Score and route every inbound lead automatically with AI

New leads are scored by AI, routed to sales or nurture, and your team is notified within seconds.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new lead submitted"]:::trig s0["review lead details"]:::svc s1["assign score and reasoning"]:::svc s2["log lead and send follow-up"]:::task trig --> s0 s0 --> s1 gx{"× is lead score high"}:::gate s1 --> gx p00["alert sales in slack"]:::task gx -->|"hot lead"| p00 p10["other leads"]:::task gx -->|"other leads"| p10 jn{"○ continue processing"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"leads scored routed and logged"/]:::out pay{{"faster follow-up on hot prospects"}}:::pay s2 --> 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 serviceOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
SlackAirtableOpenAIGmail

The problem it solves

Not every lead deserves the same amount of attention right away, but figuring out which ones are worth a same-day call takes manual review. By the time you get to a hot lead, they may have already gone with a competitor.

Who it fits

A sales team that receives leads from multiple sources and needs to prioritize follow-up quickly.

How it works

  1. A new lead arrives from a form, landing page, or other source
  2. AI reviews the lead's budget, timeline, and message for fit
  3. It assigns a score along with reasoning, strengths, and concerns
  4. High-scoring leads trigger an instant Slack alert to sales
  5. Every lead gets a personalized follow-up email and is logged in Airtable
What you get

Leads your team knows how to prioritize

Every inbound lead is scored with clear reasoning and routed to the right person within seconds.

What you get

A scored, routed lead with a Slack alert for hot prospects and a record saved in Airtable.

What you need

A Slack workspace, an Airtable account, an email account, 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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