how it works
A lead fills out your form or sends an email. A workflow extracts the fields and sends them to an AI model. The AI classifies the need, scores fit, and drafts a reply. The result is written to your CRM or Sheet. Your team gets an alert. Nothing is sent to the lead without human approval.
stack
| tool | best for |
|---|
| Zapier | Simple app connections, fastest setup |
| Make | Visual branching workflows, good cost/complexity balance |
| n8n | Custom logic, self-hosting, advanced AI workflows |
what gets captured
| field | example |
|---|
| need summary | Wants lead qualification and CRM updates automated |
| lead type | lead_response / crm_automation / onboarding |
| fit score | 0–100 |
| next action | Ask which CRM/tools they use |
| draft reply | Short email for human review |
what is NOT automated
- Sending replies to leads — draft only, human approves
- Signing contracts
- Legal or tax claims
- Accessing sensitive data without review