Qualify and route new leads the moment they come in

Reads every new form submission, decides how promising the lead is, then creates a task and alerts your team right away.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new lead form submitted"]:::trig s0["qualify lead"]:::task s1["create trello task"]:::task trig --> s0 s0 --> s1 gx{"+ which channels to notify"}:::gate s1 --> gx p00["alert team in slack"]:::task gx -->|"slack path"| p00 p10["send gmail follow-up"]:::task gx -->|"email path"| p10 p00 --> out p10 --> out out[/"qualified lead with task and alert"/]:::out pay{{"faster lead follow-up conversion"}}:::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
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationMessaging & NotificationsSurvey & FeedbackProject & Task Management
Connects
OpenAITrelloSlackGmail

The problem it solves

Every minute you wait to follow up with a new lead is a minute they might go cold or reach out to a competitor instead. Manually reading through submissions and deciding who to prioritize slows your team down.

Who it fits

Sales teams and small businesses that rely on speed to convert inbound leads.

How it works

  1. A new form submission comes in
  2. The AI reads the details and qualifies the lead
  3. A follow-up task is created in Trello
  4. Your team is alerted in Slack and the lead gets a Gmail follow-up
What you get

Hot leads reached before they go cold

You get every new lead automatically qualified, assigned a follow-up task, and flagged to your team right when it arrives.

What you get

A qualified lead with a task in Trello and a notification to your sales team.

What you need

An OpenAI API key, plus Trello, Slack, and Gmail accounts.

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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