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Independent R&DAI Workflow Automation

AI Lead Capture Automation

From contact form to scored lead in Google Sheets — with a Slack ping for every hot prospect.

R&D Initiative
Internal Portfolio Automation
Industry
AI Automation & Sales Operations
Duration
Independent Build
Role
Automation Engineer

The Core R&D Challenge

Sales teams waste hours manually triaging inbound leads. Without an automated qualification layer, hot prospects sit in an inbox alongside low-intent enquiries, slowing response times and costing revenue.

This automation was built to eliminate manual lead triage entirely. When a visitor submits the contact form, the workflow runs immediately — scoring the lead with AI, logging it in a structured Google Sheet, and firing a Slack alert for hot leads before a human ever reads the email.

01
Manual Lead Triage Is Slow and Error-Prone

Sales teams reading every inbound message waste time on low-intent leads while missing urgent ones buried in the queue.

Delayed follow-up on high-value prospects
02
No Structured Lead Intelligence at Point of Entry

Without AI analysis at the moment of form submission, teams have no immediate signal about lead quality or urgency.

Generic response instead of priority handling
03
Disconnected Tooling Breaks the Response Loop

When CRM, Slack, and form tools are not connected, the process requires manual data entry across multiple systems.

Operational overhead and human error in logging

How It Was Built

Built as a single n8n workflow that triggers instantly on form submission, chains an AI scoring step, writes structured data to Google Sheets, and conditionally fires a Slack alert — zero human steps required.

01

Form Submission Trigger

Instant trigger on form submit

The workflow fires the moment a contact form is submitted on the portfolio website, capturing name, email, company, budget, and message.

02

AI Lead Scoring

AI: Hot / Warm / Cold + urgency

Lead data is passed to an AI model which returns a classification (Hot / Warm / Cold), urgency signals, and a one-line summary of intent.

03

Google Sheets Logging

Structured log to Google Sheets

The structured result — lead details plus AI scores — is appended as a new row in a connected Google Sheet for a persistent CRM record.

04

Conditional Slack Alert

Hot lead Slack notification

If the AI scores the lead as Hot, a formatted message is posted to the sales team Slack channel with lead details and urgency signals for immediate action.

The Outcome

A fully automated, zero-touch lead intelligence pipeline that transforms every contact form submission into a scored, logged, and (when needed) immediately escalated prospect — without any manual intervention.

What Was Built

4 modules
AI ScoringHot / Warm / Cold

AI Lead Intelligence Layer

Every submission is analyzed by an AI model that returns a Hot/Warm/Cold score, extracted urgency signals, and a plain-language intent summary — before any human sees the lead.

Automation SpeedReal-Time

Instant Webhook Trigger

The workflow fires within milliseconds of form submission. No polling, no delay — the pipeline is live the moment someone reaches out.

CRM LoggingGoogle Sheets

Structured Google Sheets CRM

Every lead — regardless of score — is appended to a connected Google Sheet with full detail and AI output for a persistent, searchable record.

Sales OpsSlack Alert

Conditional Hot Lead Escalation

When AI detects a hot lead, a formatted Slack message is posted to the sales channel immediately — enabling sub-minute response times for high-value prospects.

Interface Previews

3 screens
Main Operational Workspace

Main Operational Workspace

Real-time monitoring interface with active queue status.

Desktop
Analyst Inspection View

Analyst Inspection View

Desktop
Automation Pipeline

Automation Pipeline

Dashboard

Results

Eliminated manual lead triage — every form submission is scored automatically
AI classifies lead intent (Hot/Warm/Cold) plus urgency signals at point of entry
All leads logged to Google Sheets instantly with full detail and AI summary
Hot leads trigger a Slack ping to the sales team for sub-minute follow-up
Workflow runs 24/7 with zero human intervention required
Key Insight

Even a simple four-node workflow delivers significant business value when the right intelligence is injected at the right point. AI scoring at the moment of form submission fundamentally changes how a sales team operates — from reactive triage to proactive prioritization.

Technology

Automation Platform
n8n Workflow Engine
Webhook Trigger
Conditional Logic Branching
AI & Intelligence
LLM Lead Scoring
Urgency Signal Extraction
Intent Classification
Integrations
Google Sheets API
Slack Incoming Webhook
Portfolio Contact Form
Architecture

A linear n8n workflow: Webhook → AI Scoring Node → Google Sheets Append Node → Conditional Branch → Slack Post (if Hot). The entire chain runs server-side in n8n with no custom backend code — just configured nodes and a connected LLM.

What I Learned

Even a simple four-node workflow delivers significant business value when the right intelligence is injected at the right point. AI scoring at the moment of form submission fundamentally changes how a sales team operates — from reactive triage to proactive prioritization.

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