personalized nurture email
  5. Every lead and interaction is logged, with a weekly summary report generated automatically
What you get

Leads scored and nurtured automatically

Score every new lead from email, web, or chat with AI and route it to the right next step.

What you get

A scored, logged lead record, an automatic reply or Slack alert, and a weekly pipeline report.

What you need

A Gmail account, a Slack workspace, a Google Sheets database, and an OpenAI 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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