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?
The client's inventory wasn't organized. Products weren't consistently recorded, there was no SKU structure, and the system's stock figures didn't match what was physically on the shelves. That made it hard to know what they really had, what it was worth, and what their cost of sales should be.
What I did
Chose the right tool. I recommended QuickBooks Plus, which handles inventory tracking properly, rather than patching up spreadsheets.
Built the product list. I added every product to the system and allocated a clear SKU to each one.
Sorted the inventory. I organized the stock records so each item could be identified and tracked.
Reconciled to a physical count. I compared the system quantities with the actual stock on hand and resolved the differences.