Email Automation
Qualify website leads with OpenAI and log replies in Gmail and Sheets
When an API call/webhook arrives, it handles email with OpenAI / ChatGPT using Gmail, Google Sheets, Slack.
What it does
## Qualify website leads with AI and save reply drafts Every form lead is screened, scored by AI, logged in Google Sheets and answered with a Gmail draft you review. A weekday check drafts a Day 2 follow-up only for leads who never replied. Nothing is ever sent for you. ### How it works 1. A form posts to the webhook. The lead is cleaned and screened for spam, bots and prompt injection. 2. The lead log is checked so the same person is never answered twice. 3. AI returns a fit score, intent, budget, timeline, urgency and missing info. Fixed rules pick the tier. 4. Hot and warm leads get a personal reply draft. Poor fits get a kind decline draft. Spam is only logged. 5. A promise guard swaps prices, discounts and guarantees for [CONFIRM] tags. 6. Every lead is logged. Hot leads and leads needing a human can alert Slack. 7. Weekdays at 9 AM, leads you answered without a reply get a follow-up draft in the same thread. ### Setup 1. Connect Gmail, Google Sheets, OpenAI and (optional) Slack credentials. 2. Create a Google Sheet with a tab named Leads and paste its URL in Configure your settings. 3. Fill in your business details, ideal client and booking link. 4. Click Test workflow to run a sample lead, then point your form at the webhook URL. ### Customization Change the score thresholds, follow-up delay and model, or swap the webhook for a Form trigger. Made by AI Agent Starter Kit
The steps
- Receive a new form lead
- Test with a sample lead
- Create a sample lead
- Check for follow-ups on weekday mornings
- Configure your settings
- Is this the follow-up run?
- Normalize and screen the lead
- Route by screening result
- Look up this email in the lead log
- Check for a repeat lead
- Is it a repeat lead?
- Qualify the lead with AI
- OpenAI model for qualifying
- Qualification fields
38 steps in total.
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