1.Catches hook ratepayer payload
Integrate Webhooks by Zapier, payload mapping tools, and data validation tools to extract the ratepayer list and set up evaluation inputs.
Create prospect evaluation rows and mark prospect suitability
Automatically catch incoming ratepayer list payloads across Webhooks by Zapier and Google Sheets. Create and update suitability rows when ratepayer list arrives, duplicates need checking, or eligibility criteria matchβso you can evaluate prospects, de-duplicate records, and persist decisions without manual lead review.
How this automation creates qualification-ready evaluation rows
When a raw ratepayer list payload hits your webhook, delays can slow qualification and sales outreach. This automation extracts and de-duplicates entries, evaluates suitability with ChatGPT (OpenAI), and writes results into Google Sheetsβso your team can act on accurate leads quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds matching worksheet rows
Integrate Google Sheets and data de-duplication tools to look up existing records and prevent duplicate evaluation entries.
Google Sheetsor swap with your favorite app
3.Evaluates suitability for each ratepayer
Integrate ChatGPT (OpenAI) and eligibility rules to request structured Yes or No suitability while enforcing exclusion criteria.
ChatGPT (OpenAI)or swap with your favorite app
4.Converts AI output into line items
Integrate Formatter by Zapier and text parsing tools to transform the model response into row-ready line items.
Formatter by Zapieror swap with your favorite app
5.Creates spreadsheet evaluation rows
Integrate Google Sheets and spreadsheet automation tools to append suitability results with flags, batch id, and timestamps.
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