Automate AI Lead Scoring with Slack Alerts and Gmail Follow‑ups

Introduction

Turn raw sheet entries into prioritized leads without manual triage. An AI scores buying intent, then alerts your team or nurtures prospects automatically ✅

Trigger Event

A scheduled run (e.g., every Monday at 11:00 AM) pulls rows from a Google Sheets tab and processes each lead.

Actions

• The AI agent reviews each row’s key details (industry, company size, budget, requirement) and returns a Score plus a Category: Hot / Warm / Cold.
• If Hot (>75): ➜ Send an immediate Slack alert to your sales channel with key lead details and the AI’s score. ➜ Email the team to jump on a same‑day call and update the CRM.
• If Warm (40–75): ➜ Notify a team channel in Slack so the lead stays visible. ➜ Email the prospect a friendly thank‑you and offer to schedule a call. ➜ Wait 48 hours, then send a polite follow‑up email.
• If Cold (<40): ➜ Post a low‑priority note in Slack for awareness. ➜ Send a light‑touch nurture email or internal note to review later.

Benefits

• ✔️ Always-on prioritization: AI scores and categorizes leads automatically
• ✔️ Faster response for Hot leads: instant Slack alerts and action prompts
• ✔️ Consistent follow‑ups: time-spaced emails for Warm prospects
• ✔️ Less manual triage: saves hours each week and reduces routing errors
• ✔️ Simple to adapt: swap channels, tweak thresholds, or change email copy as needed