Research and score new leads automatically the moment they sign up

When someone fills out your form, the system researches their company and alerts your team on Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead submits contact form"]:::trig s0["scan leads website"]:::svc s1["ai writes company summary"]:::task trig --> s0 s0 --> s1 gx{"+ where to send summary"}:::gate s1 --> gx p00["log lead in airtable"]:::task gx -->|"save record"| p00 p10["send slack notification"]:::task gx -->|"alert team"| p10 p00 --> out p10 --> out out[/"lead logged and team alerted"/]:::out pay{{"instant context on new 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 serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database OpsWeb Scraping & Data CollectionSurvey & Feedback
Connects
AirtableSlackOpenAI

The problem it solves

Every new lead means stopping what you're doing to look up their company, figure out what they do, and decide if they're worth pursuing. That manual research eats into time you could spend actually talking to prospects.

Who it fits

A sales or business development team that wants instant context on every inbound lead.

How it works

  1. A lead submits their name, email, and website through a form
  2. Their website is automatically scanned for company information
  3. AI reviews the content and writes a short summary of the business
  4. The lead and summary are logged in Airtable
  5. Your team gets an instant Slack notification with the details
What you get

Leads your team understands before the first call

The moment someone signs up, your team gets a company summary and instant Slack alert.

What you get

An enriched lead record in Airtable and a Slack alert with an AI-written company summary.

What you need

An Airtable account, a Slack workspace, and an OpenAI API key.

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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