Turn social media inquiries into tracked leads automatically

New leads from social media get AI-summarized, logged in Sheets, turned into a Jira task, and posted to Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead message received"]:::trig s0["filter relevant messages"]:::task s1["classify and summarize lead"]:::svc trig --> s0 s0 --> s1 gx{"+ where lead gets routed"}:::gate s1 --> gx p00["add row in sheets"]:::task gx -->|"log lead"| p00 p10["open jira task"]:::task gx -->|"create task"| p10 p20["post slack notification"]:::task gx -->|"notify team"| p20 p00 --> out p10 --> out p20 --> out out[/"lead logged tracked and assigned"/]:::out pay{{"faster follow up on 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
Social Media ManagementMessaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsAPI & Webhook IntegrationProject & Task Management
Connects
OpenAIGoogle SheetsJiraSlack

The problem it solves

Leads from social media and web forms come in scattered across channels, and sorting the real inquiries from noise takes time you don't have. By the time someone gets around to logging and assigning a lead, it may already be cold.

Who it fits

Marketing and sales teams handling inbound leads from social media and web forms.

How it works

  1. A new message arrives from social media, LinkedIn, or a web form
  2. The system filters out messages that aren't relevant marketing inquiries
  3. AI classifies the lead and writes a short summary
  4. The lead is logged in Google Sheets and a Jira task is created
  5. The team gets a Slack notification, plus a weekly summary report
What you get

Leads captured and organized the moment they arrive

Every inbound social media lead gets summarized, logged, and turned into a tracked task for your team.

What you get

A logged, categorized lead with a Jira task and Slack notification ready for follow-up.

What you need

An OpenAI API key, Google Sheets, a Jira project, and a Slack workspace.

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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