Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Who this workflow is for Door-to-door HVAC companies seeking automated lead capture and appointment scheduling. What this workflow does AI classifies incoming leads, routes them by service type, logs lead info in Google Sheets, notifies team via Slack, sends confirmations, schedules appointments, and optionally sends SMS reminders. How the workflow works Lead submission triggers workflow AI classifies lead Route lead based on service type Log in Google Sheets Notify team via Slack Send confirmation email Schedule appointment in calendar Send SMS reminder (optional) Optional CRM/dispatch integration Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: hyrum@quartersmart.com

Best fit

Need another direction?