Qualify inbound leads from forms with Claude, Google Sheets, Slack and Gmail Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Quick Overview This workflow captures inbound leads via an AlekSystem Form, scores each submission against a plain-English ICP using Anthropic Claude, logs results to Google Sheets, and alerts hot leads via Slack and Gmail based on a configurable score threshold. How it works Receives a new submission from an AlekSystem Form with lead details like name, email, website, budget, and needs. Applies your configured ICP definition, hot-lead score threshold, Slack channel, and notification email to the incoming submission. Sends the lead details and ICP to Anthropic Claude to return a structured fit score, tier, reasoning, and recommended next action. Appends every scored lead to a Google Sheets “Leads” worksheet with the original form data and Claude’s outputs. Checks whether the lead’s fit score meets or exceeds the configured threshold. Posts a hot-lead alert to the specified Slack channel and sends a hot-lead email via Gmail when the threshold is met. Setup Add credentials for Anthropic, Google Sheets OAuth2, Slack, and Gmail OAuth2. Update the Google Sheets document ID and ensure the workbook has a “Leads” sheet with columns that match the fields being appended. Edit the ICP definition and hot-lead threshold, then set your target Slack channel and notification email in the configuration values. Publish the AlekSystem Form and share the form link wherever you collect inbound leads.

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