AI Lead Triage
Turn messy inbound into approved next actions.
We build a human-approved lead triage workflow that reads inbound requests, extracts fit and urgency, drafts the reply, and routes it to your CRM.
What you get: a fixed-scope workflow recommendation, plus a clear yes/no on whether it is ready to automate.
Messy inbound
"Hey team, we need a custom plan for 50 seats by Friday. Also, does it support HIPAA compliance?"
"Hey! Looking for pricing but your site is confusing. I want to route leads to HubSpot."
AI triage engine
Human-approved action
"Hi there, absolutely. We support HIPAA compliance and custom B2B plans for 50+ seats."
Your team is paid for judgment. But they lose hours to manual triage. Here is what that costs:
- The same email gets read three times by three people because there is no automated triage.
- Half the meeting is spent replaying context that an AI workflow should have pre-drafted.
- Your best person is stuck routing messages instead of using their human judgment.
What if that handoff ran on an AI lead triage workflow?
Not a chatbot. Not a CRM replacement. A scoped AI workflow that reads the mess, finds the signal, drafts the next step, and waits for your approval before sending anything.
Messy Input
The raw work stuck in your inbox: emails, transcripts, support tickets, briefs, or spreadsheet dumps.
AI Lead Triage
An intelligent workflow that reads the unstructured input, extracts what matters, and routes it to the right place.
Structured Output
We shape the output to match what keeps work moving: a drafted response, an assigned owner, or a clean CRM update.
Plugs in where your team already works.
No new software to learn. Your lead triage workflow connects to the inboxes, spreadsheets, and Slack channels your team already lives in.
Inputs
- Forms
- Tickets
- Call notes
AI Work
- Extract fit/need
- Score urgency
- Draft next step
- Route details
Destinations
- CRM (HubSpot/SF)
- Google Sheets
- Slack channels
- Direct email
- Ticketing systems
One messy inbound process, mapped and built into an AI lead triage workflow.
Send the mess
Provide one real, unstructured example of the work: emails, calls, briefs, or tickets.
Map the workflow
We define how the AI reads the input, where it routes the details, and where a human approves.
Deploy the workflow
We build a scoped, single-purpose tool that plugs directly into your existing software.
Keep full control
No autonomous email sending, no vendor lock-in, and absolutely no black-box AI decisions.
Send one messy inbound example.
Paste one real example of a repetitive handoff. We will send you a fixed-scope workflow recommendation and a clear yes/no on whether it can be safely automated.
First workflow scope
- • one inbound source
- • one qualification rubric
- • one CRM, Sheet, Slack, or email destination
- • one human approval step
Not included in the first build
- • autonomous sending
- • replacing your CRM
- • multi-agent platforms