Qualify and route consulting leads with GPT‑4.1-mini, Slack and Google Sheets
Client Intake Form
Workflow Configuration
Normalize Intake Data
OpenAI Model - Lead Classifier
openai
Lead Classification Schema
noOp
AI Lead Classifier
openai
Filter Lead Quality
Route by Service Type
Notify Team - Consulting
slack
Notify Team - Accounting
slack
Notify Team - Fractional CFO
slack
Log Qualified Lead
googleSheets
OpenAI Model - Email Writer
openai
Generate Client Acknowledgment
openai
Send Acknowledgment Email
gmail
Check High Urgency
Executive Alert - High Urgency
slack
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