What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
My small, minimal portfolio template for designers has been pretty successful in terms of sales.
At the same time, my much bigger template for a creative agency has only sold once.
That made me think that maybe it makes more sense to build smaller templates for solo designers, freelancers, small businesses, etc.
They take less time to build, and the target audience is probably more likely to actually buy a template. Bigger companies and agencies might be more likely to go for something custom anyway.
Then I released my architecture studio template, and it started selling pretty well too.
So that kind of broke my theory 😅
Maybe company size isn't really the deciding factor at all, and niche matters much more than I thought.
What do you think about this? Would love to hear your thoughts.