AI-Powered Lead Follow-Up and Management WorkflowAI-Powered Lead Follow-Up and Management Workflow
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AI-Powered Lead Follow-Up & Management for Miale
I automated lead follow-up and management for Miale to reduce the manual work involved in reviewing enquiries, categorizing leads, responding to prospects, and keeping the team informed.
The problem: When leads come in, manually reviewing each response, deciding how to handle it, sending emails, and notifying the team can take time, and makes it easier for follow-ups to slip through the cracks.
The solution: I built an AI-powered workflow in Make that automatically processes new lead submissions.
Here’s how it works:
Google Form → Google Sheets → AI Classification → Router → Email + Slack → Lead Tracking
When a prospect submits the form, AI analyzes their collaboration interest and categorizes the lead as Collaboration Lead, Needs Follow-up, or Not Interested.
The workflow then automatically:
- Routes the lead based on their response.
- Sends a relevant email to the prospect.
- Notifies the team in Slack when a new lead needs attention.
- Updates the lead record for easier tracking.
Tools used: Make · Make AI Toolkit · Google Forms · Google Sheets · Gmail · Slack
The workflow can also be adapted for client enquiries, sales leads, service requests, bookings, applications, and other repetitive lead-management processes.
The goal isn't simply to automate tasks. It's to build a system that helps businesses respond faster, stay organized, and reduce manual follow-up work.
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