Find local business leads and assign them to your team in Notion

New local business leads are found, checked for duplicates, and sent to your sales team to claim instantly.

How the work actually flows

It branches. Every path runs; the first to finish wins.

Pattern: Parallel Split (2) ยท Structured Discriminator (9)

flowchart TD trig(("user enters a search")):::human s0["pull business details"]:::svc s1[("check for duplicate leads")]:::store s2["ai writes opening line"]:::task s3["post lead to team chat"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 gx{"+ who claims the lead"}:::gate s3 --> gx p00["review lead in chat"]:::task gx -->|"salesperson sees lead"| p00 p10["review lead in chat"]:::task gx -->|"another salesperson sees lead"| p10 jn{"1st first claim wins"}:::gate p00 --> jn p10 --> jn jn --> out out[/"lead assigned to a salesperson"/]:::out pay{{"team claims fresh leads instantly"}}:::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
A stepAn outside serviceA personA record or sheetEvery pathFirst one winsResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineMessaging & NotificationsWeb Scraping & Data Collection
Connects
NotionTelegramOpenAIGoogle Maps

The problem it solves

Building a list of local businesses to contact takes hours of searching and copying data by hand, and it's easy to accidentally pitch the same business twice. Your team also needs a good opening line, which means reading through reviews one at a time.

Who it fits

A sales team doing local outreach or cold prospecting to small businesses.

How it works

  1. You enter a search like a business type and location
  2. The system pulls matching business details from Google Maps, including phone number and reviews
  3. It checks your Notion database so no duplicate leads get added
  4. AI reads the reviews and writes a personalized opening line for each lead
  5. New leads are posted to your team chat, and whoever claims one gets it assigned to them in Notion
What you get

New leads claimed by your team first

You get a steady stream of local business leads, complete with personalized opening lines, sent straight to your team to claim.

What you get

A steady list of qualified local leads in Notion, each with a ready-made opening line and an assigned salesperson.

What you need

A Notion account, a Telegram account, an OpenAI account, and a Google Maps data provider 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

Related automations

Back to the AI Playbook