AI automation case study
Lead intake workflow for small teams
A same-day automation slice that turns messy form submissions into a clean lead summary, owner routing note, risk flag, and reply draft.
Problem
Fast follow-up breaks when leads arrive messy
Many founders collect leads from forms, email, WhatsApp, or DMs, then lose time rewriting the same internal summary and first response. This demo shows a narrow automation that normalizes the request, adds a recommended offer, and produces a reply draft.
- Input: name, email, project type, rough client message.
- Processing: classify request, detect urgency, flag missing information.
- Output: owner summary, recommended fixed-scope offer, reply draft.
- Handover: workflow JSON, test matrix, and guardrail notes.
Deliverable
Small enough to ship in 24-48 hours
n8n-style workflow JSON
Browser demo
Reply template
Test checklist