Automate Lead Summaries & Smart Outreach in Sales

This template streamlines your sales process by using AI to summarize new leads and suggest follow-up steps. Plus, it drafts customized outreach emails and saves everything in your Notion workspace, so your sales team can engage quickly and efficiently.

Trigger Event: New Lead Captured

Whenever a new lead enters your CRM or sales platform, this automation kicks in. The trigger collects essential details like name, company, email, deal value, and more.

Actions

1. AI-Powered Lead Summary & Outreach (Anthropic Claude)

As soon as a new lead arrives, the AI analyzes these details to:

• Write a quick summary of the lead
• Suggest the top 2–3 next steps for your sales team
• Draft a professional and personalized email to contact the new lead This ensures nothing gets missed, and your outreach is effective and timely.

2. Save Insights to Notion

After the AI generates your summary, suggestions, and email draft, the automation automatically stores this information in your Notion workspace. Each lead gets its own entry, keeping your team up-to-date and organized.

Benefits

• Faster lead follow-ups: No more manual writing or next-step guessing
• Personalized and professional outreach every time
• All insights are saved in Notion for easy team access and tracking This template helps your sales team save time, stay organized, and close deals more efficiently.