Automatically score and route inbound leads with AI

Scores every inbound lead with AI and instantly alerts your sales team in Slack when one is qualified.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"form submitted on website"]:::trig s0["enrich lead details"]:::task s1["score lead with ai"]:::svc s2[("log lead to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead qualified"}:::gate s2 --> gx p00["alert sales team in slack"]:::task gx -->|"qualified lead"| p00 p10["no alert sent"]:::task gx -->|"not qualified"| p10 p00 --> out p10 --> out out[/"qualified leads flagged instantly"/]:::out pay{{"faster follow-up on best leads"}}:::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 sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
OpenAISlackGoogle Sheets

The problem it solves

Inbound leads pile up in your form submissions, and manually reviewing each one to decide if it's worth a follow-up eats into your sales team's day. Good leads sit unanswered while someone gets around to checking the list, and there's no consistent way to score who's actually worth chasing.

Who it fits

Sales and RevOps teams, or solo founders, who need consistent lead qualification without a full paid sales platform.

How it works

  1. Starts when someone submits a form on your website
  2. Enriches the lead with company size, industry, and role details
  3. Scores the lead with AI against your ideal customer profile
  4. Alerts your sales team in Slack the moment a lead qualifies
  5. Logs every lead, qualified or not, to a Google Sheets record
What you get

Leads your team sees the moment they're worth calling

Your sales team gets an instant Slack alert the moment a new lead looks worth pursuing.

What you get

An instant Slack alert for qualified leads and a complete Google Sheets log of every inbound lead with its score.

What you need

An OpenAI API key, a Slack account, a Google Sheets account, and a lead enrichment API 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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