1.Monitor new form submissions
Integrate Webflow, inbound form tools, and lead capture to detect new screening submissions.
Add form submissions to screening sheet with AI score
Automatically monitor new form submissions across Webflow and Google Sheets. Create and update when website applications include a website, deck link, or financial notes—so you can generate AI fit scores, update intake rows, and send templated rejections without manual screening.
How this automation speeds up lead triage
When new form submissions hit the intake flow, delays can slow downstream decisions and stall associate triage. This automation creates intake rows, generates AI fit scores and rationales, and updates sheets and sends templated rejections—so your team can act faster.
Webflowor swap with your favorite app
2.Creates intake worksheet row
Integrate Google Sheets, spreadsheet workflows, and data mapping to create a new intake row for each submission.
Google Sheetsor swap with your favorite app
3.Generates AI fit score
Integrate ChatGPT (OpenAI), AI prompting, and scoring templates to generate a 0–5 score and rationale.
ChatGPT (OpenAI)or swap with your favorite app
4.Updates row with AI output
Integrate Google Sheets, spreadsheet workflows, and response parsing to update score and notes columns.
5.Sends templated rejection email
Integrate Gmail, email templating, and contact filtering to send an out of scope rejection reply.
Gmailor swap with your favorite app
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Prioritize high-intent leads with automated score updates, qualification rules, and rep alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Allen Lai, Head of Customer Experience
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