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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Route client onboarding and approvals with OpenAI, Gmail and Google Sheets

Validates client intake webhooks, analyses them with OpenAI, sends risky cases to human approval by Gmail, and logs every step to Google Sheets. Also runs a daily control sweep.

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What it does

## Client Onboarding & Delivery Control Tower Reusable paid-template architecture for agencies and service teams. Configure OpenAI, Gmail, approval recipients, the audit sheet and the provisioning adapter before activation. Entry points: intake webhook, approval webhook and daily control sweep. Principles: validate early, structured AI analysis, human approval for risk, duplicate prevention and auditability.

The steps

  1. 01 — Client Intake Webhook
  2. 02 — Normalize and Validate Intake
  3. 03 — AI Scope and Risk Analysis
  4. 04 — High Risk or Approval Required?
  5. 05A — Build Project Provisioning Plan
  6. 07 — Append Audit Record
  7. 05B — Send Human Approval Request
  8. 01B — Approval Decision Webhook
  9. 02B — Normalize Approval Decision
  10. 04C — Notify Rejection and Pause Delivery
  11. 01C — Daily Control-Tower Sweep
  12. 06 — Find Stale Approvals and Blocked Projects
  13. 03A — OpenAI Scope Review Model
  14. 03B — Approved?

15 steps in total.

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