Automatically score new leads and alert your team by email

New form submissions are scored by AI as cold, warm, or hot, then logged and emailed to your team.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead submits contact form"]:::trig s0["pull key lead details"]:::task s1["ai scores the lead"]:::task s2[("save score to database")]:::store s3["email team alert"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"+ log and notify team"}:::gate s1 --> gx p00["save score to database"]:::task gx -->|"log result"| p00 p10["email team notification"]:::task gx -->|"alert team"| p10 p00 --> s2 p10 --> s2 out[/"scored lead logged and flagged"/]:::out pay{{"call hot leads first"}}:::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 stepAn outside serviceA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationAPI & Webhook Integration
Connects
TallyNocoDBGroq

The problem it solves

Every new lead lands in your inbox looking the same, and you have to read through each one to figure out who's worth calling first. Hot prospects get lost in the pile next to people just kicking tires, and by the time you follow up, the moment's gone.

Who it fits

A sales team or small business that gets a steady stream of leads through a web form.

How it works

  1. A new lead submits your contact or intake form
  2. The system pulls out the key details from the response
  3. AI reviews the answers and scores the lead as cold, warm, or hot
  4. The score and reasoning are saved to your lead database
  5. Your team gets an email alert so they know who to follow up with first
What you get

Leads sorted by how hot they are before you dial

Every new lead arrives pre-scored as cold, warm, or hot so your team always knows who to call first.

What you get

A scored, categorized lead record and a team email notification.

What you need

A Tally or Typeform account, a NocoDB database, a Groq or OpenAI API key, and an SMTP email 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

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