Workflow overview
Why this workflow matters
Relevant for managed services and support workflows.
Quick Overview This workflow hosts an AlekSystem intake form, sends submissions to Anthropic Claude for practice-area classification and qualification, then routes results to Gmail and Google Sheets before returning a confirmation message to the submitter. How it works Receives a client intake submission through an AlekSystem hosted form. Normalizes the submitted fields (contact details, matter type, incident date, description, and preferences) into a consistent structure. Sends the normalized intake to Anthropic Claude and requests a strict JSON assessment including practice area, summary, qualification, urgency, time sensitivity, and conflict-check flags. Parses Claude’s JSON response, merges it back into the intake record, and defaults to a manual-review outcome if the response is malformed. If the intake is qualified, sends an HTML alert email via Gmail and appends the intake details to a “Qualified Intakes” tab in Google Sheets. If the intake is not qualified, appends the record and decline reason to a “Declined Intakes” tab in Google Sheets. Returns a neutral on-screen confirmation message to the submitter after processing completes. Setup Create an Anthropic API key and add an HTTP Header Auth credential that sends it as the x-api-key header for the Anthropic Messages API request. Connect a Gmail account and replace the sendTo address in the intake alert email with your intake team recipient. Connect Google Sheets credentials, create a spreadsheet with “Qualified Intakes” and “Declined Intakes” tabs, and replace REPLACE_WITH_YOUR_SHEET_ID in both Google Sheets append steps. Review and customize the intake form fields (matter types and questions) to match your firm’s practice areas. Tune the Claude prompt rules (qualification, urgency, and conflict flagging) to your firm’s intake policy before activating and sharing the form URL.
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