Let AI research leads, draft replies, and update your CRM

Researches new leads, drafts personalized email replies, and keeps your CRM notes updated, with your approval before anything sends.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"new lead or crm update"]:::trig s0["research lead online"]:::svc s1["draft reply and update crm"]:::task s2["send approved reply"]:::task trig --> s0 s0 --> s1 hg(("human approves reply")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 out[/"personalized reply sent"/]:::out pay{{"consistent followup without manual work"}}:::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 serviceA personResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsResearch & Market Intelligence
Connects
AirtableGmailOpenAIGoogle Docs

The problem it solves

New leads land in your inbox at all hours, but researching each one and writing a thoughtful, personalized reply takes real time you don't always have. CRM notes fall out of date because updating them after every email is easy to skip.

Who it fits

Sales teams and small business owners who want AI help managing leads without losing the personal touch.

How it works

  1. A new lead email or an updated status in your CRM triggers the workflow
  2. The system researches the lead on the web and pulls in relevant background
  3. An AI drafts a personalized reply and updates the CRM notes
  4. The draft waits for your approval before it goes out
  5. Once approved, the reply is sent and the CRM record stays current
What you get

Lead replies ready for your final approval

Get lead research, a drafted reply, and updated CRM notes ready for your approval before anything sends.

What you get

A researched, personalized email reply and an up-to-date CRM record for every lead.

What you need

An Airtable account, a Gmail account, an OpenAI API key, and a Google Docs account for templates.

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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