1.Detects matching lead emails
Integrate Gmail and email filters to detect new messages that match your lead intake search to route lead details.
Post researched incoming lead summary to Slack channel
Automatically monitor new email matching search lead emails across Gmail and research tools. Instantly post verified lead summaries when lead emails arrive, matching search criteria match, or company identifiers appear—so you can qualify leads faster, surface key bullets, and reduce manual review.
How this automation accelerates lead qualification
When a researched lead email arrives, delays can slow qualification and create back-and-forth review. This automation runs AI research and verifies registry results, then formats and posts a Slack summary—so your team can move fast.
Gmailor swap with your favorite app
2.Extracts research context
Integrate Anthropic (Claude) and AI research tools to generate a research prompt from the email subject and body to extract context.
Anthropic (Claude)or swap with your favorite app
3.Parses structured lead fields
Integrate ChatGPT (OpenAI) and text extraction tools to parse the AI output and output structured fields to capture lead identifiers.
ChatGPT (OpenAI)or swap with your favorite app
4.Looks up registry verification
Integrate Webhooks by Zapier and registry lookup services to query by company name or registration number to verify details.
Webhooks by Zapieror swap with your favorite app
5.Formats Slack-ready message
Integrate Anthropic (Claude) and message templating tools to combine extracted fields, registry results, and lead comments to build a Slack summary.
6.Posts to lead intake channel
Integrate Slack and channel routing tools to publish the formatted lead summary to your configured intake channel to notify reviewers.
Slackor swap with your favorite app
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