Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
Who’s it for This workflow is for contractors, freelancers, local service businesses, and small teams that receive leads and customer requests through Gmail but do not have a dedicated sales or admin team. What it does This template turns Gmail into an AI lead desk and follow-up tracker. It filters inbox noise, reads real customer emails, and classifies each message by urgency, intent, sentiment, department, technical details, and business value. Each email gets a color-coded response deadline: RED: critical issue, respond within 1 hour ORANGE: urgent lead or follow-up, respond within 4 hours YELLOW: standard lead or request, respond within 24 hours GREEN: low-priority message, respond within 48 hours The first workflow watches Gmail, retrieves and cleans the email, classifies it with AI, and publishes the structured case to Redis. The second workflow listens for Redis events and logs each case to Supabase/PostgreSQL as a lightweight CRM and follow-up dashboard. Requirements Gmail OAuth2 credentials Groq API credentials Redis credentials Supabase/PostgreSQL credentials Optional Mem0 API credentials How to customize Update the blocked Gmail labels, AI prompt, response deadlines, Redis channel, Supabase schema, owner alert logic, and dashboard views to match your business process.
Best fit
Categories
Services
Use cases
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