Automatically capture, classify, and schedule HVAC leads

Classifies incoming HVAC leads with AI, notifies your team, confirms with the customer, and books the appointment.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"lead form submitted"]:::trig s0["classify lead type"]:::task s1[("log and route lead")]:::store s2["notify team and confirm customer"]:::task s3["schedule appointment"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"× type of service needed"}:::gate s0 --> gx p00["route to install team"]:::task gx -->|"installation"| p00 p10["route to repair team"]:::task gx -->|"repair"| p10 jn{"○ continue processing"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"lead logged with appointment booked"/]:::out pay{{"faster response wins more jobs"}}:::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 stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsSurvey & FeedbackScheduling & Calendar
Connects
OpenAIGoogle SheetsSlackGoogle CalendarGmail

The problem it solves

Every missed call or unanswered form is a job that goes to a competitor. Your team is busy on service calls and can't always jump on a new lead fast enough to book it before they lose interest.

Who it fits

Door-to-door and residential HVAC companies that capture leads through online forms.

How it works

  1. A new lead comes in through a form submission
  2. AI reads the request and classifies the type of service needed
  3. The lead is logged in Google Sheets and routed to the right team
  4. Your team is notified in Slack and the customer gets a confirmation email
  5. An appointment is scheduled on the calendar, with an optional text reminder
What you get

Service calls booked straight onto your calendar

Every incoming HVAC request gets classified, logged, and routed to your team, with the customer confirmed and the appointment placed directly on your calendar.

What you get

A logged, classified lead with a booked appointment and confirmation sent to the customer.

What you need

A Google Workspace account, a Slack workspace, an OpenAI API key, and an SMS provider.

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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