Route new client inquiries automatically to the right team member

Captures new client inquiries from every channel, screens them with AI, and routes them to your team instantly.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6) · Transient Trigger (23)

flowchart TD trig>"new inquiry arrives any channel"]:::trig s0["ai classifies inquiry type"]:::svc s1[("log inquiry to tracking sheet")]:::store s2["prepare summary for team"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"○ which channel to notify"}:::gate s2 --> gx p00["send slack notification"]:::task gx -->|"slack"| p00 p10["send email notification"]:::task gx -->|"email"| p10 p00 --> out p10 --> out out[/"inquiry logged and routed to right person"/]:::out pay{{"no lead sits unanswered"}}:::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 stepAn outside serviceA record or sheetAny that applyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
GmailGoogle SheetsSlack
Featured in

The problem it solves

New client inquiries come in through your website, email, and phone, and it is easy for one to sit unanswered while your team is buried in other work. Without a consistent process, some leads get a fast reply and others get forgotten, and you never really know which ones are worth chasing.

Who it fits

Professional services firms, like law, accounting, or consulting practices, that field client inquiries from multiple channels.

How it works

  1. A new inquiry arrives through your website form, email, or another channel
  2. An AI agent reviews the details and determines what kind of request it is
  3. The inquiry is logged to a shared Google Sheet for tracking
  4. Your team is notified in Slack or by email with a summary
  5. The right person can follow up without digging through inboxes
What you get

Inquiries routed to the right person fast

New client inquiries get sorted and sent straight to the right person on your team, wherever they came in.

What you get

A logged, screened client inquiry with a summary sent straight to the right team member.

What you need

A Google Workspace account and a Slack workspace.

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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