Turn social media DMs into tracked leads in Jira and Slack

New social media DMs are automatically summarized, filed as a task, and flagged to your team in Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new social media dm arrives"]:::trig s0["filter message for keywords"]:::task s1["summarize lead request"]:::task trig --> s0 s0 --> s1 gx{"+ where to send the lead"}:::gate s1 --> gx p00["create Jira task"]:::task gx -->|"log lead in jira"| p00 p10["post Slack summary"]:::task gx -->|"alert team in slack"| p10 p00 --> out p10 --> out out[/"lead tracked and team alerted"/]:::out pay{{"no leads lost in dms"}}:::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 stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingSocial Media ManagementEmail AutomationMessaging & NotificationsAPI & Webhook IntegrationProject & Task Management
Connects
JiraSlackOpenAI
Featured in

The problem it solves

Leads slip through the cracks when they message you on social media because those DMs aren't tracked anywhere and easily get buried. Your team ends up missing follow-ups or scrambling to find the original message later.

Who it fits

Marketing or sales teams who get inbound leads through social media direct messages.

How it works

  1. A new direct message arrives in your social inbox
  2. The system filters for messages containing sales-relevant keywords
  3. AI writes a short summary of what the person wants
  4. It creates a task in Jira with the lead's details and summary
  5. It posts a summary to Slack so the team sees it right away
What you get

Leads worth following up on that don't slip through DMs

New sales messages on social media get summarized and flagged to your team right away.

What you get

A new Jira task for the lead and a Slack notification your team can act on immediately.

What you need

A social inbox or messaging tool connected to Jira and Slack, plus an OpenAI account for summaries.

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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