Automatically analyze new leads and route them to the right person

New leads from your CRM are read by AI, matched to the right contact, and a notification email is sent automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new inquiry captured"]:::trig s0["extract lead details"]:::task s1["evaluate if lead is relevant"]:::task trig --> s0 s0 --> s1 gx{"× is lead relevant"}:::gate s1 --> gx p00["look up matching contact"]:::task gx -->|"real lead"| p00 p01["send notification email"]:::task p00 --> p01 p10["no action taken"]:::task gx -->|"not relevant"| p10 p01 --> out p10 --> out out[/"notification sent to right person"/]:::out pay{{"routes leads without manual triage"}}:::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 stepOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
ERPNextGoogle SheetsMicrosoft OutlookOpenAI

The problem it solves

Every new inquiry that comes in has to be read, understood, and routed to the right person, which eats into your day and leaves leads sitting untouched. Some of what lands in your pipeline isn't even a real prospect, and sorting the signal from the noise takes real time.

Who it fits

A sales or operations team fielding a steady stream of inbound inquiries through their CRM.

How it works

  1. A new lead or inquiry is captured in ERPNext
  2. AI reads the notes and pulls out the customer name, company, and what they need
  3. AI decides whether the inquiry is a real, relevant lead
  4. The matching contact is looked up in Google Sheets
  5. A formatted email notification is sent to the right person with the details and next steps
What you get

Leads landing with the right person

You get every new lead automatically matched to the right person on your team, with the details already in their inbox.

What you get

A professionally formatted email notification sent to the right team member with the lead details and recommended next step.

What you need

An ERPNext account, a Google Sheets account, a Microsoft Outlook 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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