Score new trial sign-ups and alert sales in Slack

Automatically checks new sign-ups, scores the company, and sends qualified leads straight to sales.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new trial sign up"]:::trig s0["filter out invalid emails"]:::task s1["enrich company and linkedin data"]:::svc s2["score the lead"]:::task s3["send lead summary to slack"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 gx{"× is the lead qualified"}:::gate s3 --> gx p00["add to outreach campaign"]:::task gx -->|"qualified lead"| p00 p10["no further action"]:::task gx -->|"not qualified"| p10 p00 --> out p10 --> out out[/"qualified leads routed to sales"/]:::out pay{{"sales focuses only on real prospects"}}:::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 serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingMessaging & NotificationsWeb Scraping & Data Collection
Connects
SlackOpenAIInstantly

The problem it solves

Every new trial sign-up looks the same until someone digs into the company by hand, and that research eats into selling time. Personal emails, dead websites, and long shots get mixed in with real opportunities, so your team wastes time chasing leads that will never buy.

Who it fits

A B2B sales or growth team fielding free-trial sign-ups.

How it works

  1. A new sign-up triggers the automation
  2. Personal, disposable, and student emails are filtered out
  3. The company website and LinkedIn page are checked and enriched with size, industry, and location
  4. The lead is scored and a summary is sent to the sales team in Slack
  5. Qualified leads are added to the right outreach campaign automatically
What you get

Sign-ups scored before sales even looks

You get new trial sign-ups enriched, scored, and sent to your sales team in Slack the moment they join.

What you get

A scored, enriched lead alert in Slack and a new contact added to the sales outreach campaign.

What you need

Web scraping and enrichment tools, an OpenAI account, a Slack workspace, and an email outreach platform.

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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